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. You can download and customize these document types 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. You can then re-upload the customized template 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.

You can also customize the forms to display additional data from Service Management. To display additional fields on a form, on the IDM Report Templates form, select a form and then select Include Additional Fields. To open the IDM Report Additional Fields from and select which additional fields are included in the XML document that supplies information to the supported IDM reports, click Configure Additional Fields.

Note: Selected fields are not automatically displayed on the IDM report. To add the fields to the IDM report, in Document Management, modify the IDM report template and add the new fields that are available in the XML file to the IDM report. IDM report template is a word document stored in IDM. To retrieve the XML file, decode the base64 element of the initdata.txt file of the existing report on the Job Management page in the Infor Document Management. See the information about the Job Management page in the Infor Document Management Administration Guide (Cloud).

These reports are supported:

  • Contract Invoicing
  • Order Invoicing
  • Rental Contract Agreement
  • Service Order Inspection Report
  • Rental Pick List Report
  • Work Order Report
  • Order To Be Invoiced Report