Document Management (DocMan)

Hello, My customer is using Aurena, and would like to attach documents such as supplier delivery notes to the Register Arrival Lines, so that after receiving the parts into stock, and the Receipt is then created, the same documents will appear on the Receipt.In Aurena, I have noticed that the Register Arrivals LU is ReceiptInfo, which is the same LU used for the Receipt screen. However, they have different Projections, so I am unsure as to how we would create this object connection transformation. I also looked at this in IEE, and the Register Arrivals screen uses a different LU to Aurena, as it uses PurchaseOrderLine instead of ReceiptInfo, but even when making this an active object connection its not possible to attach documents here.My question is, has anyone used the Register Arrivals window to attach documents before, and if so, how was this achieved? Your feedback and help will be much appreciated.Regards,Aisha

I am using the following code in an event but the deferred job is erroring:DeclareAttr_ Varchar2(32000);Sql_Msg_ Varchar2(32000);Block_ Varchar2(32000);TRANSLATION_TEXT_ varchar2(2000);BeginBlock_ :='Declareinfo_ varchar2(200) := null;title_ varchar2(50);Beginselect title  into title_ from doc_issue_reference where doc_no=''&NEW:DOC_NO'';If title_ = ''Delivery Note No'' ThenBegin    ifsapp.doc_issue_api.New_Revision2__(''&NEW:DOC_CLASS'',''&NEW:DOC_NO'',''&NEW:DOC_SHEET'',''2'',''&NEW:DOC_SHEET'',''TEST'',1,1,1,''DELI''); End;Endif ;End ;';--Transaction_Sys.Is_Session_Deferred; Sql_Msg_ := Message_Sys.Construct('UPDATECOLINE');Message_Sys.Add_Attribute(Sql_Msg_, 'SQL', Block_); Client_Sys.Clear_Attr(Attr_);Client_Sys.Add_To_Attr('SQL_DATA_', Sql_Msg_, Attr_);Client_Sys.Add_To_Attr('MSG_',

In Aurena, when you go ‘My Expense Sheet Details’ and click on ‘Attachments’ then ‘Attach Existing’ command you see all documents that have been attached by anyone, even when they do not relate to expenses.For example, in the screen shot below I am seeing supplier invoices: This is a data security issue and I need to understand how to remove them from the list. 

Hi all,Is it possible by a Configuration or Document Macros to prevent the user from checking in an empty file?I have tried Event Actions but not able to solve it due to that FILE_DATA column is a LOB and not part of the attributes. I will therefor end up with Mutating Triggers when trying to fetch the File Size.I have no knowledge about Document Macros and don’t know if it is worth the time to try this out? Is it possible or does anyone have some other nice solution that might work?

Hi,I’m trying to preview attachments connected to an  'External Supplier Invoice'  in cloud 21R2 but could not see the image attached.Installed Aurena agent but the issue remains the same.However I could see the Attachment using 'Preview' button on Attchment Panel, when the External Supplier Invoice is converted to an Invoice.Thanks!Bhagya 

Hi All,How can I get map position to this portal? Even I enter the Map position to Work Task level. It’s not connected to this. Best Regards,Roshan 

 Hi all Docman fans,I work at IFS R&D with the IFS Document Management (aka “Docman”) functionality.Sometimes we need input from customers (“Do they use X? How? Why? When? Would they like Y?”) and the only way we have is to ask our consultant colleagues.I am thinking about trying to use IFS Community for this as well to get feedback from the horse’s mouth, so to speak.This post is just to hear how big of an audience we have here.If you are a regular user here and/or would like to participate in polls, questions etc from us, please like this post or, even better, add a comment below.Thanks!/MathiasPS. And also, if you are interested in Docman, make sure to subscribe to this part of the community. 

Where is Approval Routing data stored? Can a report be created that shows if the Steps have been approved or rejected? Is there a view or table I can use?Thank you, 

 Hi All,We created a command button called “Email Quotation” in the Sales Quotation window. Once the user presses the command button, the system will open up the new outlook mail attached with the relevant sales quotation report pdf. At the moment this is working fine. For the solution I used “agentcall DownloadAndSend” function.New mail TO: user email address is missingThe problem is we can't pass the “To” mail address using this Aurena agent call. DownloadAndSend(odata, filename, subject, body, (setreadonly, overwritereadonly));

Hi, Would it be possible to make the system default a specific approval template based on the county that the creator is from?Fx a manager from Germany is creating a document with a specific document class - could the system then put on automatically a specific approval template where the system reads that this user (the creator of the document) is from Germany and therefore it puts a certain approval template directly on the document - and then a different one if the creator of the document is e.g., from France? Best regards Maria

Can someone help us in understanding the Redline functionality in IFS document management

We have implemented several new document classes and moved a bunch of user’s to Aurena ClientWe are finding that our new document classes don’t allow anyone except the user that uploads the document attachment the ability to view the document.We are in the Change Request and the new document class can’t be viewed but the old one can.This is a new user and has not been placed in any specific user groups to get access to either document class.  Please help.

Hi, In the document Object Connection window, When trying to have an output of the below documents in for of PDF, they are saved individually on the hard drive or locally in the laptop. Is there a possibility to combine or merge the files in one PDF.(Usually these can be saved as seperate single files.)Example one Example TwoThanks and Regards,Dinith.

Good Day,We are looking for partners/customers that have integrated Opentext ECM into IFS Platform.Any support or guidance will be appreciated.Regards,EC

I have a user who can download and view a word document, but cannot open the embedded PDFs in the document.  He does have view and edit access to the document class….I can both download, view, and open the embedded PDFs so it is not the document…I am stumped….anyone have suggestions on what to try?We are using Apps10 upd.14IEE

Hello,When trying to upload a document in IFS cloud, im receiving below error.Something went wrong when uploading the file using the Aurena Agent. Error message: Missing or empty mandatory parameter: odata i did a bit of an investigation and the error comes from command CreateAndConnectDoc in the DocReferenceObjectAttachment.client file. When trying to execute the agentcall Upload this is getting failed. It looks like we cannot access aurena agent code. Can someone explain me why this error is raised. I suspect the file part could be a reason. File is located in a folder structure like below.C;\Users\t.user\New Folder\Test.pdf any help is highly appriciated.. ThanksRoshanga

How to add a view file to a document revision? Customer has an original DWG file stored to a document revision and they need to have a PDF file as view copy.

We’ve been live with the B2B Supplier Portal for a couple of years. When we started, we created a new permission set for our suppliers based on B2B_SUPPLIER but with limited permissions. This, or some other restriction, prevented the suppliers from uploading documents into the PO’s on the portal. If they try to do so, they are presented with an error that says, “Your system administrator has not granted permission to complete that action.”. Now, we are being asked to turn on the functionality which allows a supplier to upload a document in the portal. I can’t find out where or how to do this. I don’t even know if it is in the permission set B2B_SUPPLIER. Does anyone know how to accomplish this?

Under EDM Repositories in Apps 9, we use a wildcard * for the Document Class.This wildcard isn’t honored when I uplift this setup into Cloud, nor can I save a repository in Aurena if it has this wildcard.We have nearly a hundred document classes but exactly one document repository. Is there a way to avoid duplicating the EDM Repositories setup across all our document classes?

So I’ve just had a department here go live on Aurena (Apps 10) and they noticed that in Aurena, we no longer get a prompt or warning when we are about to view an obsolete document. Are there plans to change this or is this fixed in cloud? Basically our users have to be extra diligent when looking at document revisions to open the correct “released” document. IEE functionality today informs us that the document we are about to view is obsolete.View Document in Aurena just downloads the document and doesn’t warn us that the document is obsolete. 

When you try to save a file to the repository, the following message appears: The repository is configured as follows: address repository look so: What is done wrong?How should the user of the shared folder be configured correctly?

(1) Can I Check-in multiple file types in one document revision (1Document Class/1Document Number/1Revision/1Sheet)?(e.g., save a combination of a DWG file, an EXCEL file and a PDF file) (2) If (1) above is Yes, is it possible to Check-in multiple file types, each with only one file? (e.g. Check-in only one file from the registered DWG file, EXCEL file and PDF file)

How to set old document revision obsolete automatically, when new revision is created?

I'm doing a customization for an assistant, and I need to upload some media files there.I have checked the existing assistant similar to this and did the exact development. But I'm getting the error "Unable to fulfill the request due to unexpected server state" and 500 status code for MediaObject in Dev tool. And I noticed that there's a Java class attached to the Projection also. Is it mandatory to create a java class for these kind of media file uploads?  

A person can be assigned to several person groups in the document managment area.Is there a page in Aurena wich shows a list of all assinged person groups for one person?