Replies posted by Daniel_JZH

12 Replies

Daniel_JZHSidekick (Customer)

show an invoice in an order

Hello community, I have a document attached to a customer invoice (CustomerOrderInvHead) and I want to show this document also in the attachments of a customer order (CustomerOrder). I tried to use Object Connection Transformations, but I could not find the INVOICE_ID in the Target LU Key list. Which transformation method should I use to link the documents from invoice to customer order ? Can I use SQL ? if yes, how to do it ? Thanks in advance for your help! Do you have access to the Product Documentation. Specifically the “About Object Connection Transformation “ page? Hello Mayura,Yes, I didn’t notice that there’s explanation. I think I got the answer for my question. Thanks!“For some scenarios it is not possible to map the target and source columns due to the fact that the source columns are not included in the target database view. You then have two options which both require some programming work. You can either extend the target view with the necessary columns or c

1 year ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

transfer documents of component to an assembly part

Hi, Okay, I think I understand now. You want documents from a child part (component, as you call it) to also be seen on the parent (assembly). Correct me if I'm wrong. Since there is a relational entity (EngPartStructure) that ties them together, you cannot use a simple mapping on your Object Connection Transformation rule to accomplish this. Also, rules cannot be chained together. That is, you cannot transform things in steps, via different rules. If you want to do this, you need to write PL/SQL code to handle the transformation from documents from the child part to the parent. If you look at the system defined Object Connection Transformation rules you will find other rules that uses code (a method in an API) to do the transformation. This will count as a customization, although a quite small one and you might need help from IFS or a partner to implement it. Your other option is to create a custom event with a custom event action that uses PL/SQL code to duplicate document connectio

2 years ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

transfer documents of component to an assembly part

Hi, You say it is impossible, can you tell us why you think so and what you tried? Also, if you haven't already, have a look at the very detailed documentation that explains the different options you have when setting up Object Connection Transformation rules: https://docs.ifs.com/ifsclouddocs/21r2/DefineSystemBasics/AboutObjectConnectionTrans.htm?StandAlone=true Thanks! /Mathias Hello @Mathias Dahl ,I’m sorry for ma late response. I’ve tried two ways.1/ I tried “EngPartRevision” directly to “EngPartRevision”, but I cant find an appropriate transformation method. 2/ I tried “EngPartRevision” (sub part) to “EngPartStructure” then to “EngPartRevision” (assembly part).The first step succeeded, the document is transferred from “EngPartRevision” (sub part) to “EngPartStructure”, as the picture below shows : But the second step failed, the document isn’t transferred to “EngPartRevision” (assembly part) : Could you help me please ?

2 years ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

Is it possible to connect a document folder to a projet ?

Thanks! Some ideas: Stop using folders and let the project be the “container” of the documents :-o A document folder, from my view, is a poor-man’s “real” business object, something we use when there is no other object to connect the documents to. Or, of course, we can see them as a way to group documents from other perspectives... Implement a custom event that, at some triggering point, copies the documents from some template folder (or template project) to the project you want. As above, but using a custom menu/command. Copy the document connections from the document folder and paste them on the project. This requires some clicking, but if there are many documents it might be worth it. @Mathias Dahl Thank you so much for your ideas ! I’ve also thought about some of them and you just ensure the possibility ;) And I’m now analyzing the advantages/disadvantages of each solution. Maybe I’ll come back to you if I have questions ;)

2 years ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

Is it possible to connect a document folder to a projet ?

You have the answer now, I think. Now we want answers! :-) Why do you want to do this, for what purpose, when, who, etc…? And yes, we have got the question before, but it was a while ago now… Hi @Mathias Dahl,The colleagues in workshop need to archive several types of files (ex. inspection plan, checklist, etc.) in IFS linking with operations or shop orders. These documents will be used for quality inspection by other colleagues. I’m searching for an appropriate document management solution for this need, (and maybe other departments could use the same document folder tree for other purposes). The document folders will help to better classify the documents and to facilitate the search of the relative documents. As all these documents are specific for each project, I thought it would be great if we could have these folders linked to projects.

2 years ago

Daniel_JZHSidekick (Customer)

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

What is the use of "Method Name" in Object connections

@Amila Samarasinghe @Ragul Ravindira Thank you both for your explanation.I understand now the methods “get”. But I still have a question with the methods “create”. In my example below, what will happen when I select the method “Create_New_Folder” ?

2 years ago

Daniel_JZHSidekick (Customer)

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

What is the use of "Method Name" in Object connections

hi @Ragul Ravindira @Himasha Abeywickrama,Thank you for your answers.@Himasha Abeywickrama, I’ve seen the description in the documentation, but I don’t understand what it means…@Ragul Ravindira, I cant open your link, I suppose it’s the same with that @Himasha Abeywickrama send me ?Do you have an example for me, please ?

2 years ago

Daniel_JZHSidekick (Customer)

asked in Distribution (CRM, Commerce)

Percentage information in an advance invoice

Hi @Ravinatha Ariyarathna , thanks for your answer

2 years ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

Is it possible to connect a document folder to a projet ?

Hi @Daniel_JZH It is not possible to add Document Folder to the attachment panel. If you go to Object Connections window and go to the help documentation, there you can see the available services you can add to the attachment panel Hi @Amila Samarasinghe,thanks for your response.Yeah, I’ve seen it. It said that it’s “a sample list of standard services available in IFS Applications” and I was wondering whether there’s another list which is exhaustive...

2 years ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

Attach a document to Shop Floor Workbench

You can’t attach things to the workbench because it is just a view into the shop orders showing the next available operation per shop order organized based on the filter. The attachment needs to be further up the line connected to the inventory part, or the shop order, or the shop order work guidelines depending on what it is you are trying to make available. Connecting to the routing operations would be for specific instructions for that operation, but drawings for example would best be connected to the inventory part and then transformed via object connection transformations to the point you want to view them at the workbench level. There are a few posts on the community on this subject, but you won’t find a direct solution to the way you’ve phrased your question because the connection to the workbench doesn’t work in that manner. Hi ShawnBerk, ok, got it. Thank you so much for your quick response and your propositions. I’ll discuss with my colleagues to make our final deci

2 years ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

Document file template

@matt.watters Hello Matt, If I want the system to use the template automatically, I should choose the same language ? The document class, format, and language are all used to determine which file template to be used. (the reason is that you might want different file templates depending on the language and format.) Class is of course not optional to use on a document, but I think you don’t need to use language or format on the document in order to use templates. Great that you got it to work! Thanks a lot ! I got it !

2 years ago

Daniel_JZHSidekick (Customer)

asked in Document Management (DocMan)

Document file template

@matt.watters Hello Matt,Thank you so much for your quick response !This time it works !!!If I want the system to use the template automatically, I should choose the same language ?

2 years ago

Replies posted by Daniel_JZH

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