Document Output Management for Infor Financials and Supply Management User Guide

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About this guide
Overview
Verifying IDM configuration
Enabling configuration attributes update
Including IDM templates in tenant refresh
IDM configuration files
Importing IDM configuration files
Checking IDM connection
OS Portal overview
Accessing FSM in Infor OS Portal
Output documents and templates
Enable document templates
Document template setup
IDM templates reference information
Billing templates
Contract Management templates
Escheatment Notice templates
Intercompany Billing templates
Inventory templates
Kitchen Management templates
Lease templates
Payables templates
Project Ledger templates
Purchasing templates
Receivables templates
Setting up IDM templates
Field mapping information
Addendum document
Advanced dunning letter
Basic dunning letter
Billing invoice
Contract
EFT notification print
Escheatment notice
Federal financial report
Intercompany billing
Invoice register
Kitchen order
Letter of retention
Payables chargeback
Payables debit memo
Payables payment
Payment receipt
Payment request notice
Finance charge a
Finance charge b
Returned payment
Chargeback
Memo chargeback
Net finance
Project invoice
Project invoice reversal
Project invoice summary
Project invoice summary reversal
Purchase order
Receivable invoice
Receivable invoice expanded
Receivables statement
Receiving delivery and putaway
Recipe
Requisition
Sublease billing invoice
Vendor statement
Warehouse bill of lading
Warehouse packing list
Warehouse pick list
By shipment document line
By shipment bin lot serial
By shipment bin lot serial RQ
By bin item UOM lot serial
Warehouse proof of delivery
Creating and modifying IDM templates
Adding a barcode to the IDM template
Adding watermarks to IDM template
Additional fields for IDM template
IDM list configuration
Configuring IDM list through Infor Rich Client configuration console
Configuring IDM List through UserList
Configuring IDM list through web configuration console
Adding fields to IDM XML
Generating IDM XML files
Filenames of output documents
Generate IDM documents
Additional configurations
Billing invoice configuration
Contract configuration
Non-IDM to IDM contract
Invoice register and print configuration
Letter of retention configuration
Processing Payables payment output files
Configuring payment checks format
MICR checks
Creating versioning templates for checks
Generating checks with watermark
Generate Intelligent Mail Barcode
Project Ledger configuration
Purchase order configuration
Receivable invoice configuration
Receivable invoice expanded configuration
US1099 form configuration
Warehouse pick list configuration
Additional attributes
Importing additional attributes to IDM
Deleting additional attributes
Deactivating additional attributes
IDM job list
Job status values
Generation status values
Print status values
Email status values
Email and print output documents
Automatic emailing and printing
Manual emailing and printing
Emailing remittance advice to vendors
Printing remittance advice
Printing checks
Email recipients
Payables email recipients
Purchase Order email recipients
Receivables email recipients
Billing email recipients
Sublease Billing email recipients
Email templates and subjects
Setting up IDM email templates
Editing email subjects
Email templates and subjects reference table
IDM printer
IDM printer configurations
Invoice And Register Print settings
Output documents for Payables payment
US1099 form
IDM printer menu
IDM printer menu reference table
Syncing printers from IDM to FSM
Adding an email-enabled printer for IDM
Assigning a default printer to a user
Output management add-in
Prerequisite
Installing the add-in on Microsoft Word
Enabling developer option on Microsoft Word
Output Management add-in tools
Configure settings
Configuring server settings
Tool settings
Configure document properties
Using the content source tool
Insert content control
Deleting content control
Querying for IDM images
Property Editor
View information about a selected content control
Hiding a value
Hiding a value using Boolean
Formatting dates
Modifying the date output format through raw data
Formatting time
Formatting numbers
Editing the raw data
Using the usage finder
Searching for content control
Validating documents
Test the IDM template
IDM enablement in Contract Management
Enabling IDM in Contract Management
Generating contract documents
Generating contract redline documents
Uploading an updated contract redline document through IDM
Uploading an updated contract redline document in FSM
Viewing the signature status of contract redline documents
Generating contract addendum documents
Document storage
Mass uploading attachments to IDM
Uploading an attachment to IDM
Correcting failed attachments to IDM
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