Troubleshooting

This table shows the troubleshooting information:
Problem Cause Solution
Error status in Document Capture (Ephesoft Transact) during export of document to IDM Connection issue Download the Ephesoft application log and check the log for guidance about the cause of error.
Not correct ION API file Apply the correct ION API file to the batch class in Ephesoft Transact.

The IDM-CaptureUser (Service user) must have the IDM-AdvancedUser security role to add a document in IDM.

Errors in the Ephesoft batch class configurations Verify the ‘Generate BOD XML Plugin’ and the ‘IDM Export Plugin’ details in your batch class.
Document type 'TestInvoice' missing in IDM Import the document type according to the instructions in this guide.

See Importing the IDM document type.

If the integration still cannot be verified, go to Infor Concierge at https://concierge.infor.com/ and create a support incident.