Setting up the download of invoices from the Invoice Details widget
The connection between Rhythm Commerce and IDM must be established before you complete this procedure.
Use this procedure to enable your customers to download invoices from your website. After you complete these procedures, a Download Document link is added to the Invoice Details widget.
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In the Business Center, specify
these application detail parameters:
- IDM.InvoiceDocType
- Specify the IDM document type that you use for invoices.
- IDM.InvoiceKeyAttribute
- Specify the IDM attribute that you use to uniquely identify a particular invoice, such as a document ID.
- IDM.InvoiceQuery
- Optionally, specify a query to use to retrieve invoice documents from IDM. Use a query if you use the same IDM document type for multiple documents. For example, if you use the same document type for invoices and delivery notes, you can use a query to retrieve the correct document.
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Use IDM query syntax to write your query. This table shows the components of the query:
Component Description CommonDoc The IDM document type for invoices. DocumentNumber The IDM attribute that uniquely identifies invoices Key The value to use to retrieve an individual document. This value is sent from Rhythm for Commerce when a call is made to IDM from your website. You can use these values: - number
- Used to display invoice numbers in Rhythm for Commerce.
- dueDate
- The date on which a payment is scheduled to be made.
- invoiceDate
- The date and time that the invoice was created.
- invoiceStatus
- The status of the invoice.
- currencyCode
- The currency that is used for the invoice.
- key
- The ID of the invoice.
For example, if AP_Invoice is the document type for invoices in IDM, AP_Invoice_Number is the attribute that identifies a document, and "key" corresponds to the AP_Invoice_Number, use this query text:/AP_Invoice[(@AP_Invoice_Number = "$key")]Contact an Infor representative to complete this step. - In the Business Center, assign users to a role with the Download Invoice Confirmation feature element enabled.