Verifying the configuration for IDM workflows

After the configuration is set up in all applications, use these steps to generate a document in SyteLine and verify that the document is available, with the appropriate attributes, in Document Management.

For verification purposes, just ensure that the PO report is generated and displayed:

  1. In SyteLine, open the Purchase Order Report form and print a purchase order.
  2. Open the IDM Workflow Logs form and verify that a record exists for the new PO.

    See the online help for an explanation of the fields on this form.

  3. In the Infor Document Management application, verify that you can find and preview the document using these options in the Search:
    Document Type
    Specify CS_PurchaseOrder.
    Property or Attribute
    Verify that these attributes are in the list: Purchase Order and Vendor Number. Select Purchase Order.
    Operation
    Select Like.
    Search Value
    Specify the PO number. Use the % wildcard character to allow for leading and trailing spaces.
  4. In SyteLine, open the Vendors form.
  5. Select the vendor associated with the purchase order number that you printed.

    In the Related Information context app, the document should be displayed automatically. The default entity type is All, which displays any document that matches the current record.

  6. Verify that you can preview the purchase order.

If you encounter problems with workflows, see the help topic on troubleshooting IDM workflows.