Document Management (DocMan)

This will include questions related to document management.

  • 691 Topics
  • 3,131 Replies

691 Topics

R
Sidekick (Partner)
RuwaniSidekick (Partner)
asked in Document Management (DocMan)

Document Revision Aurena Drag and Drop Option

Please let me know how to enable Drag and Drop option to trigger “Create Documents” screen in “IFS Cloud 21R2”?

7
Mathias Dahl
Superhero (Employee)
1 year ago
P
Do Gooder (Partner)
puedauDo Gooder (Partner)
asked in Document Management (DocMan)

IFS integration for Document Signing

Hello,@Mathias Dahl One of our customers has a requirement where they need to sign a document and forward it to another party. Subsequently, the other party is required to sign the document and return it to IFS.We are currently exploring integration options with a digital signature solution similar to DocuSign. I understand that this integration is under consideration.Could you provide information on whether a similar functionality will be included in the upcoming release?Additionally, if we intend to integrate IFS with DocuSign as a customer modification, are there any available resources or details that we can refer to?Thank you very much!

7
S
Sidekick (Former Employee)
4 months ago
M
Sidekick (Partner)
MiraliSidekick (Partner)
asked in Document Management (DocMan)

Foundation1 Error appearing whenever attaching document

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

7
Mathias Dahl
Superhero (Employee)
2 years ago
Amila Samarasinghe
Superhero (Partner)
Amila SamarasingheSuperhero (Partner)
asked in Document Management (DocMan)

Aurena Agent not working

The customer has installed the Aurena Agent successfully and it can be verified from user settings page. Also from the console tab in background page for chrome extension I can see the below line got message from agent: {"method":"Hello","value":"Hi!","status":"SUCCESS","version":"0.1","guid":"32b83171-5db9-4c85-aa37-851c4c9fa5fa"}but when I try to view a document nothing happens and not even an error is raised. The last call in the log is below got message from agent: {"method":"GetLocalProperty","value":null,"status":"SUCCESS","version":"0.1","guid":"32b83171-5db9-4c85-aa37-851c4c9fa5fa"} When I compared it with an internal environment, it is missing the DownloadAndOpen method call. What could be the reason here? I have attached the log file for further reference

7
Mathias Dahl
Superhero (Employee)
2 years ago
E
Do Gooder (Customer)
epruittDo Gooder (Customer)
asked in Document Management (DocMan)

Unhandled Security Checkpoint Error on approval process

We are receiving an unhandled security checkpoint error.  This is on attached approval processes when using an approval template. So in the example below, it is on an Inventory part.  It also happens on a Supplier for Purchase part as another example.  However, it does not happen for any of our document approvals within the document revision screen.  I did see another post that recommended going to system parameters and turning the Security checkpoint framework available off and then on again….but this did not correct our issue.  

7
D
Do Gooder (Employee)
24 days ago
F
Superhero (Customer)
FNSMITHUNSuperhero (Customer)
asked in Document Management (DocMan)

IFS Cloud - Document Management - Flexibility to edit documents by multiple users at same time

Hi All, I have requirement from customer where they would like to have such option in IFS which allows multiple users to edit the same document at same time.As far as I am aware in IFS it is not possible to access the document by other users until it is been checked back in by the user who checkout to edit the document.So, do we have any such functionality in IFS Cloud?? or Any work around solution to achieve this requirement.You help and suggestions are highly appreciated. Regards,Mithun K V

7
Mathias Dahl
Superhero (Employee)
7 days ago
H
Sidekick (Customer)
horst00cSidekick (Customer)
asked in Document Management (DocMan)

Use of extended EDM in Aurena / IFS Cloud

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

7
Mathias Dahl
Superhero (Employee)
2 years ago
P
Do Gooder (Partner)
ProGarryPDo Gooder (Partner)
asked in Document Management (DocMan)

Failed to upload file to Ftp server [User cannot log in, home directory inaccessible.]

Has anyone seen this before?

7
Mathias Dahl
Superhero (Employee)
2 years ago
Nipun Gunaratne
Sidekick (Employee)
Nipun GunaratneSidekick (Employee)
asked in Document Management (DocMan)

Document approval in multiple companies

Hi All,We are using document management '>' approvals to approve new objects.  Currently some of the users included in the approval have access to more than one company.  If the users default company doesn't match the company attached to the object, it takes him to the object screen(When RMB’s and selects Object Info) but it’s blank because his default company is different.  Users have to change global company multiple times to approve these objects. Do we have a method to overcome the issue and access to multiple companies? Thanks & Best Regards,Nipun 

7
Mathias Dahl
Superhero (Employee)
2 years ago
N
Do Gooder (Partner)
nija.ntDo Gooder (Partner)
asked in Document Management (DocMan)

Batch transfer of Files background job ends up with error

Hi All,We are trying to transfer files from a shared location to the db default repository.When the action is performed online, the transfer excutes correctly without any errors, but when it is executed in the background following error occurs.Appreciate if anyone can share any ideas as to why only the background job fails and any ways to correct it. Thank you in advance.\Nija

7
N
Do Gooder (Partner)
1 year ago
S
Do Gooder (Customer)
sandra.waudDo Gooder (Customer)
asked in Document Management (DocMan)

How to check out edit and check in existing document

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 

7
Mathias Dahl
Superhero (Employee)
2 years ago
D
Do Gooder (Employee)
dasithdeelakaDo Gooder (Employee)
asked in Document Management (DocMan)

NCR Object Connection Problems

Customer’s question:- When creating a DocRev ObjectConnection to a CustomerInfoContact you only have three, impractical fields in the selector. You also do not get any more search fields when clicking on "Find". Ideally you would see the Name, Forename, Company, etc. of the CustomerInfoContact.- The same is true for SupplierInfoContact.- SupplierShipment does not have a selector at all.- When creating a NCR ObjectConnection to a SupplierShipment, you also do not get any selector at all. Furthermore, if you enter a (valid) SupplierShipment Id manually, you receive an error message.Product Version: Apps 10 UPD16Business Impact: Connection between SupplierShipment and NCR is not possible (this is required for a process).Connection between Contacts and DocRevs is extremely difficult to impossible, since normal users can not simply access the GUID. This kind of connection will be standard and happen hundred of times daily, once we go live. My Question:I checked the same in Tech CMB Apps10 A

7
Mathias Dahl
Superhero (Employee)
5 months ago
J
Sidekick (Customer)
jhooperyanSidekick (Customer)
asked in Document Management (DocMan)

Use Drag and Drop to get Document Attachments out of IFS

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? 

7
Mathias Dahl
Superhero (Employee)
2 years ago
M
Sidekick (Customer)
mlcscottonnSidekick (Customer)
asked in Document Management (DocMan)

Document Management Attach Existing

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. 

7
Nipun Gunaratne
Sidekick (Employee)
1 year ago
Nipun Gunaratne
Sidekick (Employee)
Nipun GunaratneSidekick (Employee)
asked in Document Management (DocMan)

Aurena agent security issue

Hi All,It was found that the installed "IFSAurenaAgent.exe" in localappdata is an unsigned executable, and this was getting blocked by the customer's Security Restriction Policies (they do not allow unsigned applications to run in their system).Customer manually allowed the "IFSAurenaAgent.exe" in their security policy, and the Aurena Agent worked afterwards.Will need to know  whether this executable has been signed in future release, or if there is a different workaround to running this application in any environments with such security policies in place.  Thanks & Best Regards,Nipun

7
Mathias Dahl
Superhero (Employee)
2 years ago
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Document Management (DocMan)

Projections for document object

is there a way to find out what are the permissions or projections required for document approvals under customer order. i am struggling to find out.

7
Mathias Dahl
Superhero (Employee)
1 year ago
D
Do Gooder (Partner)
DjedaiDo Gooder (Partner)
asked in Document Management (DocMan)

How to Add Docman Default Value

Hi COmmunity, Is there a way to add a new Document Default Value ? (see Attachment) Regards 

7
D
Do Gooder (Partner)
2 years ago
R
Sidekick (Customer)
RobinHunterSidekick (Customer)
asked in Document Management (DocMan)

Document Default Value "ATTACH_CREATE_NEW_FORM" in Aurena

Is there a way to allow a user to enter a Document Number (or revision number) when they they are creating a new document in Apps 10 Aurena via the “Create New” button? On the “Document Default Values” screen, there is a setting called “ATTACH_CREATE_NEW_FORM”. The help system states…This value determines the dialog that will be opened when the New button in the Documents Attachment panel is clicked. Possible values are Create Document Assistant, Create New Document and Create Documents.  We set this to “Create Document Assistant” and this had the expected effect in EE. When we click the “Create New” button in the attachments panel of EE, the “Create Document Assistant” opens and allows the user to specify full details for the document they are creating (e.g. Doc Class, Doc Number, Revision Number, Format, Title, etc.)However, this setting doesn't seem to have any effect in Aurena at all. When we click the “Create New” button in Aurena, the standard “Create Document” dialogue box is o

7
Mathias Dahl
Superhero (Employee)
2 years ago
J
Sidekick (Customer)
JStackSidekick (Customer)
asked in Document Management (DocMan)

Attachments

Are there any plans to allow attachments to be drug in from Microsoft email?  Currently you have to drag to your desktop/temp folder and then drag into IFS.  This would cut out a step. Thank You

7
Mathias Dahl
Superhero (Employee)
1 year ago
matt.watters
Superhero (Partner)
matt.wattersSuperhero (Partner)
asked in Document Management (DocMan)

Connect One Object to Multiple Existing Document Revisions

Version 22.1.1Is there any method to connect multiple existing document revisions to one business object at the same time?Example: At the Change Request, using the Attach Existing command, can a User find and select multiple records? Or is this a one-by-one process?

7
Mathias Dahl
Superhero (Employee)
1 year ago
W
Sidekick (Customer)
woprhoweSidekick (Customer)
asked in Document Management (DocMan)

IFS EE presents "Save" dialog when clicking attached EDM document instead of viewing within window

Recently, our newly deployed workstations have been handling EDM files (attachments within IFS) differently than prior configurations. Is there a setting that defines what the IEE does when a user selects a linked document (i.e. a vendor invoice that have been uploaded to EDM and attached to the Posting Proposal). In the past this action would simply show a view of the actual document (PRF, JPG etc.), but now IFS EE triggers a “Save” dialog and will not let the user see within IEE (they must save the file then open it separately in the default viewer (depending on the file type).  

7
W
Sidekick (Customer)
1 year ago
K
Do Gooder (Customer)
KevinLachDo Gooder (Customer)
asked in Document Management (DocMan)

B2B Supplier Portal - Document Upload

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?

7
K
Do Gooder (Customer)
1 year ago
LindaK
Sidekick (Employee)
LindaKSidekick (Employee)
asked in Document Management (DocMan)

How to easily move documents from one folder to another ?

Hi, How to easily move documents from one folder to another ?

7
Mathias Dahl
Superhero (Employee)
1 year ago
T
Do Gooder (Employee)
Tharani AriyawansaDo Gooder (Employee)
asked in Document Management (DocMan)

Attaching a PDF report to another object

Hi Team, I'm hoping to connect customer invoice PDF document back to customer order. Following is the report rule :   and following are the actions: When I invoiced customer order, it does not create any record at 'Report rule log' page and same time there is no error in Print manager as well.Could anyone here suggest, what are the changes should be made to actions?Cloud version 22R2

7
Mathias Dahl
Superhero (Employee)
11 months ago
D
Sidekick (Customer)
david.harmerSidekick (Customer)
asked in Document Management (DocMan)

Enable Security Checkpoint

Hi  I believe that in Apps9 you can create a Custom Event that forces the Security checkpoint to appear, thus adding an extra level of security. (i.e. forcing the user to input password). This is the same functionality that is standard in DocMan.  Does anyone know how to enable this? i have seen it working in a Shop Order guideline (have screen images) but dont have (access) to the code anymore to see what triggers it.  Any ideas? David.    

6
D
Sidekick (Customer)
8 months ago

Badges

Show all badges
Terms & ConditionsCookie settings