Infor Document Management (IDM)
All invoices sent to the PAC and CFDI XML received from the PAC are stored in IDM. If addenda are in use, then the addenda is attached to the original invoice. These can then be used later in the business process when the invoice is printed and sent to the customer along with the CFDI XML.
You can send CFDI 4.0 and Payments 2.0 documents to IDM if your connectivity is set to Web Services Gateway.
This table shows the module availability:
| Output | Outbound | Inbound |
|---|---|---|
| CFDI Sales eInvoicing 4.0 | ✔ | ✔ |
| Complemento de recepcion de pagos de CFDI 2.0 | ✔ | ✔ |
| CFDI Payment to Foreign Supplier 2.0 | ✔ | ✔ |
All documents are stored in IDM. For more information on how to set up these details in IDM, see Connecting to Infor Document Management.
You can also enable and disable this feature. See Enabling User Control modules.
Note: Verify in Document Inquiry if the document
was successfully sent in IDM. You can resubmit the document if it failed through Document Recovery.