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. On the Document Management tab, on the XML pane, click Purchase Order.
  2. On the Purchase Order XML tab, click Generate XML File.
  3. Select a Company and a Purchase Order for which to generate an XML file.
  4. Click Submit.
  5. Under the IDM XML File column, click Download.
Contract document
  1. On the Document Management tab, on the XML pane, click Contract.
  2. On the Contract XML tab, click Generate XML File.
  3. Select a Contract Group and a Contract for which to generate an XML file.
  4. Click Submit.
  5. Under the IDM XML File column, click Download.
Contract addendum
  1. On the Document Management tab, on the XML pane, click Contract.
  2. On the Contract Addendum XML tab, click Generate XML File.
  3. Select a Contract Group and a Contract for which to generate an XML file.
  4. Click Submit.
  5. Under the IDM XML File column, click Download.