Generating IDM XML files

You can generate an XML file with the user-configured fields. Use the XML file to modify IDM templates.

This table shows the procedures to generate the XML file:

Item Procedure
Check and remittance
  1. Select Payment Output File IDM XML.
  2. Open a record and click Save XML.
  3. On the Saved XML tab, click the attachment link.
Purchase order
  1. Select Purchasing IDM XML.
  2. Open a record and click Store XML.
  3. On the Stored Purchase Order XML tab, click the attachment link.
Contract document or addendum document
  1. Select Contract IDM XML.
  2. On the Contract XML tab or the Contract Addendum XML tab, click Create.
  3. Complete the fields.
  4. Click Submit.
  5. Click the attachment link.