Setting Up the Document Automation Interface

Infor CPQ Document Automation is a separately purchased product that is used to create configurable documents; for example, proposals that include MSDS (material safety data sheets), drawings, cover letter, and specifications. You can combine various pieces of documentation to build a single document. You can also build documents such as manufacturing instruction sheets, additional shipping information, or sales order addenda that further describe the options in a configured product.

You can access the Document Automation interface through the Generate Document button and Actions > Generate Document menu option on some SyteLine forms. The button and menu option are displayed only after you have set up fields on the Inventory Parameters form.

Note: In the cloud environment, this task is completed automatically. You should not change entries unless advised by Infor.

To set up SyteLine to work with Infor CPQ Document Automation:

  1. Open the Document Types form.
  2. Specify this information:
    Document Type
    Specify a document type name for CPQ Configurator documents; for example, CfgDBFile.
    Description
    Optionally, specify a description for the document type.
    Storage Method
    Specify Database.
    File Extension
    Optionally, specify the file extension that is associated by default with this document type.
    Media Type
    Optionally, specify a default media type for this document type.
  3. Click Save.
  4. Open the Inventory Parameters form.
  5. Specify the Configurator URL, which is used to access the Infor CPQ Document Automation application. Save your changes.
  6. Specify the name of the Document Automation Application ID, as provided in your Infor CPQ documentation. SyteLine uses this name to locate the name space and rule sets.
  7. Specify the appropriate Document Automation Name Space, as provided in your Infor CPQ documentation.
  8. Optionally, specify a Default Rule Set to be used when the interface is opened. The list of rule sets is based on the specified Document Automation Application ID and Document Automation Name Space. If no default rule set is specified here, you must select a rule set before continuing with document generation in Infor CPQ.
  9. Click Save.
  10. After setting up the fields, restart SyteLine so that the Document Automation buttons are enabled throughout the application.
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