Document to Sign (ttesg1600m000)

Use this session to maintain settings that define how a specific document must be signed.

These options are available:

Audit Documents to Sign
Starts the Audit Documents to Sign (ttesg1400m000) session.
New Version
Creates a new draft version of an existing actual document. In the draft version, changes can be made to the document.
Undo Changes
Changes that are made in the draft version are removed by removing the draft version of the document.
Activate Version
Activates the currently selected draft version of the document. When a document is activated, its status changes to Actual. It is checked whether the document must be signed.
Preview Signature Request
Shows the Signing dialog box process as it appears during the signing procedure for this type of document.

This dialog box uses the system authorization of the system user and not the LN user. Which specific user that is depends on the system setup outside LN, which links to the user data in LN. Specify the Username field with the system user that you used to log in to, for example, Infor OS Portal, standalone LN UI, Cloud etc.

Field Information

Document

The type of document. This can be a predefined LN document or a customer defined document.

The document type determines the session in which a Signing dialog box is displayed after a user performs an action for which signing is required.

Custom Sequence

The sequence number of a document of type Customer Defined. Custom sequence is automatically generated for a new Customer Defined document.

Table

The table for which the Customer Defined document is set up for. In the maintenance session(s) for the table in the Customer Defined document, the Signing dialog box is displayed when you click Save or Delete.

Description

The description of the table where the Customer Defined document relates to.

Status

A document can have this status:

  • Draft: the document can be changed.
  • Actual: the document with this version is used to determine whether the Signing dialog box must be displayed. The Actual version of a document cannot be changed. To change the document, you must create a new draft version by clicking New Version.
  • Closed: the document is closed, a new actual version of the document exists. If a draft version of a document is made actual, an existing actual version is set to Closed.
Version

The version of the document. If a document has the status Actual, a new version must be created to change the document.

Signature Required

If this check box is selected, authentication is active and signing is required.

Note: A version can be activated even if this check box is cleared. This may be required, for example, in these situations:
  • During initial setup, to verify and test the setup.
  • A technical signing issue occurs, but goods must be shipped anyway.
Show User Notification

If this check box is selected, notification text must be displayed in the Signing dialog box.

Signature Required

The Signature Required group box has these options:

  • Always
  • Only for

    A signature is required for the specified database action(s) such as, Insert , Modify and Delete . Applicable for a Customer Defined document.

  • Conditionally

    The Signing dialog box is displayed if at least one of the conditions is fulfilled.

    Conditions can be specified on the Conditions for Signing tab of the Document to Sign (ttesg1600m000) session.

    For a Customer Defined document, a field change can also be specified as a condition on the Sign on Field Changes tab of the Document to Sign (ttesg1600m000) session.

All Users must Sign

If this check box is selected, any user who handles the document must sign. Without signing or invalid signing the action does not continue. If this check box is cleared, individual users can be set as a signer. Before a document can be made actual, at least one activated signer must exist.

For All Companies

If this check box is selected, the Signing dialog box is displayed, regardless of the company in which the action is performed. If this check box is cleared, specific companies for which signing is required can be set up. For the companies that are set to active, the Signing dialog box is displayed. For the other companies, the action continues without the requirement to sign.

Request User Comments

If this check box is selected, a user comments text box is displayed in the Signing dialog box where the user can specify a comment.

Copy Texts

If this check box is selected, a copy of the original text is made when the document is signed.

Mandatory

If this check box is selected, the user must specify a user comment in the Signing dialog box. If this check box is cleared, specifying a user comment is optional.

Edited on

The date of the first change that was made to the document.

Edited by

The user who made the first edit to the document.

Activated on

The date the document was made actual.

Activated by

The user who made the document actual.

Closed on

The date the document was closed.

Closed by

The user who closed this document version by making a next version actual.

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