Registering business object documents (BODs)

Note: 

Upload custom BOD definitions and properties to IGFC in order to display the custom noun names in the list of documents that can be registered.

See Uploading custom BODs.

  1. Create the registration record of a business document:
    1. Select Document > BOD.
    2. Click Add.
    3. Specify this information:
      Name

      Specify a unique name that identifies the BOD registration. You can use the component element name of the business document. For example, specify "InvoiceLine" if you are registering this component of the invoice business document.

      Valid characters are a-z, A-Z, and 0-9. The first character should be an uppercase letter. The maximum length is 15 characters.

      Document Type
      Select Transactional or MDM.
      Document Name

      Select the business document to be registered. The list displays Infor and custom BODs. A pencil icon is displayed to indicate a custom document.

      Parent

      Optionally, for document registration that contains repeating attributes, select the relevant BOD registration that contains the component to which the repeating attributes belong to.

      See BOD registration.

    4. Click Save.
      The new BOD registration is displayed.
  2. Select the attributes of the registered business document:
    1. Click the Attribute hyperlink of the new BOD registration.
    2. Click Add to display the Select Attributes window.
    3. Expand the tree and select the check boxes of the desired attributes.
    4. Click Save and Close.
      The selected attributes are displayed
      Note: Ensure that a grouping element, or the root attribute, is selected for each registration. For example, in an "InvoiceLine" registration, select the attribute for InvoiceLine. This is shown below the Invoice attribute in the tree.
      .
  3. Specify the names, descriptions, and data types of the selected attributes:
    Note: In specifying names, you can include the name of the document that the attribute belongs to. Further information can be included in the description. These are useful if you selected common attribute from different parts of the business document.
    1. Select an attribute from the Attributes table to display it in the Details form.
      The attribute’s XPath or XML Path is displayed.
    2. Specify this information:
      Name

      Specify a unique name that identifies attribute. You can include the name of the document or the component element, to which the attribute belongs, as a prefix.

      For example, you can specify "poReferenceAccountingEntity" for the PurchaseOrderReference/DocumentID/ID@accountingEntity attribute of the Invoice document. This is useful if you selected similarly named attributes from different parts of the business document.

      Valid characters are a-z, A-Z, and 0-9. The first character should be a lowercase letter. The maximum length is 15 characters.

      Description
      Specify the description of the attribute.
      Data Type
      Select the data type of the attribute. Possible values are:

      • Alphanumeric - contains letters, numbers, and other characters.

      • Number - contains numbers.
      • Date - contains a date and time value.
      Document Reference

      Optionally, select this if the attribute will serve as a reference to other input documents for generation of an output business document.

      The attributes tagged as Document Reference must include the document ID of the business document, as well as the document IDs of the business document's reference components. The reference component may refer to a specific component, such as PurchaseOrderReference inside the ReceiveDelivery business document. It may also be generic component, such as DocumentReference that uses the "type" attribute inside any business document.

      Attribute

      Optionally, select the mapping to use for filtering. This list is dynamic; it displays all attributes of the elements included in the XML Path. However, the list will not include the attribute that is on the same level as that of the selected XML Path.

      Value
      Specify a value for the filter. This is either numeric or text.
    3. Click Save.
      The path of the attribute is updated with the attribute filter.