Document Management (DocMan)

With the type 'Check In To Document Management' in the report rules it is possible to create a document revision with the report when printing a report. If I configure the Document No in the property list as follows 'DocumentNo=[@CUSTOMER_ORDER_IVC_REP/INVOICE_NO];' the revision is not created. If I omit the DocumentNo property, a new Document No is created each time the report is printed. How can I implement in the report rules that a document revision is created which is revised when the report is printed again?

How is it possible to implement a document attachment in the customer invoice. An object connection to CustomerOrderInvHead is set up, but in the Customer Invoice view it is not possible to attach documents. Also document revisions already linked to the object are not displayed. The behavior is identical in different Cloud 21R1 installations.

Hi, We are IFS 8. user. We have successfully attaching documents on AP side using Manual Supplier Invoice screen and being able to view the documents on Supplier Invoice Analysis screen. However, it doesn’t seem to work on AR side. We are attaching documents on Manual Customer Invoice screen, but they are not pulling through on Customer Invoice Analysis screen. Is there anyone who could help with this please? Thank youIndre  

Afternoon,I’ve seen this asked a few times however, I still can’t find any examples to fulfil this requirement. I’m wondering if someone can help.I’m attempting to rename the Customer Invoice (CUSTOMER_ORDER_IVC_REP) to the invoice_No. Instead of the file returning as a blank name.pdf it would instead display 12345678.pdf(an Invoice number).Please note, we’re using a crystal report instead of the default IFS report (I suspect most customers are)When I attempt to click ‘Print’ on the report format & Output and click ok I seem to get an issue.I thought the configuration below would work however, it seems to report an issue:Config: Issue I’m receiving:

I am trying to figure out how to take an existing document in IFS - edit it - and check it back in - have tried many different scenerios and so far none have worked.   Some help would be greatly appreciated 

In Apps 10 we had a full text search in Docman which was initially served by the Search Domains functions. I can't find such a search in Cloud 21R1 anymore. Does this mean for Cloud 21R1 that there is no full text search anymore? What are the alternatives?GreetingsOliver

Dear Team.I’m facing an issue where I’m not able to view the attachments on purchase order lines from B2B client.>I have given user below projections :1.CreateB2bOrderQuotation2.DisplayB2bQuotations3.DisplayB2bVmi4.ReportB2bCustConsigmnt5.ConfirmB2bPurchaseOrder6.ConfirmB2bSuppConsigmnt7.PlannedB2bPurchase>Environment has DOCBB installed.>B2B document class is used.>Header attachments are working well from both ways ( IEE and B2B)Any lead would be appreciated.

Hi All,Customer have different user groups for eg. AP, AR, BILLING etc.  So is there a way we can default the document class when specific user group tries to create a document ?  For eg. when AP creates a document, can the document class defaults to INVOICE and if AR creates it then defaults to VOUCHER etc.I assume the document default value setup is enterprise level.  So what is happening now is that the document class always defaults to 'INVOICE' for all the users because our document basic setup default value is 'INVOICE'.   Each user user group has to take an extra step to change the document class when they try to create a document and Customer is trying to minimize that step. Thanks & Best Regards,Nipun

I can attach file in Customer Invoice. But other user get error message 'No attachment type enabled' when click button ‘Attachments’. I have add to them same permission set as me. Is there other settings need I do?We use IFS 8.Thanks in advance!

Consulting Team requesting a mechanisam to get a SQL light  database from a mobile device since this is a limitation in the product. Only option available to  send a mobile database is through email and it  is not possible to retrieve database from an iOS device when Apple mail has a 20MB limit.

HiUsers seem to be experiencing an intermittent issue recently where they try to attach a document via the file explorer and it immediately shuts down the IFS session.When we try again later it seems to work fine.Any ideas what might be causing this? Thank you

Hi members, I have been using the function “  Edm_File_Sign_Util_API.Sign_Pdf_File_Vis_By_File” to attach a digital signature to a EDM file in DOCMAN. Now, we have a parameter in this function to assign a Signature to a particular page number, how can i dynamically get the last page number of a pdf file in document revision.  

How can i approve the document under approvals , i dont see a button for approving and rejecting. I can only see the object details. 

Hello,I am trying to open the last released version of a document via a Lobby Element. Please see screenshot below.  Please see URL Address below:ifsapf:frmDocumentContainer?DOC_CLASS=INTERNAL&DOC_NO=$DOC_NO$&DOC_SHEET=1&DOC_REV=E&ACTION=VIEW&LATEST_RELEASED_REV=TRUEUnfortunately the URL is not passing the doc no at the moment. I am getting these sort of error If I hardcode the doc number, i.e. I replace DOC_NO=$DOC_NO$ with DOC_NO=1123441 it works.So, something is wrong with this part of the syntax.Many thanks for your helpMiguel

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.

We are running IFS Apps10 UPD10 (soon to be UPD13).Users are asking if it is possible to use drag and drop to get document attachments out of IFS and onto their desktop.  We know how to use drag and drop to add documents, but can’t get it to work to access documents.What they want - when in a customer order (or purchase order or business opportunity or . . . ), be able to open the Attachments pane, click on Documents, select a document listed, and then drag/drop it onto their desktop.Is this possible? 

Document management check out path, can this be set centrally for all users ? We are having issues with the check out path for document management, as default it goes to our onedrive. This causes issues. A solution we have found is changing the check out path to the local C: drive, but as far we found, this need to be set user per user. Is there a solution to change this once for all users ?

Hi Fellows,Our client is getting below mentioned error whenever they are either creating new Document revision or attaching document to any other window. Its not allowing to move forward.  This error is appearing with every user. Can anyone help on this.. Regards

Hi,Currently, document revisions can be released in any random order (irrespective of the order they were created). Would it cause problems if we put in some restrictions from that happening?Restrictions such as,1. We make sure that they can only be released in the order they were created in2. In a scenario where the value in the Update Revision field is set as “Latest Released Revision”, we keep the object connections in the latest created revision which was released without letting them move to a revision which was released after, but created much earlier?Thanks!

Is there any description  of the expected contence in the Document management  office plugin?  We have installed the Plugin and it seems to work as expected. But I expect to have at least tree different functions, check out, check in and create new documents.In the installed Plugin, the Create new document is the only available action. Is the checkin and check out button possible to activate in the Plugin or is this an limitation of the Plugin  to only allow  “New documents”?

When trying to create a Document, or upload an existing one it’s giving me a generic error:“Group Id, Person Id or Object Id must have a value”. I have checked Person group exists for that Document Class which has a object connection as well. What am I missing here? Many thanks!

Hello Matthias,referencing above thread, we are implementing IFS Cloud 21R1 at the moment and I stumbled upon the Extended EDM functionality, which at the moment solves a show-stopper requirement for us and functions as we require under EE/Apps 10. However, the missing functionality for Extended EDM in Aurena / IFS Cloud is really disappointing, especially since the IFS Cloud Documentation still references this functionality and there is no information to be found regarding deprecation of this functionality in IFS Cloud. I hereby strongly request the functionality be made available in IFS cloud as this is a core requirement for us in Document management. RegardsChristian

************** 例外テキスト **************System.Runtime.InteropServices.COMException (0x80004004): 操作は中断されました (HRESULT からの例外:0x80004004 (E_ABORT))場所 Microsoft.Office.Core.COMAddIn.set_Connect(Boolean RetValue)場所 Ifs.Application.ExcelReporter.AddInManager.GetConnectionAddInObject()場所 Ifs.Application.ExcelReporter.AddInManager.SetConnectionAddInProperty(String name, Object[] values)場所 Ifs.Application.ExcelReporter.ReportLoaderOperations.PerformBasicValidationOnLoad()場所 Ifs.Application.ExcelReporter.ReportLoaderOperations.LoadReport(IUiCallback uiCallback)場所 Ifs.Application.ExcelReporter.MainWorkbook.ThisWorkbook_Startup(Object sender, EventArgs e)場所 Microsoft.Office.Tools.Excel.WorkbookImpl.OnStartup()場所 Ifs.Application.ExcelReporter.MainWorkbook.FinishInitialization()場所 Microsoft.VisualStudio.Tools.Office.Runtime.DomainCreator.ExecuteCustomization.ExecutePhase(ExecutionPhases executionPhases)場所 Microsoft.VisualStudio.Tools.

Hi,We have a requirement to set up a Default Document (Like Sales Conditions) for Invoices (Document Class) of one Company. This document should be attached to every invoice.Do we have any such setup in Document Management?Thanks

Hello Everyone :) My customer wants to attach documents onto the Project Activity Demand Line, so that when they create a Purchase Req from this line in the project, the attachment is then pulled through. I have tried using the Source LU Name of ProjectMiscProcurement and Target LU Name of PurchaseReqLinePart but am unable to see the attachment pull through- any advice? Thank you. Kind RegardsAisha