SA Administrator Options - Integrations - Document Management field descriptions

Infor Document Management Company Options

Save Documents in Infor Document Management with Division
Select this option if you are using divisional security and you want to limit your users' access to Infor Document Management (IDM) forms based on their division or division group assignment. When this option is selected, the Division # and Division Group attribute types are updated in the XML output for these Format 4 forms when they are sent to IDM:
  • Acknowledgement
  • AP check and electronic remittance
  • AR statement
  • Bill of lading
  • Invoice, commercial invoice, and consolidated invoice
  • Delivery note
  • OE, VA, and WT pick ticket/packing list
  • Purchase order
  • Quote
These forms are generated when you select Print Format 4 in SA Administrator Options, and specify an Output Type of IDM Output Management or IDM Output Management and Third Party.
To control your users' access to IDM forms assigned to a certain division or division group, you can create an Access Control List (ACL) in IDM. ACL rules can be set up for the list assigned to an IDM document type that control access to an Infor Ming.le security role.
See the Infor Document Management Output Management User Guide for information on ACL rules.
See the Infor CloudSuite Distribution Configuration Guide or Infor Distribution SX.e Configuration Guide for Infor Operating Services for instructions for setting up your IDM forms.

Infor Document Management Email Options

Email Template Document Type ID
Specify the document type ID set up in Infor Document Management (IDM) for your email templates.
If you are using the standard email template provided with IDM, leave this field blank.
If you are using a custom email template, specify SX_Custom_Form_Templates if you are using the default custom templates location. Otherwise, specify the document type ID of your custom templates.
Note: Custom email templates are generally used to send emails with specific elements of the email translated into the language selected for the form. The email subject is always translated to the language of the attached form, regardless if the standard or custom IDM email template is used. Supported languages in addition to English include French and Spanish.
[Form] Email Template Name
Specify the name of the email template to be used when emailing each form. This template must be stored in IDM with the Document Type ID specified in the Email Template Document Type ID field.
Leave the Template Name blank if you are not using a custom email template when emailing that form. In that case, the standard IDM email template is used.
You can specify a custom email template name for these forms:
  • Acknowledgement
  • Bill of Lading
  • Check
  • Check Remittance
  • Commercial Invoice
  • Consolidated Invoice - Order
  • Consolidated Invoice - Product
  • Delivery Note
  • Electronic Remittance
  • Invoice
  • OE Bulk Pick Ticket
  • OE Pick Ticket
  • Purchase Order
  • Quote
  • Statement
  • VA Bulk Pick Ticket
  • VA Pick Ticket
  • WT Bulk Pick Ticket
  • WT Pick Ticket