Generate IDM documents

To generate IDM documents, select the Use IDM Template check box. This field is located in different business classes and uses the assigned IDM template for a specific output document to generate IDM documents.

See IDM templates reference information.

This table shows the list of actions to generate output document and their respective IDM document type.

Output document IDM document type Action Batch Online
Addendum Document Contract Document Create Addendum Contract Document ✓
Advanced Dunning Letter Advanced Dunning Letter Advanced Dunning Letter File Generation ✓
Basic Dunning Letter Basic Dunning Letter Basic Dunning Letter File Generation ✓
Billing Invoice Billing Invoice Generate Invoice ✓
Contract Document Contract Document Create Contract Document ✓
Contract Redline Document Contract Redline Document Create Contract Document ✓
EFT Notification Print EFT Notification Print EFT Notification Print ✓
Federal Financial Report Federal Financial Report Generate Reporting Settings ✓
Intercompany Billing Invoice Intercompany Invoice
  • Generate Document
  • Release
 ✓
Invoice Register Invoice Register Invoice Register ✓
Invoice and Register Print Billing Invoice/Invoice Register Invoice and Register Print ✓
Letter of Retention Letter of Retention
  • Payment Close
  • Generate Letter of Retention
 ✓ ✓
Order Entry Daily Shipment Journal Order Entry Daily Shipment Journal Order Entry Daily Shipment Journal ✓
Payables Debit Memo Payables Invoice Generate Debit Memo ✓
Payables Chargeback/Credit Memo Payables Invoice
  • Generate Credit Memo
  • Generate IDM Chargeback
 ✓ ✓

Payables Payment Output - Check

Payables Payment Output
  • Electronic Payment Creation
  • Process IDM Output Files
  • Generate Payment Check
 ✓ ✓
Payables Payment Output – Remittance Advice Payables Payment Output
  • Electronic Payment Creation
  • Payment Clearing File Creation
  • Generate Remittance Advice
  • Process IDM Output Files
 ✓ ✓
Payables Payment Output Wire Transfer Payables Payment Output
  • Electronic Payment Creation
  • Process IDM Output Files
 ✓ ✓
Payment Request Notice Print Receivables Payment Request Notice Payment Request Notice Print ✓
Project Invoice Project Contract Invoice Generate Invoice ✓
Project Invoice Reversal Project Contract Invoice Reverse Journalized Invoice ✓
Purchase Order Purchase Order
  • Issue Draft
  • Issue Final
  • Mass PO Issue
 ✓ ✓
Receivable Invoice Receivable Invoice
  • Generate Invoice
  • Generate Invoices
 ✓ ✓
Receivable Statement Print Receivables Statement Print Statement ✓
Receiving Delivery and Putaway Receiving Delivery and Putaway
  • Release and Deliver
  • Release and Deliver no Back Orders
  • Receiving Delivery and Putaway
 ✓ ✓
Requisition Requisition
  • Issue Draft
  • Issue Final
  • Print Requisitions
 ✓ ✓
US1099 Form US1099 Form
  • Mass Generate Form 1099
  • Generate Form 1099
 ✓ ✓
Vendor Statement Vendor Statement Vendor Statements ✓
Warehouse Bill of Lading Print Bill of Lading Warehouse Bill of Lading ✓
Warehouse List Warehouse Packing List Warehouse Packing List Print ✓
Warehouse Pick List Print Warehouse Pick List Warehouse Pick List Print ✓
Warehouse Proof of Delivery Warehouse Proof Of Delivery Warehouse Proof of Delivery Print ✓