Characteristics of a reference defined as document metadata

Two documents are related if there is a reference from one document to the DocumentID/ID of the other document.

References are defined and stored in the Registry. In Event Management you first choose the documents to be monitored. Then you select the appropriate reference from a list of all possible references between the selected documents. This list is retrieved from the Registry. For details on the Registry, see the Infor OS User and Administration Library (Cloud) and select Developer > ION.

A reference is defined as a component in a document definition. Examples of reference components are "SalesOrderReference" and "PurchaseOrderReference".

In Event Management this information is displayed for each reference:

  • From Application Document
  • To Application Document
  • From Path

    This is the path to the reference in the From Application Document.

If you selected more than two documents for a monitor, the references between these documents must not be circular. For example, if you selected documents A, B, and C, only these references are allowed:

  • {A->B->C}
  • {A->B and A->C}

Multiple references can exist between two documents. In a monitor, you must select only one reference. See the example.

Example - Multiple references between two documents

In a monitor definition, you select the SalesOrder and Shipment documents.

This table shows some of the references that are available in the document definitions:

From Application Document To Application Document From Path
Shipment SalesOrder Shipment/ShipmentItem/SalesOrderReference/ DocumentID
Shipment SalesOrder Shipment/ShipmentUnit/ShipmentUnitItem/ SalesOrderReference/DocumentID

In the monitor definition, select only one reference.