Document Management (DocMan)

This will include questions related to document management.

  • 692 Topics
  • 3,133 Replies

692 Topics

A
Sidekick (Employee)
Aisha RefaeSidekick (Employee)
asked in Document Management (DocMan)

Documents Attached to Register Arrivals through to Receipt- is this possible?

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

9
M
Sidekick (Customer)
1 year ago
Mathias Dahl
Superhero (Employee)
Mathias DahlSuperhero (Employee)
posted in Document Management (DocMan)

Shared document repositories in IFS Cloud - folders will not be created for you

I was bitten by this myself just now so I thought to share it (this should be in the documentation but is not yet).When you use Shared repositories in Docman in IFS Cloud (Remote deployment option only), you need to make sure that any folder, if you specify any in the Path field, is there on the server. It will not be created for you.So, as in the example below, the folder k8s122test must exist in the shared folder on the server. Otherwise you will get a cryptic error message... 

2
Mathias Dahl
Superhero (Employee)
1 year ago
S
Sidekick (Employee)
ShouSidekick (Employee)
asked in Document Management (DocMan)

How-to show "view" button for an attachment - IFS Cloud

Hi, I attached serveral types of files under phurchase order :pdf, doc, txtand find only [*.pdf] file will show the “view” button. what is the logic behind it? is there anyway to config it? 

2
Mathias Dahl
Superhero (Employee)
1 year ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

disallow the addition of an approval step

Is it possible to disallow the addition of an approval step when the status of the document revision is "in the approval process" ?  (in Version IFS10)

8
R
Sidekick (Partner)
10 months ago
I
Do Gooder (Employee)
isujlkDo Gooder (Employee)
asked in Document Management (DocMan)

Open up an Outlook mail with attachments and eSignature in Aurena

Hi,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 (used “agentcall DownloadAndSend”) but the customer needs to get the e-signature into the new outlook mail. Is it possible to open up new outlook mail with a loaded e-signature in Aurena? Please see the below screenshots of how this works in the Aurena application right now.  Also, I checked the formatted text in outlook mail. It's “Aa plain Text”.  

4
Mathias Dahl
Superhero (Employee)
1 year ago
P
Sidekick (Customer)
PD.Ryan.KerrSidekick (Customer)
asked in Document Management (DocMan)

Apps 9 - Approval Creator

Afternoon, Has anyone ever found a location for the Approval Creator? Basically, what I’m attempting to create using a custom event is to email the creator of the approval process if the approval line is ‘Approved’ I’ve checked some of the views such as Approval_current_step and Approval_Routing and neither of these have the creator of the approval process. Any ideas? Kind regards,Ryan

9
S
Superhero (Customer)
2 years ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Document Management (DocMan)

Internal Supplier Invoice via MHS - Image Creation Issue

Community, We have been trying using below instruction documentation to create the report rule,  and schedule a schedule job, called “Check in Invoice Report Document”.  It is checking in one supplier invoice and create the image (PDF) file for the first time, then it never works.wondering what will be the issue behind scene. attached the instruction on how to create the report rule.Thank you.

6
R
Hero (Customer)
2 years ago
D
Sidekick (Employee)
Dinith PathirageSidekick (Employee)
asked in Document Management (DocMan)

Merge documents into one PDF.

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.

3
Mathias Dahl
Superhero (Employee)
1 year ago
A
Do Gooder (Customer)
Andre MartinDo Gooder (Customer)
asked in Document Management (DocMan)

Failed to read binary data from database

Hi,I am trying to send additional documents with the mail of the order using the topicAdd Purchase Order Attachments to the Same Email , When Print Order Unfortunately, I get the following error message."Failed to read binary data from database: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=TECHN-TSPEC, DOC_NO=1250234, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0)Caused by: ifs.fnd.base.SystemException: Failed to read binary data from database: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=TECHN-TSPEC, DOC_NO=1250234, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0)Caused by: ifs.fnd.base.DatabaseException: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=TECHN-TSPEC, DOC_NO=1250234, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0)"All files in the folder are 0 kByte in sizeWhich right is missing?RegardsAndré

5
Mathias Dahl
Superhero (Employee)
2 years ago
U
Sidekick (Employee)
UMSEUSSidekick (Employee)
asked in Document Management (DocMan)

Document management-using default Repository

My customer are in APP10 UPD12 using only Aurena client and MS AAD. They are going to start using the DOCMAN..Here is the question I received from customer “ I need to know the impact of Document Management on the system?  We are looking at approximately 1 million + documents per year.  What is the impact of using the default repository?  What options are available?  Ect" I have also read it in community note that “to over come the growing database concern, customer could opt for the other repository options which is already there in the document management.Those other options are FTP and shared folders (on the application server itself or on a network share).”But in another answer FTP and Shared document repositories are currently not supported there. Could someone clarify the above so we can give them a firm solution for this please?  Thank youUma Selvaraj

3
Mathias Dahl
Superhero (Employee)
2 years ago
S
Sidekick (Employee)
SasonoSidekick (Employee)
asked in Document Management (DocMan)

local checkout path - Cloud

How can I change local checkout path ?It is not automatically set, after first time of checking in/out the document, and it is not possible to change it in the User setting even if the user has document admin access.

5
J
Sidekick (Employee)
11 months ago
L
Do Gooder (Customer)
LorraineMDo Gooder (Customer)
asked in Document Management (DocMan)

Documents viewed remain in the temporary file

When we 'View' a document in IFS, it is being saved in the IFS checkout path e.g. for me, it is in my C drive, but the file is never deleted from that location. Can we remove the cache from IFS as we don't want these documents to be stored in a temporary file path upon viewing them?

2
L
Do Gooder (Customer)
2 years ago
S
Hero (Customer)
SHAUN_KERSLAKEHero (Customer)
asked in Document Management (DocMan)

IFS Cloud - FTP to File Share - Change Docman Pointers

All,We are upgrading to IFS Cloud 23R2 (Remote) from Apps 10, where we have historically used FTP as a repository type. Since this is no longer supported, we are moving to File Share and use of a Windows share instead.We have manually moved the files from FTP to File Share.I am looking for guidance on what I need to do to change the "file pointer" in Docman as well as add some metadata used by File Storage please for all our existing documents?Does someone have a pre-existing script they would be willing to provide? Thanks in advanceShaun

12
Mathias Dahl
Superhero (Employee)
3 months ago
Drausenhaus
Sidekick (Partner)
DrausenhausSidekick (Partner)
asked in Document Management (DocMan)

Media Archive no longer in IFS Cloud from 22R2?

Archive media items is available in 21R2, but no longer in 22R2?@Mathias Dahl would  you know about this?( I know Media items are not part of DocMan, but I couldn't find any “Enterprise” topic ...)

14
Mayura Wasantha
Hero (Employee)
9 months ago
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
M
Hero (Partner)
malik.sallyHero (Partner)
asked in Document Management (DocMan)

DOCUMENT_TICKET_TEMP_PATH clean up

Does anyone (I am looking at @Mathias Dahl  😁 here) know whether files in the app server are deleted / cleaned up on a regular basis. The app server file path is defined under DOCUMENT_TICKET_TEMP_PATH of “document default values” Reason for questioning this is, I’ve written an event action based on PDF_REPORT_CREATED job to unpack documents connected to a Purchase Order / Line and email it as an attachment to along with the purchase order. I don’t want the system to clog up by storing temp files in the App Server.Thanks in Advance! Malik 

2
M
Hero (Partner)
1 year ago
D
Do Gooder (Customer)
dkjensenDo Gooder (Customer)
asked in Document Management (DocMan)

Where can I find documentation on setting up Document Management Repository as a shared file location

i am looking for documentation on setting up repositories in a shared file location for Document Management.

3
Mathias Dahl
Superhero (Employee)
2 years ago
ToBeNL
Hero (Employee)
ToBeNLHero (Employee)
asked in Document Management (DocMan)

Tailoring LOV pulldown contents?

Consider the following example: Yes, I know I can use Find to filter on more attributes than are displayed here, but if I would like to see the Document Title in the LOV pulldown (instead of Description1 which is displayed by default) could I achieve this through Page Designer or would that require a modification?

5
Mathias Dahl
Superhero (Employee)
1 year ago
E
Sidekick (Customer)
eedwardsSidekick (Customer)
asked in Document Management (DocMan)

Always asked what app to open jpg files

Hello,Every time I open a jpg attachment in apps 10 IEE, I get the “How do you want to open this file?” prompt by Windows, and regardless of how many times I check the “always use this app to open .jpg files” checkbox, I always get this prompt when I open a jpg attachment. I know Windows is storing this app as the default program because Windows never prompts me with this when I open jpgs via other methods like email attachments, locally saved jpgs, network pictures, etc. It’s only occurring when I open a jpg via the IEE app. I can even navigate to the folder where IFS downloads the jpg file and open it successfully from there. I’ve tried resetting the Photos app in Windows and re-confirming the default app choices in app settings. I’ve spoken to other users of our apps 10 IEE setup and they don’t appear to have this same issue. Any thoughts on how to remedy this?Thanks,Evan Edwards

22
Mathias Dahl
Superhero (Employee)
6 months ago
I
Do Gooder (Partner)
idcaidaalDo Gooder (Partner)
asked in Document Management (DocMan)

IFS document File Location on Database

Hi,  If anyone can help me with the Table storing IFS Documents on the Database? Kind Regards,Aida.

5
Mathias Dahl
Superhero (Employee)
1 year ago
M
Sidekick (Employee)
Malin NorgrenSidekick (Employee)
asked in Document Management (DocMan)

Print attached documents to specified printer

For customer on APPS10, soon to be on IFS Cloud 21R1, On a work order, is there a way to get attached documents to print to a specific printer?In existing functionality where you can “Print attached documents” from work order guidelines, it will download docman document and then print to the default printer installed on device running the IFS application.Could it be possible to setup so that certain doc classes for example, gets routed to specific printers? Similar to our Printer Definition for operational reports functionality?Any ideas how to create such a modification, or configure it to do that? This is a question i have gotten few times by different customers. For example, drawings needs to go to a certain color printer, while work instructions or other attached pdf documents should go to a black and white printer in a different area. Ideally we would select a RMB, “print work order package” and print all attached documents, and depending on what doc class, send them to different

1
Mathias Dahl
Superhero (Employee)
2 years ago
B
Hero
Bright ZhaoHero
asked in Document Management (DocMan)

Can not attach file in Customer Invoice

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!

5
B
Hero
2 years 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
AndreasIsengaard
Sidekick (Partner)
AndreasIsengaardSidekick (Partner)
asked in Document Management (DocMan)

Upload VIEW-copy using CreateAndImportDocument.svc

When using CreateAndImportDocument.svc we invoke the CreateAndImportDocument.svc/GetDocumentUrl which returns a URL in the form of: https://<cloud-environment>:<port>/int/ifsapplications/projection/v1/CreateAndImportDocument.svc/EdmFileSet(DocClass='<class>',DocNo='<no>',DocSheet='1',DocRev='A1',DocType='ORIGINAL',FileNo=1)/FileDataNow, uploading original works fine - but what about uploading the view copy? I’ve tried changing doctype to VIEW in URL (and yes, EDM basic has been setup to PDF = VIEW) etc but I’m kinda stuck.If someone could point me in the right direction I would be very happy (extra ping goes to @Mathias Dahl  :) )This is IFS Cloud21R2 atm I am testing against.

3
Mathias Dahl
Superhero (Employee)
1 year ago
Osthewha
Sidekick (Customer)
OsthewhaSidekick (Customer)
asked in Document Management (DocMan)

Bookmarklets.. but how can we make these ourselves ?

Attending a webinar regarding Document Managament where Bookmarklets were presented …How can I make them myself ? 

2
H
Do Gooder
10 months ago

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