Configuration of M3 to display invoices in Smart panel

Publish business context

During supplier invoice processing in M3, the invoice document is displayed in the Related Information widget in the Smart panel. The widget shows a thumbnail view of the invoice document in Infor Document Management (IDM).

The display is enabled through a mapping between the Infor Business Context published by the M3 client and the invoice attributes in IDM. These context mappings are used to display the correct invoice document in the widget.

To enable this functionality, the context must be published in the M3 H5 client. To ensure this, set the M3 H5 client to always publish the Infor Business Context to all users and to all M3 screens.

You can find this setting in the M3 menu under Administration Tools > H5 Administration > H5 Settings. Activate the Enable automatic publishing of Infor Business Context parameter.

Add key field for document display in 'M3 Supplier Invoice Batch. Open' (APS450)

To show the invoice document in 'M3 Supplier Invoice Batch. Open' (APS450), the key field that is used to identify the invoice image in IDM must be displayed as a column in the (APS450/B1) panel. The key field is Correlation ID (CORI).

See Adding key field for document display.

Default invoice document display in M3 panels

This table shows the Accounts Payable and General Ledger programs and panels, where business context mappings for displaying invoice documents are available: