IDM Document Setup

Use the IDM Document Setup page to map the IDM attributes with the Supplier Exchange Attributes.

  1. Select Setup > IDM Document Setup.
  2. Specify this information:
    Facility
    The name of the facility.
    Business Document
    The name of the inbound or outbound transaction document. Examples include RFQ Line, DPO Line, DPO Header, RFQ Line-Out, RFQ Response-Out, and so on.
    IDM Document Type
    The name of the document to identify an attachment or file in IDM.
    IDM Access
    The users who can access the attachments sent to IDM. By default, the value is set to Public.
    Note: This field is displayed only for the outbound business documents.
  3. Select the Supplier Exchange Attribute to specify the IDM Attribute in the Attribute Mapping section.
    Note: If the Integrated Application field on the Customer Profiles page is set to LN, the Accounting Entity value is predefined on the IDM Document Setup page.
  4. Click Save/Update.
    Note: The attributes are predefined. To add an attribute, you must set the Supplier Exchange Attribute to Other.

    You can also use this page to:

    • Delete an attribute using the Delete option.
    • Edit an attribute using the Edit option.