Configuring IDM enablement in FSM reports

Use the IDM Formatted Printout export option for the new Financial EPM Platform reports after performing necessary configuration of data model and templates imported to IDM.

The Report Templates (Document Type) and the corresponding Data Model (Document Properties and Attributes) are stored as XML files. You must import an XML document that includes the necessary data for all Financials and Supply Management Analytics Analytics reports.

Locate KB 3507302 in Infor Customer Portal to get the latest version of the XML file. To enable statutory printouts within Financials & Supply Management, follow the instruction on how to upload the Report Templates and Data Model to IDM.