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/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 toOther.

    You can also use this page to:

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