DocBits- IDP for Infor ERP
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  • Overview and Basics
    • DocBits
      • Key Features of DocBits
    • Architecture
      • DocBits Infor on Premise Customer
      • Certifications
    • Infor Infrastructure
    • Release Notes
      • Testing Availability on Sandbox
    • FAQ
      • General Information
      • Document Processing
        • Table Extraction Troubleshoot
      • Infor LN (LN Integration)
        • Export Error: "Error Exporting Document to LN. Status Code: 500"
          • not found in direct debit
          • Request validation; Attr. 'ReceiptLine', Value " " : the value must be numeric.
      • Infor M3 (M3 Integration)
        • Costing elements are not properly configured. Please ask your admin to configure it.
      • Mandatory PDP/PPF Channels – PEPPOL as Transport Only for France’s 2026 E-Invoicing
  • End User and Partner Section
    • End User Section
      • Dashboard
        • Dashboard Tools
        • Document Merging
        • Document Status
        • Filtering Documents
        • Overview of Uploaded Documents
        • Task Counter
        • Validated Extracted Fields
        • Document Flow
        • Troubleshooting
        • Keyboard Shortcuts
      • Tasks
      • Advance Shipment Dashboard
      • Purchase Order Dashboard
      • Invoice Dashboard
      • Shipment Order Dashboard
      • User Configuration Options
      • AI Table
        • AI Table Tags
      • Validation Screen
        • Fuzzy Data
        • QR Codes
        • Keyboard Shortcuts
      • Purpose and Use
      • Purchase Order Matching
        • Automatic Purchase Order Data Matching
        • Supplier Item Number Map
        • Keyboard Shortcuts
      • Accounting for Cost Invoice and Indirect Sales
      • How to Import Documents
        • FTP
        • Manual Import
        • Webhook
        • Email
          • IMAP
          • OAuth Office365
      • Technical Support in DocBits
        • Create a ticket
        • Help Icons
      • Course
        • Introduction
        • Dashboard
        • Validated Documents
        • AI Table
        • Master PO Matching with DocBits
      • Our Document Priority System
      • Supplier Portal
        • Supplier Registration
        • Supplier Satuts
      • Ressources and Support
        • User Support
    • Partner Section
      • Invoice Automation Testing with DocBits
  • Administration and Setup
    • Settings
      • Global Settings
        • Company Information
          • Defining App Color in Company Settings
        • Groups, Users and Permissions
          • Users
            • Modifying User Details
            • Admin Privileges
          • Sub-Organizations
            • How to create a Sub-Organization
          • Groups and Permissions
            • Purpose and Use
            • Adding/Editing Groups
            • Activating Permissions
            • Access Control
            • Troubleshooting
        • Integration
          • API Key
          • API Calls and Examples
          • API Key Management
          • Configuring Single Sign-On (SSO)
            • Infor SSO Configuration
              • V1
              • V2
              • Azure SSO
          • Identity Service Provider Configuration
          • Best practices
          • Troubleshooting Common Issues
        • Document Types
          • Purpose and Scope
          • Adding/Editing Document Types
          • Activation
          • Customization Options
          • Best Practice
          • Troubleshooting
          • Layout Manager
            • Purpose and Use
            • Navigating the Layout Manager
            • Configuring Field Properties
            • Using the Template Preview
            • Save and apply changes
            • Best practices
            • Troubleshooting
          • Document Sub Types
          • Creating a new Sub Type
          • Configure subtypes
          • Using Actions
          • Best Practices
          • Table Columns
            • Purpose and Use
            • Adding a new Column
            • Editing and deleting columns
            • Best practices
            • Troubleshooting
          • Fields
            • Purpose and Use
            • Adding and Editing Fields
            • Configuring Field Properties
            • Setting Validation and Match Score
            • Best practices
            • Troubleshooting
            • New Fields with Charges
          • Model Training
            • Purpose and Use: Model Training
            • Import Data: Model Training
            • Manage training data
            • Testing the model
            • Best practices
            • Troubleshooting
          • Regex
            • Purpose and use
            • Creating a Regex Pattern
            • Editing and Saving Regex Patterns
            • Best practices
            • Troubleshooting
          • Script
          • Script Activation and Management
          • Testing Scripts
          • Purpose and Use
          • Creating and Editing Scripts
          • Best Practices
          • Troubleshooting
          • e-docs
            • Currently Supported E-Invoice Standards
              • Roadmap
            • E-Invoice examples
              • XRechnung 1.2
              • XRechnung 2.0
              • XRechnung 2.1
              • XRechnung 2.2
              • XRechnung 2.3
              • XRechnung 3.0
              • XRechnung Cross Industry Invoice
              • FacturX
            • EDI
              • Purpose and Use
              • Setting Up EDI Templates
                • EDI Structure descriptor
              • Using the XSLT Editor
                • EDI Videos
              • Previewing EDI Messages
              • Best Practices
              • Troubleshooting
              • EDI 810 (Invoice) Mapping
              • EDI 855 (Purchase Order Acknowledgement) Mapping
              • EDI 850 (Purchase Order) Mapping
              • EDI 856 (Advance Shipment Notice) Mapping
            • XRechnung
              • Standard Preview
              • Mapping XRechnung in DocBits
                • TOML Export
            • Peppol BIS Billing 3.0
              • Transformation file and Mapping
            • Faktura
            • ZUGFeRD 1.0, 2.1 and 2.3
            • eSLOG 1.6 and 2.0
          • More Settings
            • Purpose and use
            • Best practices
            • Troubleshooting
            • Duplicate Document Handling
            • Approval Stamp
            • Approval History
            • Supplier Item Number Map - Admin Documentation
            • Purchase order tolerance settings / Additional purchase order tolerance
            • Purchase order disable statuses
            • PO Table in Layout Builder
            • Auto check for PO updates
            • Calculate PO unit price
            • Export not matched PO lines
        • Email Notification
          • Configuring Notifications
          • Managing Notifications
          • Best Practice
          • Troubleshooting
        • Dashboard
          • Customizing Filters
      • Document Processing
        • Documents Expiry
        • Import
          • Test: Multi Email Import and Handling Tests
          • Test: Email Import and Handling Tests
          • Test: FTP Import Connection
          • Test: File Import 1
        • Rule Manager
          • TransactionConfig Pro Template
            • Case 1, 2, 3: Quantity and Unit Price Within Tolerance
            • Case 4, 5: Quantity Within Tolerance, Unit Price Outside Tolerance (Approved)
            • Case 15: Charge Line - Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Header Charge - Charge Per Unit Outside Tolerance (Approved)
            • Case 12, 13: Header Charge - Charge Per Unit Within Tolerance
            • Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Charge Line - Charge Per Unit Outside Tolerance (Approved)
            • Charge Per Unit Within Tolerance
            • Case 11b: Quantity Outside Tolerance (Positive Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 10b: Quantity Outside Tolerance (Negative Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 8b, 9b: Quantity Outside Tolerance (Approved), Unit Price Outside Tolerance (Approved)
            • Case 11a: Quantity Outside Tolerance (Positive Rejected), Unit Price Within Tolerance
            • Case 10a: Quantity Outside Tolerance (Negative Rejected), Unit Price Within Tolerance
            • Case 7: Quantity Within Tolerance, Unit Price Outside Tolerance (Positive Rejected)
            • Case 6: Quantity Within Tolerance, Unit Price Outside Negative Tolerance (Rejected)
            • Case 8a, 9a: Quantity Outside Tolerance (Approved), Unit Price Within Tolerance
            • Case 15: Header Charge - Charge Per Unit Outside Tolerance (Rejected)
            • Tax Lines
        • Ocr Settings
        • Classification And Extraction
          • Table extraction for costing element
          • Auto extract tax code
        • Master Data Lookup
        • List Of Values
        • Export
        • Module
          • Annotation Mode
          • Approval Before Export
          • Doc Scan
          • Doc Script
          • IDM ACL Updater
          • Inbound Emails
          • Swiss QR Code
          • Auto Export if PO Matched 100%
          • Export Dashboard Data
          • How to Create Database Access for a Specific Organization User
        • Decision Trees
      • Log Settings
        • Task Management
        • Data Synchronization
      • API Licenses
      • Supplier Setting
        • Supplier General Settings
        • Editing Email Templates
        • Supplier Layout
        • Export Configuration for Supplier Portal for M3
        • Supplier Permissions
      • Cache Management
    • Workflow
      • When
        • Card description
        • Document Type Operation
        • Document Type One of
      • And
        • Compare with Purchase Order
          • Combined Price of Quantity Difference
          • Unit Price Combined with Fields
          • Promised Delivery Date on Purchase Order
          • Order Data in Order Confirmation
          • Confirmed Delivery Date
          • Compare Order Confirmation with Purchase order
          • Tax in document field
          • Any / All Quantity
          • Compare Total Charges
          • Out of Tolerance Unit Price
          • Any / All Unit Price is
          • Item Id on Purchase Order
          • Supplier on Invoice
          • Order Type of Purchase Order
        • Document Field
          • Checkbox is checked
          • Field is
          • Text in Field
          • Compare two Fields with Tolerance
          • Compare two Fields
          • If Country in Field
          • Docfield is
          • Compare Field with tolerances
          • If Country in Field is One of
        • Date & Time
          • Date or Time
          • Today
        • Document
          • Document Type Operation one of
          • Document Operator for Sub-Organizations
          • Document Type
        • Logic
          • Continue with a chance
          • Send HTTPS Request
          • Module active
          • Quoted Item Price
          • Decision Table has Returns
        • Status
          • Single Document Status Condition
          • Document Status Condition List
        • Table
          • Any Value of
          • All Value of
          • Compare values in table
          • Compare In
          • Item Receiving Method
          • Items Have Shelf Life
        • Assignee
          • Assigned User Condition
          • Single Assigned User Condition
          • Assigned Group Condition
          • Single Assigned User Condition
      • Then
        • Document Field
          • Set to
          • Set Checkbox to
          • Invert Checkbox
        • Document
          • Approve the Document
          • Reject the Document
        • Status
          • Change Status to
        • Export
          • Export with Export Configuration
          • Start Export
          • Export with alternate Export
        • Task
          • Create a New Task and assign it to the User
          • Create a New Task and assign it to the Recipient
          • Create a New Task and assign it to the group
          • Create a New Task and assign it to the User in Document Field
          • Assign a Task with Title
          • Create a New Task and assign it to Procurement Group
          • Assign to Procurement Group and Create a Task/Notification
          • Assign Document and Create Task/Notification for Group
          • Assign Document and Create Task/Notification for User
          • Assign Document and Create Task/Notification
        • Table
          • Change Entries with
          • Calculate Columns with
          • Calculate in
        • Assignee
          • Assign user from field
          • Assign document to User
          • Assign document to recipient
          • Assign document to the sub organization
          • Assign document to matching sub organization
          • Assign to group
          • Assign document to procurement group
          • Assign document to
          • Assign Sequentially to User
          • Assign Sequentially to Procurement Group
          • Assign Sequentially to Groups
          • Assign Sequentially to User/Group
        • Action
          • Call Api
          • Run Workflow
          • Send HTTPS request to
          • AI Calculation for Cost Increase Surcharges
      • Workflow Example: Conditional Export Trigger
      • Workflow Documentation
      • Standard Workflow
        • Above Max Amount
        • Cost Invoice - Export
        • Less than Max Amount
        • Purchase Invoice - 2nd Approval Quantity Export
        • Purchase Invoice - 2nd Approval Quantity
        • Purchase Invoice - 2nd Approval Unit Price Export
        • Purchase Invoice - 2nd Approval Unit Price
      • Material Ordering and Processing Workflow
    • Setup
      • Document Types
        • EDI Data Transformation Process
        • Layout Builder
        • Origin Layouts
        • Regex Manager
      • Document Training
        • Training Header Fields
        • Training Line Fields/Table Training
          • Adding New Columns
          • Defining Tables and Columns
          • Advanced Settings
          • Grouping Function
          • Manual Row Selection
          • Mapping Columns
          • Improving Table Extraction with Regex
          • Save and Delete Rules
      • Testing
        • PO Matching
        • Auto Accounting
          • LN
          • M3
      • Supplier Portal
      • WatchDog Installation
    • Report Page
  • Infor Integration and Configuration
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
          • Purchase Order - FAQ
          • Verifying the Logistic Company Setting for Goods Receipt Discrepancies
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • How to import all suppliers
        • Table Extraction for costing Element
      • Custom Master Data
    • Exporting in DocBits
      • Export Module
      • Alternate Export
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Creating an IDM Mapping File
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
      • Exporting to IDM
      • Stream for Cloud Customers
      • Order Confirmation
      • Document Export Mapping
      • M3
        • Example Export M3
        • Handling Charges with Infor M3
        • M3 Configuration
      • LN
        • Example Export LN
          • Configuring the Default Tax Country for Export LN
        • Export Tax Codes to LN
        • LN Configuration
  • Advanced functions and tools
    • Scripting in DocBits
      • Calculating Total Charges Script for Docbits
      • Calculating Total Charges Script for Docbits
      • Delete lines with empty quantity and amount
      • Formatting Export Certificate Reference Numbers Script for Docbits
      • Functions
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
      • USD as Default Currency
    • Course
      • A Step-by-Step Guide
      • Connect DocBits with Infor SSO
      • Create your Custom App in Infor OS
      • Infor OS with DocBits API Integration
      • M3 Export
      • Sync Flex Dimensions: Infor to DocBits
    • Postman for DocBits
    • Automated Tests Results
      • Email Import
    • SQL Access
    • Importing Supplier and Purchase Order Data into DocBits from CSV Files
    • PowerBI
      • SQL Access
        • Custom classification document
        • Field
        • Document table column
        • Email template
        • Ephesoft PO matching
        • Fellow kv table column rule
        • Group cache
        • Preferences
        • Sales order
        • API credentials
        • public.document_log
        • Auto accounting
        • Document status trigger
        • Document type
        • Documents
        • Document type attributes
        • Document Report
        • Electronic document extraction attributes
        • Lookup field configuration
        • Lookup table
        • Batch instance
        • Document extracted data
        • Document Import log
        • Lookup Configuration
        • Sub document type
        • Document Status alert
        • Inbound Emails
        • Chat Log
        • REST API Lookup Configurations
        • FTP Import Configurations
        • Purchase Order line
        • Receive delivery line
        • Document Script activation status
        • Field validation rules
        • Custom_classification_document_label
        • Training data
        • Tfidf preferences
        • Additional charge costing element
        • PO match tolerance
        • Auto test document
        • Custom classification tag
        • Supplier address
        • Organisation document type
        • Sub Organisation Cache
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  • Purpose:
  • Components of the Card:
  • Functionality:
  • Setup and Configuration:
  • Conclusion:

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  1. Administration and Setup
  2. Workflow
  3. And
  4. Document

Document Type Operation one of

PreviousDocumentNextDocument Operator for Sub-Organizations

Last updated 5 months ago

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Purpose:

This card is designed to manage actions on documents contingent upon their type, employing simple conditional logic (is/is not) to either trigger or prevent specific workflows. This enables precise control over how different types of documents are processed within the ERP system.

Components of the Card:

  1. Operator

    • Description: Determines the conditional logic applied to the document types.

    • Options:

      • is: The operation will trigger if the document's type matches one of the specified types in the list.

      • is not: The operation will trigger if the document's type does not match any of the types listed.

  2. Document Types List

    • Description: Specifies a list of document types to which the condition will apply.

    • Detail: This includes a variety of document types such as "Invoice", "Purchase Order", etc., based on which the condition (is/is not) will be evaluated.

Functionality:

  • Condition Evaluation: The system checks if the document type matches the operator condition (is or is not) against the specified list of document types.

  • Action Execution:

    • True Condition: If the document type satisfies the specified condition (either is or is not in the list), the workflow continues. This could trigger processes like document approvals, specific validations, or routing actions.

    • False Condition: If the document type does not meet the condition, alternative actions are executed, such as rejecting the document or halting the workflow.

Setup and Configuration:

  • Users configure the card by selecting the document type field and defining the operator (is or is not). They then specify the list of document types to check against. The setup is straightforward, involving dropdown menus for field and operator selection and a field for entering the list of document types.

Conclusion:

The "Document Type Condition" workflow card plays a crucial role in managing document-based operations with precision and flexibility. By using simple conditional logic, it helps ensure that documents are processed appropriately, enhancing efficiency and compliance. Documenting this card clearly will help users understand how to implement and utilize it effectively, making it a valuable part of your ERP system's documentation.