Document Management (DocMan)

What is the missing link to have Document Text default on every purchase order created to a select supplier? According to Online Documentation, adding a Document Text on the Supplier Misc Supplier Info tab will populate on any purchase order created. Excerpt from: Enter Miscellaneous Supplier Info A document text with a suitable output type that has been linked to the supplier will be transferred as the default value to any of the supplier's subsequent purchase orders. Output types, phrases, and document phrases are all managed in the Document Text Administration window. Our output type PONOTE0000 is applicable for Purchase Order per Document Text Administration setup. The Document Text was added to the Supplier. But it does not populate on subsequent purchase orders.

Hi, On IFS Cloud, I’m wondering if it’s possible to open directly a Word-Excel-PPT document in the navigator , without downloading it. And if it is possible, how can we configure it ? I’ve noticed that only Pdf documents can be visualized in the navigator. Thanks for your help ! Caroline.

Hi everyone We are currently using a custom event to copy document object connections from “routing operation” to “shop order routing operation”, because the transformation doesn’t work for us in this case. This works very well.Know we have the Case that the Shop Order gets created via Customer Order or Project. The users in Sales Team oder Project users don’t have access to all Documents which have to be copied. Since the Users don’t have access to the Documents the event doesn’t copy them.As “Hotfix” we gave them access to the documents but I rather fix it the right way. Currently the api call is right in the Event itself. Doc_Reference_Object_API.Copy_Object_Connection(old_lu_name_, old_key_ref_, new_lu_name_, new_key_ref_); Can I run this event as DMS user wich has access to all Documents?Would a background job help? Thank you

Hi Experts I just need to mention first that I am not a technician. Please excuse me for the simple explanation. I was wondering if it is possible to send an E-invoice (customer invoice) with the attached document. This means can IFS CLOUD send out an E-invoice with an embedded PDF document? is there in IFS a transformer available?

Hello, I attached a pdf file o Inventory in IFS Cloud. I want to open PDF file on Work Order. But, I can not see the PDF file.Are there any parameter settings?

Hi, I am looking for advice on setting up Document Management in a way that ensures individuals who access documents with different classifications (Public, Sensitive, Highly Sensitive, Confidential) are aware that secured documents should not be sent outside the organization. Is there a way to configure this in the system? Or does anyone have suggestions on how this can be achieved? Thank you for your help! Br Linda

the download icon and preview icon is missing for this user What can be the reason ? I have cleared the personal profile , has given full access still cannot see it .

Hi Community, I am creating an approval template in Document Management, I want more than one user to approve a document, but I do not want to make it hierarchical. I want User B to be able to approve a document that User A can approve; I want the status of the document revision approved by a single user (like Approval Routing). How can I do this? Best Regards.

Hi experts, I’ve an issue in Aurena version on the following. Tested Environment: APP10 CMB Aurena (UPD25) Test Steps: Navigate to any Document Revision with Approval Steps, and having proper access. Click Subscribe for any Approval Step. It gives an error: “APPROVAL_ROUTING DOC_NO” is non Existing Table Column. When checking the log window, it shows as follows; 22:35:23 DEBUG - POST: { url: StreamSubscriptions.svc/SubscriptionVirtualSet, etag: null, payload: {"SendEmail":false,"Disabled":false,"SelfNotify":false,"OneTime":false,"LuName":"ApprovalRouting","KeyRef":"KEY_REF=DOC_CLASS=100^DOC_NO=D01001^DOC_REV=A1^DOC_SHEET=1^^LINE_NO=1^LU_NAME=DocIssue^STEP_NO=1^","PageUrl":"page/DocumentRevision/Form","ColumnData":"[\"ATTRIBUTE=AppDate^LABEL=Approval Date^\",\"ATTRIBUTE=ApprovalStatus^LABEL=Approval Status^\",\"ATTRIBUTE=AppSign^LABEL=Approved/Rejected By^\",\"ATTRIBUTE=Description^LABEL=Description^\",\"ATTRIBUTE=GroupId^LABEL=Group ID^\",\"ATTRIBUTE=Note^LABEL=Note^\",\"ATTRIBUTE=Pers

Hi, What is the difference between the Object Key and Key Ref columns in the Document Object Connections page? I could not find any differences in the values. Is there a historical reason for this or why do these columns exist twice? Thanks, Mike

Hello, After IFS Cloud update to 24R1 version there is no possibility to use Document Repository with Repository Type “Shared”. Client used Repository Type “Shared” and all document files were kept there. After upgrade client cannot access document files from Document Revision. Receives error: Error in downloading file: one or more errors occurred. First question: How to reach the document files after upgrade to 24R1 version if they are uploaded to repository with type „Shared“? *** We tried to create new repository with file type „File Storage“, in the field „Path“ (in the form „Repositories“). When uploading the document file to Document Revision, document file is put to the docman place, but not into the certain catalog for the certain Document Class: And document file uploaded to repository is not named by „Repository File Name“. Second question: How should be created new repositories with repository type „File Storage“ that document files could be uploaded to the exact folder of t

Hei :) Is it possible to set approval templates for specific Document Formats in IFS Cloud?

Hi, When after document migration of several million document revisions with document file from IFSApp8 to IFS Cloud 22R2, it is time consuming to first migrate document files to TST and then to UAT, when you clone TST to UAT. Is it possible/easy to move document files in file storage, FSS, that are in TST to UAT environment? Best Regards, Geir

Hi Experts, I am encountering an issue with the macro functionalities in Excel, as they do not appear to be working as expected. Specifically, the requirement is to retrieve the Source values from IFS and populate them in the designated cells within Excel. Kindly refer the attached document “Steps for Macro with Word and Macro with Excel.docx” I was able to follow this functionality precisely within Word, and it is working as expected. The steps I followed included creating a document revision and applying the document class with the Word macro. Then selected 'Edit' button. Upon opening the document, navigated to 'Quick Parts' > 'Field' > 'DocProperty', and chose a field with a value to be automatically fetched from the IFS server. In Excel, as the 'Quick Issue' functionality is unavailable, an alternative approach was employed to automatically retrieve the field values. The process involved navigating to File > Info > Properties > Advanced Properties > Custom tab to achieve the intend

Hi All, When I create a document revision, the document copy default is ticked, but we want to change that. How can we do that?

Hi all, When we try to perform a document review, we are unable to uncheck lines not impacted by the review when reviewing plans. This issue concerns all documents migrated from version IFS 7.5 to the IFS Cloud version. Have you ever encountered this issue please? Thank you very much for your help Best regards, Ludovic MAISON

Hi everyone, I’ve noticed that the drag and drop area is not enabled when the IFS Aurena Extension (Aurena Agent) is installed and enabled for the environment the customer is working on. I understand that this is not a bug, but rather a feature. From what I gather, this is partly due to security restrictions in modern web browsers. Can anyone provide more details on these security restrictions? Specifically, why does drag and drop functionality conflict with the Aurena Agent? I found some related information in this article, but I have a customer who is curious to hear more insights and experiences from the community. Are there any workarounds or best practices for users who rely on both features? Thanks in advance for your expertise! Best regards,/ashley

Hello, I want to take a document connected to a screen together with the pdf report output. What I want is available for the Work Instruction Report. However, I want to do this for the Shop Order Report shown in the image I added. I want to do this by creating a new custom menu and linking the pdf report to this menu. Can you help me with how to do this? Is it possible to do this without development?

Hi Team, When trying to install the ‘IFS Document Management Office Add-In’ customer is getting the unknown publisher as highlighted below. Customer is in Apps10, UPD18. It is said that the App must be signed with a public signed certificate Does the customer need to sign in with the Thawte certificate. Kindly advice.

Hello, I’m struggling to get macros working in our customer’s 23R2 environment for a session I have with them very soon. I copied the macro and blocks from our GCS Demo Database, which is 24R1. I used the ones whose names begin with IFS_ and where the write used ALL CAPS. When I first ran my test using CHECKOUT, nothing happened. I’ve since gone back and am adding msgboxs to glean what information I can about what subroutine is being run at a particular moment In the IFS_01_02_GENERAL_GET_DATA block, we have the code and I’ve added the msgbox. ifs_check_out_path = clientscriptvalues.item("check_out_path").valueIf ifs_check_out_path = "" then' use the check_out_path client script value insteadifs_check_out_path = scriptvalues.item("local_path").valueend If MsgBox "We've just fetched the checkout path ["&ifs_check_out_path&"] is it blank?" When I run, the message box reads: MsgBox from macro testing This is telling me that it has not found the checkout path in either the clientscriptvalu

I’m trying to get the macros found in the 24R1 GCS demo data and in our customer’s database and have run into a brick wall. I’m hoping someone can help me knock it down. The error, MSGBOX "APPLICATION NOT INSTALLED TO ACCESS DOCUMENT" Is in the macro block named General_Open in the subroutine PUBLIC FUNCTION IFS_EXEC(O_APP, OPT, F). This is the entry point for the macro. I’m at a loss. Patrick

we have a customer that had this question logged by one of their users in the Production team, please would you be able to advise if there would be any issues with us allowing this? “Would there be any impact on IFS if we store build packs as documents? These are currently stored on Notes so we need an alternate storage location and keeping on IFS would mirror processes for other part related documents. These are .zip files, currently on notes we have 388 packs saved, total size 4866 MB. This covers a 9 year period so we wouldn't be looking to transfer all of these, but the above numbers are representative of how they would accumulate over time.” Thank you,Sanjith

Hello Experts, I am trying to transfer documents from manually created Incoming dispatch advice to receipt. I tried using register arrivals and it works but its not working for the incoming dispatch advice window. I have set up the object connection transformation but could not map the correct Source LU Key and Target LU key, When I attached a documents for the header or line level from the manually created incoming dispatch advice window it will not transfer to Receipt. Did any of the members successfully set this up and got to work? Highly appreciate your help on this. Thanks, Chamath

Hello, It is possible to retrieve in extra column in IFS cloud the difference in values ​​between two CFs? I have two Custom Fields, for example CF_12 and CF_11 and I want to display (CF_12 - CF_11) in extra column, how can I achieve it? Should I use in creating new column in this entity Custom Field - Select statement, Expression or Reference Value? Only CF_12 is located in SQL, CF_11 is not

Hi Community, I cannot distribute documents. I have completed all system requirements but the document is not delivered to the user, what should I do? According to the help documentation, the following installation has been completed. The user ID you log in with must be linked to a person in the Contacts window. The people to be added to the document distribution list must be registered in the Contacts window. You must have selected one or more documents before using the menu option for document distribution. If you are using e-mail notification as the distribution method, the relevant e-mail address(es) must be registered in the Contact/Contact Method tab.