Process flow

1. Initial delivery note is created.
   1. Delivery notes are generated in the M3 ERP.
   2. After printing, the delivery note is stored in Infor Document Management (IDM) with this information:
      • Document Type: Delivery Note
      • Attribute: Delivery Note Number is assigned to the document for tracking purposes.
2. Customer signature is captured.
   1. After the delivery of goods, users collect the customer’s signature using a source provided by Infor or a third-party device.
   2. The captured signature is stored in IDM as a new document with this information:
      • Document Type: Proof of Delivery Signature
      • Attribute: Delivery Note Number that matches the corresponding delivery note.
3. Documents are combined.
   1. When a new Proof of Delivery Signature document type is uploaded to IDM, the system automatically searches for existing delivery notes in IDM with the same Delivery Note Number.
   2. If a matching delivery note is found, the system combines the delivery note and the signature document. The signature is appended in the delivery note. If no match delivery note is found, the process stops. This process runs only once, so multiple updates to the same delivery note are ignored.
   3. The combined document is created as a new document with the Delivery Note type. This new document replaces the existing delivery note in IDM. When you select the delivery note in M3, you can view the new document in the Related Information widget.