Working with IDM Report Templates

On the IDM Report Templates form, you can import configurations and email templates to use when generating report output with Infor Document Management (IDM).

The IDM report consists of an XML that is generated from Service Management and a report template Microsoft Word document, which is stored in a folder in IDM.

To enable the use of IDM reporting, perform these tasks:

Select Enable IDM Integration for Reports on the Integration Parameters form.
On the IDM Report Templates form, click Import Configurations to load the predefined report and email message templates.
Optionally, you can specify your own template by changing the value in the Report Template or Email Template fields.

When using the imported configurations, the predefined report templates will be stored in the IDM Document Type called “ISM Form Template” and the predefined email templates will be stored in the IDM Document Type called “ISM Email Template”. These document types can be downloaded and customized using the Microsoft Word add-in. See the Infor Document Management Output Management User Guide for more information about using the Microsoft Word add-in. The customized template can then be re-uploaded to IDM with a different name.

Note: You must change the value in the Report Template or Email Template field to point to the customized report.

These reports are supported:

Contract Invoicing
Order Invoicing
Rental Contract Agreement
Service Order Inspection Report
Rental Pick List Report
Work Order Report