Filenames of output documents

The filenames of certain types of IDM documents can be modified before the documents are generated.

This table shows the types of output documents for which the filename is configurable:

Output documents Value Text variable replacement Navigation
Purchase Order

The filename for this output document is not required.

The default value is Company <Company> Purchase Order <PO> <IssueMethod> <Final/Draft> Document <Revision-#>
  • Company
  • Company Name
  • Purchase Order
  • Buyer
  • Vendor
  • Vendor Name
  • Issue Method
  • Issue State
 Supply Management Administrator > Groups and Companies > Purchasing Companies > Document Template
Payables Payment Output: Check The filename is required. N/A Cash Administrator > Cash Setup > Cash Payment Formats > Main tab
Payables Payment Output: Remittance Advice The filename is required. N/A Cash Administrator > Cash Setup > Cash Payment Formats > Remittance Options tab