Using existing DMS documents

You can send a specific document for the business partner attached to the Request for Quotation document. This specific document is stored in DMS and must be added as additional document to the RFQ document.

Use case:

  • Use the RFQ document type created earlier.
  • Add an extra part to the RFQ document type, which is added as additional document. This additional document is linked to the business partner and stored in DMS.
Note: To include existing documents from a DMS in the DOM distributions, ensure that users have the required permissions to access those documents. This applies to the Document Rendering and Distribution (ttrpi3210m000) and sessions. For example, to include existing documents from View Document in session Documents (ttrpi3510m000)IDM, users must at least have the IDM-User role.

Complete these steps:

  1. Start the Document Types (ttrpi2510m000) session.
    Select the RFQ document type and open its details.
  2. On the Parts tab, create a part with these properties:
    View Document in session
    • Description: BP specific terms
    • Destination Type: All
    • Part Type: Existing Document(s)
    • Expression: 
      long		nr.of.documents, ret
string	path(256) mb

dom.dochub.list.init("tccom400", "MDS_GenericDocument")
dom.dochub.list.add.attribute.filter("id1", #bp#)
dom.dochub.list.set.filename.filter("Terms*.jpg")
nr.of.documents = dom.dochub.list.execute()
if nr.of.documents <> 1 then
	return (false)
endif
ret = dom.dochub.get.document(dom.dochub.get.document.id(1), path)
if ret >= 0 then
	dom.add.document.to.distribution(path,
		dom.dochub.get.document.filename(1),
		dom.dochub.get.document.mimetype(1))
	return (true)
endif
return (false)
    • Simple Content: x.pdf
    • Relative Position: After
    • Order: 0
    • Separate File: Yes
  3. Save this record.
  4. Click Validate to validate the document type.
  5. Run the Requests for Quotation session. Print a request to the Document Output Management device and verify the result.