Setting up the download of order confirmations from the Order 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 order confirmations from your website. After you complete these procedures, a Download Document link is added to the Order Details widget.

  1. In the Business Center, specify application detail parameters:
    IDM.OrderConfirmationDocType
    Specify the IDM document type that you use for order confirmations.
    IDM.OrderConfirmationKeyAttribute
    Specify the IDM attribute that you use to uniquely identify a particular order confirmation document, such as a document ID.
    IDM.OrderConfirmationQuery
    Optionally, specify a query to use to retrieve order confirmation 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 order confirmations and delivery notes, you can use a query to retrieve the correct document.
    Use IDM query syntax to write your query. This table shows the components of the query:
    Component Description
    CommonDoc The IDM document type for order confirmations.
    DocumentNumber The IDM attribute that uniquely identifies order confirmation documents
    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:
    yourReference
    The reference text that the user specified when placing the order.
    orderStatus
    The status of the order.
    commentText
    The notes that the user specified when placing the order.
    localizedKey
    The temporary ID of the order. This is the ID that is created when the order has been placed on the website but not yet confirmed by the ERP.
    confirmedDeliveryDate
    The date that the order will be delivered.
    orderStatusCode
    The status of the order.
    approverComment
    The comment specified by the user who approved the order.
    id
    The queuing of an order each time it is placed.
    currencyCode
    The currency that is used on the order.
    customerOrderNumber
    The order number that is specified by the customer when placing the order.
    orderDate
    The date and time that the order was placed.
    key
    The ID of the order after it has been received by the ERP.
    For example, if AP_OrderConfirm is the document type for order confirmations in IDM, AP_OrderConfirm_Number is the attribute that identifies a document, and "key" corresponds to the AP_OrderConfirm_Number, use this query text:
    /AP_OrderConfirm[(@AP_OrderConfirm_Number = "$key")]
    Contact an Infor representative to complete this step.
  2. In the Business Center, assign users to a role with the Download Order Confirmation feature element enabled.