Hi,
We have a requirement to set up a Default Document (Like Sales Conditions) for Invoices (Document Class) of one Company. This document should be attached to every invoice.
Do we have any such setup in Document Management?
Thanks
Solved
Default Document for a Document Class
Best answer by Mathias Dahl
Hi,
As Amila suggests, one option is to do this from a custom event. It's not very hard and it would work well. Your other option would be to connect the document to the company, and then create an Object Connection Transformation rule to show (not connect) that document on every invoice that uses that company. If Company is an attribute on an invoice, such a rule will be easy to create (there are plenty of rules like this predefine in an IFS installation, and the documentation describes how to make new ones). If not, then a small modification is needed to write (using code) a small "transformation method" (that option is also explained in the documentation.)
Here is a link to the documentation about Object Connection Transformation:
https://docs.ifs.com/ifsclouddocs/DefineSystemBasics/AboutObjectConnectionTrans.htm?StandAlone=true
Good luck!
+14Hi
Did you try creating a custom event so that it gets fired every time an invoice is created (or after any other action that you need the document to be attached) and it will attach a document to the record? I am not sure if there is any existing functionality to do this directly.
Thanks
Amila S. - https://www.linkedin.com/in/amila-samarasinghe-b3285974/
+32Hi,
As Amila suggests, one option is to do this from a custom event. It's not very hard and it would work well. Your other option would be to connect the document to the company, and then create an Object Connection Transformation rule to show (not connect) that document on every invoice that uses that company. If Company is an attribute on an invoice, such a rule will be easy to create (there are plenty of rules like this predefine in an IFS installation, and the documentation describes how to make new ones). If not, then a small modification is needed to write (using code) a small "transformation method" (that option is also explained in the documentation.)
Here is a link to the documentation about Object Connection Transformation:
https://docs.ifs.com/ifsclouddocs/DefineSystemBasics/AboutObjectConnectionTrans.htm?StandAlone=true
Good luck!
Hi All,
Thank you for the quick response.
I think we will have to go with a custom Event as we need to attach the document to Invoice.
Regards
Good morning,
You could also consider using the “Document Requirement” function (Document Management > Basic Data > Document Basic > Document Requirement). The help system states…
Use this tab to define and maintain profiles for document requirements. Different business objects, such as engineering part revisions or project items, can take advantage of these document requirements. A profile consists of a survey of different document classes. Documents of these classes must be connected to the object (added to the object's document survey) before the document requirement is fulfilled. A profile can be modified or deleted only if it is not being used by an object.
For example, you could enable the connection of a “Doc Requirement” to the Invoice (via the “Solution Manager > User Interface > Object Connection” screen), and maybe add a Custom Event to auto attach that “Doc Requirement” to every newly created invoice.
Kind Regards,
- Robin
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