XML structure

Use 'XML Structure. Open' (CMS006) to define the XML structure. This includes the element tree from the root element and how it branches out to the child elements. Modifying the XML structure affects the content in the XML file.

Standard XML structures are delivered for every printer file variant using naming standard M3_STD_0y-0x (y=variant, x=sequence no). XML structures starting with M3 are reserved for standard and cannot be created or deleted. XML structure starting with dash "-" are reserved for Financial Reporting.

Copying of records in (CMS006) can depend per report format. For M3 standard document and M3 Standard report, copying records are on a per XML Structure level. For Financial report, records are copied both on a printer file level and XML structure.

Format

The format determines the structure of the XML file, and limitations and rules when configuring the XML file.

  • M3 standard document

    The M3 standard document is intended to be used when the XML file is sent to an external output management application for formatting and distribution. The content of the XML includes, in addition to lines, the header, text, address, and summary sections. Usually, the layout is designed with portrait orientation. To ensure that the external application is always working, there are restrictions when it comes to what can be changed when using this format. It can only be used for printer files of type Document.

  • M3 standard report

    The M3 standard report is intended to be used when the XML file is sent to an external output management application for formatting and distribution. The main content of the XML consists of lines but can also include a minor header and summary. The layout is usually designed with landscape orientation. To ensure that the external application is always working, there are restrictions when it comes to what can be changed when using this format. This format can only be used for printer files of the type Report. M3 standard report only uses these different sections, that are, Report, Header, Report Header, Group, Main, and Detail.

  • Open

    Open is intended to be used when the XML file is used for integration to other systems. The receiving system may then require a specific format. There are no restrictions as to what can be changed. This is mostly used in the Financial Reporting functionality.

Split XML file

Select the check box if the result from an output job should split into several smaller XML files. The split is done per document (for example, one XML file per invoice or per purchase order). If you selected Interface 3-'IDM Output management' and Interface 6-'IDM Output Management, double interfaces' in 'Output Service. Open' (MNS216), the check box must be selected.

Select the check box if the result from an output job should split into several smaller XML files. The split is done per document (for example, one XML file per invoice or per purchase order). If you selected Interface 3-'IDM Output management' and Interface 6-'IDM Output Management, double interfaces' in 'Output Service. Open' (MNS216), the check box must be selected.

CSV File Control

This indicates how many CSV files will be created. Each CSV file can have a specific table name and sheet name. These field refers to the table name and sheet name of the Excel template where the CSV file data is inserted. An Excel template can be uploaded in IDM, and is selected for the output according to the priority list specified in 'Output Service. Open' (MNS216).
  • Alternative 1 - Single CSV file, all active sections (status 30 or 80) are included in the CSV file.
  • Alternative 2 - Multiple CSV file, table name, and sheet name entry fields are displayed in all active sections (status 30 or 80) in 'XML Structure. Open Section'(CMS007). Sections can be assigned into multiple tables and sheets.

Table name

This field is matched with a table name in the Excel template to locate where to insert the CSV data.

Sheet name

This field is matched with a sheet name in the Excel template to figure out where to insert the CSV data. 'Sheet name' becomes a required field after a table name is specified. For single CSV, the sheet name also becomes required if 'Column Format' is equal to 1 or 2 on 'XML Structure Section. Open Element' (CMS009/E).

Note: If both the table name and sheet name fields are blank, any template uploaded will be ignored since it will not have any matches for where to insert the CSV data. This will result in a simple Excel output without any formatting. This field is matched with a sheet name in the Excel template to locate where to insert the CSV data. Sheet name will become a mandatory field once a table name is specified.

Heading section

You can use this field to indicate the sections in 'XML Structure. Open Section' (CMS007) to be printed on the topmost row of the CSV file. The topmost row or rows will only contain the text element labels indicated in 'XML Structure Section. Open Element' (CMS009).
Note: Only sections with status 30 and 80 can be selected as a heading section.

Multiple headers

Select this check box to display the additional label on the row above the field labels. If cleared, the CSV output will not display the additional message in 'XML Structure Section. Open Element' (CMS009).

Multiple rows

Select this check box to split the section according to each row grouping element in 'XML Structure Section. Open Element' (CMS009). If cleared, the CSV output will not take the row grouping elements into account and the fields will be displayed in just one row.
Note: Multiple headers and rows feature is only applicable for reports.

Display UTC offset

Select this check box to display the UTC information in the XML structure. If cleared, UTC information is not available in the XML structure. Multiple headers and rows is a feature that is only applicable for reports.

Archive information

Panels F and G in (CMS006) contain information regarding document archive. The information is designed to match the information needed in IDM but can also be used for other archiving application. A media of type *ARCHIVE must be included in the output media selection for the archive information to be included in the XML file.

  • Document type

    Shows the Document type ID within IDM. The ID in M3 BE must exactly match the ID in IDM. Either a value or a reference to an XML object must be specified.

  • File name

    Shows the file name to be used within IDM. Either a value or a reference to an XML object must be specified.

  • Access control list

    Shows the Access control list within IDM. The ID in M3 BE must exactly match the ID in IDM. Either a value or a reference to an XML object must be specified.

  • Archive

    If the 'Archive control' selected is 0-'Use setting in CMS006' in 'List and Printer programs. Configure' (CMS005), this field is used to indicate if copies of the printer file must be archived. Select 0-'No' to disable the archive settings in (CMS006) and use 'Output Media Selection. Open' (MNS205) or 'Doc Media Control Object. Connect Media' (CRS949) media for document and report type printer files. Select 1-'Only original' to archive only the original document. Select 2-'Only copies' to archive only the copies of document. Select 3-'Both original and copies' to archive both the original and copies of document. Select 4-'Yes' to archive report type printer files.

    You can select one of these options:

    • 1-'Only original': Archives only the original document.
    • 2-'Only copies': Archives only the copies of document.
    • 3-'Both original and copies': Archives both the original and copies of document.

    If the 'Update version'option is enabled for Archive Control 1, 2, or 3, the version of a stored document in IDM will be updated if it matches the archiving attributes and document type of the new document. This functionality is exclusive to IDM.

  • File type

    If the 'Archive' selected is 1, 2, 3, or 4 in (CMS006), this field is used to indicate the file type to be archived. If IDM Output Management is used for Interface XML, the only valid alternatives are PDF, Word, or Word and PDF. Selecting any of the other alternative results in the file type PDF. If IDM Output Management is used for Interface CSV, all alternatives are ignored, and the file type will always be Excel.

    When archiving documents in IDM, the valid file types are 1-'PDF', 2-'Excel', and 6-'Word'. The 'Update version' option is not valid for file type 7-'Word and PDF'.

  • Attribute ID

    Shows the Attribute ID within IDM. Valid Attribute ID is dependent on document type ID. The ID in M3 Business Engine must exactly match the ID in IDM.

    For the 'Update version' , the attribute ID in M3 must match the attribute ID in IDM. Only the latest document with the same attributes are updated with the a new version in IDM.

  • Attribute value

    Shows how to set the value for an attribute ID.

    'Update version' is not allowed for multi-value attributes. The versions are only updated if a match is made for single-value attributes.

  • Document type

    The Document Type used when archiving the document in IDM must have the property 'Use Unique ID' enabled in IDM for the update version functionality to work.

User-defined fields

Use panel H in (CMS006) to cover the hard-coded values, predefined, and user-defined constants that are specified which then can be used as parameters in the 'Subject' and 'Email Text' fields in 'Output Media Selection. Open' (MNS205) and 'Doc Media Control Object. Connect Media' (CRS949).

The values are extracted from the output XML file then stored in user-defined and predefined constants.

This table shows the available user-defined constants:

Constants Description
<UF01> User-def fld 1 value
<UF02> User-def fld 2 value
<UF03> User-def fld 3 value
<UF04> User-def fld 4 value
<UF05> User-def fld 5 value
<UF06> User-def fld 6 value
<UF07> User-def fld 7 value
<UF08> User-def fld 8 value
<UF09> User-def fld 9 value
<UF10> User-def fld 10 value
<UL01> User-def fld 1 label
<UL02> User-def fld 2 label
<UL03> User-def fld 3 label
<UL04> User-def fld 4 label
<UL05> User-def fld 5 label
<UL06> User-def fld 6 label
<UL07> User-def fld 7 label
<UL08> User-def fld 8 label
<UL09> User-def fld 9 label
<UL10> User-def fld 10 label
  • Specific value

    Indicates the hard-coded or constant values.

  • XML Section

    Use this field to specify the XML section available in a specific printer file. Those section can be found in 'XML Structure. Open Section' (CMS007).

  • Element Sequence Number

    Use this field to specify the elements available in a specific XML section. Those elements can be found in 'XML Structure Section. Open Element' (CMS009).

Related document types for Infor Document Management

On Panel H (CMS006), the related document fields enable the user to select up to five document types from 'Document Type. Open' (MNS060). These document types are matched with a corresponding file that has been uploaded to Infor Document Management, which are then included in the output. Related documents are retrieved according to the document type and attributes selected in (MNS060).

Valid media options
  1. Email
  2. Print
  3. Email & Print.

The selected media option is used to determine when an attachment should be included. If option 2='Print' is selected for example, it will only include an attachment if the output selected is for printing, not for sending through email.

Merge check box

The merge option is used to decide if the attachments should be merged into one single PDF. Merging option is only valid for file type: 1='PDF' in (MNS205). Other file types in (MNS205) will result in related documents to be attached separately, as if the option was not selected.

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