Setting Up the IDM Integration Workflow

Some reports and documents that are generated in SyteLine can be automatically sent to Infor Document Management (Document Management) for storage. You can then view the documents in Document Management or within SyteLine through the Infor OS Portal or 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.

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