Enabling the final bill report

This update includes a new out-of-the-box IDM document management report.

See Final bill report.

To use the new report, in addition to enabling it in the Reports Manager you must complete these steps:

  1. Specify a document type for the new Bill Template report in the Reports Manager.
  2. Create a workflow formula to set the values of the parameters used by the report.

    See "Final bill report" in the Infor Public Sector Agency Personalization Administration Guide.

  3. Upload the report template in IDM. The template is found in the Reports\idm\billing folder in the File Explorer.

    See "Uploading the template" in the Infor Public Sector Agency Personalization Administration Guide.