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Question

Report Rule on payement Advice

  • September 11, 2026
  • 1 reply
  • 9 views
Hero (Customer)
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Currently, payment advice is generated when a supplier order proposal is validated.

The PDF is generated and stored in the Report Archive.

We would like to add this PDF to Docman so that it can be accessed directly through the Supplier Payment Analysis. However, we have been unable to determine how to achieve this.

Any guidance or advice on how this could be implemented would be greatly appreciated.

 

Report Définition : 

 

how can we enrich the ConnectedLU to add PaymentPerCurrency for exemple please?

 

Kind regards,

1 reply

Hero (Employee)
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  • Jane Perry
  • Hero (Employee)
  • September 13, 2026

Hi.  I foud the following information that should help you -

 

Yes, in IFS Cloud / IFS Applications, you can automatically transfer PDFs generated in the Report Archive into Docman and connect them to business objects so they are directly accessible from pages like Supplier Payment Analysis.

There are two main approaches to set this up: Method 1 (Report Rule Engine — Recommended) and Method 2 (Event Action on PDF_REPORT_CREATED).

 

Prerequisites

  1. Enable Object Connection on Target Page:

    • Go to Object Connections in IFS.

    • Ensure that the Logical Unit (LU) representing the payment record on Supplier Payment Analysis (e.g., OrderLedgerItem, PaymentOrder, or PaymentProposal) has DocReferenceObject enabled so the Attachments / Documents panel is active on that screen.

  2. Confirm Docman Setup:

    • Ensure a Document Class (e.g., FINANCE or PAYADVICE) exists in Docman with proper repository access for generated reports.

 

Method 1: Using IFS Report Rules (Recommended)

The Report Rule Engine provides a built-in, no-code way to capture report outputs and attach them to Docman.

  1. Navigate to Report Rules in IFS.

  2. Create a new rule for Report ID: UNIFORM_PAYMENT_ADVICE_REP (or PAYMENT_ADVICE_REP).

  3. Add a new Action:

    • Action Type: Create Document / Archive to Docman.

    • Doc Class: Select your document class (e.g., FINANCE).

    • Target LU Name: Specify the target Logical Unit (e.g., OrderLedgerItem or PaymentOrder).

    • Key Ref (Object Keys): Map XML parameters from the payment advice report payload to the key reference format expected by the target LU (e.g., COMPANY=10^PAYMENT_ID=1001^...).

  4. Set the rule to Active and save.

Method 2: Using Custom Event Action (PDF_REPORT_CREATED)

If dynamic logic or custom key extraction is required, you can use the standard system event:

  1. Navigate to Custom Events / Event Actions.

  2. Create an action for the system event PDF_REPORT_CREATED.

  3. Add conditions so the event only fires when REPORT_ID matches your payment advice report ID (UNIFORM_PAYMENT_ADVICE_REP / PAYMENT_ADVICE_REP).

  4. Set the action to Execute PL/SQL Block:

    • Use IFS standard Docman APIs (Doc_Title_API.Create_New_Document_, Doc_Reference_Object_API.Create_New_Reference_, and Pdf_Archive_API) to extract the PDF binary stream from the Report Archive, upload it as a new document revision in Docman, and link it to the payment record key.

How it Works for Users

Once configured:

  1. When a payment proposal or order is validated, the Payment Advice PDF generates in the Report Archive as normal.

  2. The Report Rule or Event Action automatically checks the PDF into Docman and links it to the payment record.

  3. Users navigating to Supplier Payment Analysis can open the Attachments / Docman panel on the record to view or download the Payment Advice PDF directly.

 

Please advise if there are any questions.  Thanks!  Jane

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