IDM Storage and Traceability

Infor Document Management (IDM) is used to retain processed purchase order documents and exception documents for traceability and audit visibility.

These are the document categories and usage:
  • Successfully processed Customer Purchase Orders (Process Argument: Success_Document_type): Stores documents for orders that are successfully processed and created in CSI.
  • Exception or failed documents (Process Argument: Success_Document_type): Stores documents that are not completed and require Review Center visibility or exception tracking.
  • The processed attachments are stored in IDM after processing.
  • After Job completion the logs are uploaded to IDM for further auditing.
  • Success and exception records use separate document types to support traceability.
  • IDM history supports audit review for processed and exception documents.
  • The users must have the appropriate IDM access to view or manage stored documents.