Setting Up the IDM Integration Workflow

Some reports and documents that are generated in CloudSuite Business can be automatically sent to Infor Document Management (IDM) for storage. You can then view the documents in IDM or within CloudSuite Business through the Infor Ming.le Related Information context app. Currently most invoice and purchase order reports are predefined for this process. You can customize the integration to include additional reports.

The steps to set up and activate the IDM document workflows in Infor CloudSuite Business and IDM are described in the Infor CloudSuite Business Configuration Guide for Infor Operating Service

If an error occurs and a document workflow cannot be processed, an email is sent to the user who generated the document in CloudSuite Business. The user can then manually attach the document's PDF file in IDM or into the Related Information context app, specifying the appropriate document type and attributes.