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 Payables > Administration > Setup > Documents and Printers > 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 Application Administration > Shared and click the Document Management tab.
  2. In the XML panel, click Purchase Order.
  3. On the Purchase Order XML tab, click Generate XML File.
  4. Select a Company and a Purchase Order for which to generate an XML file.
  5. Click Submit.
  6. Under the IDM XML File column, click Download.
Contract document
  1. Select Application Administration > Shared and click the Document Management tab.
  2. In the XML panel, click Contract.
  3. On the Contract XML tab, click Generate XML File.
  4. Select a Contract Group and a Contract for which to generate an XML file.
  5. Click Submit.
  6. Under the IDM XML File column, click Download.
Contract addendum
  1. Select Application Administration > Shared and click the Document Management tab.
  2. In the XML panel, click Contract.
  3. On the Contract Addendum XML tab, click Generate XML File.
  4. Select a Contract Group and a Contract for which to generate an XML file.
  5. Click Submit.
  6. Under the IDM XML File column, click Download.