Document Management (DocMan)

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:Any ideas on to fulfil this requirement?

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

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.

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

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.  

Hi,We recently cloned an IFS 10 environment using IFS backup & restore process.We are getting the following error whilst opening attachments in the newly cloned environment.Error message  The attachment is grayed outHas anyone experienced this issue before?Thanks!

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

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? 

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

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 ?

************** 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.Office.Runtime.DomainCreator.ExecuteCustomization.Microsoft.VisualStu

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!

Hi, Customer is going to use IFS HUB as their main central repository for document, and would like to know any IFS bench marking details such as: 1.      Is there any known limitation of maximum size of document which supposed to  replicate.?2.      Any known  consideration about memory allocation to IntServers in HUB and SATs with regards to size of the document to be replicate. Can we have an official answer from RnD or from any other consultant familiar in this area ?I referred “User Guide - Replication (Data Synchronization)” and Technical Documentation as well, but could not find above information. Thank you. Best Regards,Thilini

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”?

Hello guys,I’m trying to upgrade Apps8 database objects to Apps10 UPD8 using the build provided by IFS and getting this kind of errors from the installer at the very early stage after deployment process started. It’s kind of unusual that these errors say ‘component 'INSTALLED'’ I know that this is checking the availability of the dependencies before hand but if I check the static dependency components for partca are currently present in the database and available in the new build home as well.  !!!Error deploying file partca\PartSerialCatalog.apy at 21-OCT-20 04:44:48 !!!PACKAGE BODY PART_SERIAL_CATALOG_API created with compilation errors PLS-00302: component 'INSTALLED' must be declared error at line no :13635 PL/SQL: Statement ignored error at line no :13634 PLS-00174: a static boolean expression must be used error at line no :13635!!!Error deploying file docman\ApprovalRouting.apy at 21-OCT-20 04:44:54 !!!PACKAGE BODY APPROVAL_ROUTING_API created with compilation errors PLS-00302: c

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!

Hi All,Document management doesn’t seem to be activated even after setting the object connections and permissions. All the users are facing this issue. The issue persists even with IFSAPP login. This issue is with other windows as well. We can’t attach any documents to any window. What might be the issue for this?Thanks & Best Regards,Nipun

 Hi,I need to limit Document Class “100 - Drawing” to attach only PDF as File Type. I do not want to attach other file types to document class 100. Is it possible via Macros tab in Document Class Management of Class 100? or Is there any other way? Thanks in advanceNimesh

How to navigate to two screens at one time in IFS aurena?#aurena

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

In order to know what view we need to fetch information from in the past (IFS Appl 10 and backwards) we could always query the good old “Object connections” that has:Now, since we only are allowed to fetch data from projections (starting with Cloud21R1 and upwards) - how do we know what projection to invoke depending on what object(s) a document is connected to?

Under Document Management → Approvals, the “object info” rmb option is only available for certain logical units. As an example, it’s either greyed out or absent for PaymentAddress and PartytypeProperty, but it’s there for CustomerInfo.I’ve had a look under logical units and I can’t see a pattern here. Example: Some of the ones that work have rowkey enabled, others don’t. So, does anyone know what the difference is? Even better, is there a way to enable “object info” for LUs where it’s not available?Thanks in advance... 

Afternoon everyone, One of our users has a number of approvals connected to sub-contract valuations but when he clicks on object information to view, it takes him to a blank screen. I think this is because the particular valuation has been cancelled, but the approval is remaining in his list. Does anyone know how we can get rid of these? Will this require removing them from the tables or a data repair release from IFS?When we RMB on the highlighted line, the only option available is Object Info...When we select Object Info the screen is completely blank, so I cannot delete the approval lines from there.ThanksHayley

Hello I would like to make a demo on the management of DOCMAN macros for a prospect, the macros are not executed in IFSCLOUD. Can you help me? 

Hi All,Having below new strange error when trying to attach a document  . Any idea or suggestions can help.Much appreciate