SA Administrator Options - Integrations - Document Management field descriptions

Infor Document Management Company Options

Save Documents in Infor Document Management with Division
Select this option if you are using divisional security and you want to limit your users' access to Infor Document Management (IDM) forms based on their division or division group assignment. When this option is selected, the Division # and Division Group attribute types are updated in the XML output for these Format 4 forms when they are sent to IDM:
  • Acknowledgement
  • AP check and electronic remittance
  • AR statement
  • Bill of lading
  • Invoice, commercial invoice, and consolidated invoice
  • Delivery note
  • OE, VA, and WT pick ticket/packing list
  • Purchase order
  • Quote
These forms are generated when you select Print Format 4 in SA Administrator Options, and specify an Output Type of IDM Output Management or IDM Output Management and Third Party.
To control your users' access to IDM forms assigned to a certain division or division group, you can create an Access Control List (ACL) in IDM. ACL rules can be set up for the list assigned to an IDM document type that control access to an Infor OS security role.
See the Infor Document Management Output Management User Guide for information on ACL rules.
See the Infor CloudSuite Distribution Configuration Guide or Infor Distribution SX.e Configuration Guide for Infor OS for instructions for setting up your IDM forms.

Infor Document Management Email Options

Certificate Attachment Size Limit Per Email (Megabytes)
Specify the maximum attachment size limit in Megabytes for product certificate emails.
Note: If this value is not specified, default size of 20 megabytes is applied and the certificates are grouped into one or more emails to ensure each email remains below the default limit.
Email Template Document Type ID
Specify the document type ID set up in Infor Document Management (IDM) for your email templates.
If you are using the standard email template provided with IDM, leave this field blank.
If you are using a custom email template, specify SX_Custom_Form_Templates if you are using the default custom templates location. Otherwise, specify the document type ID of your custom templates.
Note: Custom email templates are generally used to send emails with specific elements of the email translated into the language selected for the form. The email subject is always translated to the language of the attached form, regardless if the standard or custom IDM email template is used. Supported languages in addition to English include French and Spanish.
[Form] Email Template Name
Specify the name of the email template to be used when emailing each form. This template must be stored in IDM with the Document Type ID specified in the Email Template Document Type ID field.
Leave the Template Name blank if you are not using a custom email template when emailing that form. In that case, the standard IDM email template is used.
You can specify a custom email template name for these forms:
  • Acknowledgement
  • AR Invoice
  • Back Order Fill
  • Bill of Lading
  • Check
  • Check Remittance
  • Commercial Invoice
  • Consolidated Invoice - Order
  • Consolidated Invoice - Product
  • Counter Receipt
  • Delivery Note
  • Electronic Remittance
  • Invoice
  • Manifest
  • OE Bulk Pick Ticket
  • OE Pick Ticket
  • Purchase Order
  • Purchase Order Pre-Receiving
  • Quote
  • Statement
  • VA Internal Print
  • VA Bulk Pick Ticket
  • VA Pick Ticket
  • Work Order
  • WT Bulk Pick Ticket
  • WT Pick Ticket

Infor Document Management Email Subjects

This section enables you to configure custom email subject lines when you use IDM. Custom subject lines help users identify, sort, and locate emails. You can use the Actions icon to add dynamic fields to the email subject. When an email is generated, the values of these fields are inserted automatically.

You can use the Enter Subject in Multiple Languages option to specify translations in any language defined on the SA Table Code Value Setup - Languages screen.

Note: The Enter Subject in Multiple Languages option is enabled only when you specify a custom subject.
You can define the customized email subject for these forms:
Acknowledgement Email Subject
These fields can be included in the email subject for the Acknowledgement form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Order #
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Acknowledgements section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
AR Invoice Email Subject
These fields can be included in the email subject for the AR Invoice form:
  • Company Name
  • Customer Name
  • Invoice #
Note: The specified subject is displayed in the email only if these conditions are met in the Invoices section on the SA Administrator Options - Customers - Invoices screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Bill of Lading Email Subject
These fields can be included in the email subject for the Bill of Lading form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Order #
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Bill of Lading section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Check Email Subject
These fields can be included in the email subject for the Check form:
  • Company Name
  • Vendor Name
  • Division Name
  • Check #
Note: The specified subject is displayed in the email only if these conditions are met in the Checks section on the SA Administrator Options - Vendors - Print Formats screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Check Remittance Email Subject
These fields can be included in the email subject for the Check Remittance form:
  • Company Name
  • Vendor Name
  • Division Name
  • Check #
Note: The specified subject is displayed in the email only if these conditions are met in the Checks section on the SA Administrator Options - Vendors - Print Formats screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Commercial Invoice Email Subject
These fields can be included in the email subject for the Commercial Invoice form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Invoice #
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Invoices section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Consolidated Invoice Email Subject
These fields can be included in the email subject for the Consolidated Invoice form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Consolidated Invoice
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Invoices section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Counter Receipt Email Subject
These fields can be included in the email subject for the Counter Receipt form:
  • Company Name
  • Customer Name
  • Order #
Note: The specified subject is displayed in the email only if these conditions are met in the Counter Receipts section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Delivery Note Email Subject
These fields can be included in the email subject for the Delivery Note form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Order #
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Pick Tickets section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Electronic Remittance Email Subject
These fields can be included in the email subject for the Electronic Remittance form:
  • Company Name
  • Vendor Name
  • Division Name
  • Check #
Note: The specified subject is displayed in the email only if these conditions are met in the Checks section on the SA Administrator Options - Vendors - Print Formats screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Invoice Email Subject
These fields can be included in the email subject for the Invoice form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Invoice #
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Invoices section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Manifest Email Subject
These fields can be included in the email subject for the Manifest form:
  • Company Name
  • Truck ID
  • Driver Name
Note: The specified subject is displayed in the email only if these conditions are met in the Manifests section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
OE Bulk Pick Ticket Email Subject
The Company Name field can be included in the email subject for the OE Bulk Pick Ticket form.
Note: The specified subject is displayed in the email only if these conditions are met in the Pick Tickets section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
OE Bulk Pick Ticket Email Subject
These fields can be included in the email subject for the OE Pick Ticket form:
  • Company Name
  • Warehouse Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Order #
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Pick Tickets section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Purchase Order Email Subject
These fields can be included in the email subject for the Purchase Order form:
  • Company Name
  • Purchase Order #
  • Vendor Name
Note: The specified subject is displayed in the email only if these conditions are met in the Purchase Orders section on the SA Administrator Options - Documents - Purchase Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Quote Email Subject
These fields can be included in the email subject for the Quote form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Order #
  • Customer PO#
Note: The specified subject is displayed in the email only if these conditions are met in the Acknowledgements section on the SA Administrator Options - Documents - Sales Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Statement Email Subject
These fields can be included in the email subject for the Statement form:
  • Company Name
  • Customer Name
  • Division Name
  • Statement Date
Note: The specified subject is displayed in the email only if these conditions are met in the Statements section on the SA Administrator Options - Customers - Statements screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
VA Internal Print Email Subject
These fields can be included in the email subject for the VA Internal Print form:
  • Company Name
  • Customer Name
  • Ship To Name
  • Value Add Order #
Note: The specified subject is displayed in the email only if these conditions are met in the Internal VA Print section on the SA Administrator Options - Documents - Value Add - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
VA Bulk Pick Ticket Email Subject
The Company Name field can be included in the email subject for the VA Bulk Pick Ticket form.
Note: The specified subject is displayed in the email only if these conditions are met in the Pick Tickets section on the SA Administrator Options - Documents - Value Add - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
VA Pick Ticket Email Subject
These fields can be included in the email subject for the VA Pick Ticket form:
  • Company Name
  • Warehouse Name
  • Customer Name
  • Ship To Name
  • Division Name
  • Value Add Order #
Note: The specified subject is displayed in the email only if these conditions are met in the Pick Tickets section on the SA Administrator Options - Documents - Value Add - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
Work Order Email Subject
These fields can be included in the email subject for the Work Order form:
  • Company Name
  • Warehouse Name
  • Division Name
  • Work Order #
Note: The specified subject is displayed in the email only if these conditions are met in the Work Orders section on the SA Administrator Options - Documents - Kit Production - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
WT Bulk Pick Ticket Email Subject
The Company Name field can be included in the email subject for the WT Bulk Pick Ticket form.
Note: The specified subject is displayed in the email only if these conditions are met in the Pick Tickets section on the SA Administrator Options - Documents - Transfer Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.
WT Pick Ticket Email Subject
These fields can be included in the email subject for the WT Pick Ticket form:
  • Company Name
  • From Warehouse Name
  • To Warehouse Name
  • Ship To Name
  • Division Name
  • Warehouse Transfer #
Note: The specified subject is displayed in the email only if these conditions are met in the Pick Tickets section on the SA Administrator Options - Documents - Transfer Orders - Printing screen:
  • The value in the Print Format field is set to 4.
  • The value in the Output Type field is set to IDM Output Management or IDM Output Management and Third Party.