Store documents in DMS

You can archive your sent Request for Quotation documents and store them in the DMS (IDM archive).

Use the RFQ document type created earlier.

To create a receiver-independent destination and link it to the DMS:

  1. Start the Document Types (ttrpi2510m000) session. Select the RFQ document type and open its details.
  2. On the Archive Specifications tab, add a new record with these properties to link a DMS document type to the LN document type:
    • SpecificationID: dms On the
    • Description: Archive
    • DMS Document Type: MDS_GenericDocument
    • LN table: tdpur105
  3. Receiver Independent Destinations tab, add a record with these properties to link an archive specification to a destination:
    • Destination Type: Document Management System
    • AddressOn the : dms
  4. Open the Archive Specification and on the Attributes tab, specify the Mapping fields to link the DMS document type attributes to the LN document variables.
    Note: 

    The id1 - id2 attributes are reserved for the primary key fields of the LN table. For example table tdpur105 has two primary key fields; therefore only id1 and id2 must be filled.

  5. Save this Archive Specification and click Validate to validate the document type.
  6. Run the Requests for Quotation session. Print a request to the Document Output Management device and verify whether the document is stored in DMS.