DocBits- IDP for Infor ERP
HomeAppStatusAPI
🇩🇪 Deutsch
🇩🇪 Deutsch
  • Grundlagen und Überblick
    • DocBits
      • Hauptmerkmale von DocBits
    • Architektur
      • DocBits Infor On-Premise-Kunde
      • Zertifizierungen
    • Infor Infrastruktur
    • Release-Notizen
  • Endnutzer und Partner Bereich
    • Endbenutzer Abschnitt
      • Dashboard
        • Dashboard-Tools
        • Dokumentenzusammenführung
        • Dokumentenstatus
        • Dokumente filtern
        • Übersicht der hochgeladenen Dokumente
        • Aufgabenzähler
        • Validierte extrahierte Felder
        • Dokument-Flow
        • Best Practice
        • Tastenkombinationen
      • Aufgaben
      • Advance Shipment Dashboard
      • Dashboard für Bestellungen
      • Dashboard für Rechnungen
      • Shipment Order Dashboard
      • Benutzerkonfigurationsoptionen
      • AI-Tabelle
        • AI-Tabellen-Tags
      • Validierungsbildschirm
        • Unscharfe Daten
        • QR-Codes
        • Tastenkombinationen
      • Zweck und Verwendung
      • Bestellabgleich
        • Automatischer Bestelldatenabgleich
        • Lieferanten-Artikelnummern-Zuordnung
        • Tastenkombinationen
      • Buchhaltung für Kostenrechnungen und indirekte Verkäufe
      • Wie man Dokumente importiert
        • FTP
        • Manueller Import
        • Webhook
        • E-Mail
          • IMAP
          • OAuth Office365
      • Technischer Support in DocBits
        • Ticket erstellen
        • Hilfe-Symbole
      • Kurs
        • Einführung
        • Dashboard
        • Validierte Dokumente
        • AI-Tabelle
        • Master-Bestellabgleich mit DocBits
      • Unser Dokumenten-Prioritätssystem
      • Lieferantenportal
        • Lieferantenregistrierung
        • Lieferantenstatus
      • Ressourcen und Support
        • Benutzersupport
    • Partnerbereich
      • Rechnungsautomatisierungstests mit DocBits
  • Administration und Einrichtung
    • Einstellungen
      • Globale Einstellungen
        • Firmeninformationen
        • Gruppen, Benutzer und Berechtigungen
          • Benutzer
            • Benutzerdetails bearbeiten
            • Admin-Privilegien
          • Unterorganisationen
            • Wie man eine Unterorganisation erstellt
          • Gruppen und Berechtigungen
            • Zweck und Verwendung
            • Gruppen hinzufügen/bearbeiten
            • Berechtigungen aktivieren
            • Zugangskontrolle
            • Fehlerbehebung
        • Best Practices
        • Integration
          • API-Schlüssel
          • API-Aufrufe und Beispiele
          • API-Schlüsselverwaltung
          • Konfiguration von Single Sign-On (SSO)
          • Konfiguration des Identitätsdienstanbieters
          • Best Practices
          • Fehlerbehebung bei häufigen Problemen
        • Dokumenttypen
          • Layout Manager
            • Navigieren im Layout-Manager
          • Document Sub Types
          • Table Columns
          • Fields
            • Hinzufügen und Bearbeiten von Feldern
          • Model Training
          • Regex
          • Script
          • EDI
          • Weitere Einstellungen
            • Zweck und Verwendung
            • Best Practices
            • Fehlerbehebung
            • Erkennung von doppelten Dokumenten
            • Genehmigungsstempel
            • Lieferantenartikelnummernkarte - Administrationsdokumentation
            • Einstellungen zur Toleranz von Bestellungen / Zusätzliche Toleranz für Bestellungen
            • Bestellung deaktivieren Status
            • Auftragstabelle im Layout-Builder
            • Automatische Prüfung auf PO-Aktualisierungen
            • Berechnung des PO-Einzelpreises
            • Export nicht übereinstimmender PO-Zeilen
          • e-docs
            • e-SLOG 1.6 und 2.0
        • Email Notification
        • Custom Filters
        • Integration
          • API Calls and Examples
        • Dashboard
      • Dokumentenverarbeitung
        • Dokumentenablauf
        • Import
        • Regelmanager
        • Ocr Settings
        • Klassifizierung und Extraktion
          • Tabellenextraktion für Kostenelemente
          • Automatische Erfassung des Steuercodes
        • Master Data Lookup
        • List Of Values
        • Export
        • Module
          • Anmerkungsmodus
          • Approval Before Export
          • Doc Scan
          • Doc Script
          • IDM ACL Updater
          • Swiss QR Code
        • Entscheidungsbäume
      • Log Einstellungen
        • Aufgabenverwaltung
        • Daten Synchronization
      • API Lizenzen
      • Lieferanten Einstellungen
        • Generelle Lieferanten Einstellungen
        • Email Vorlagen editieren
        • Export Konfiguration für Lieferanten Portal M3
      • Cache Management
    • Workflow
      • When
        • Card description
        • Document Operator for Sub-Organizations
        • Document Type Operation
      • And
        • Assigned User Condition
        • Checkbox Field Condition
        • Checkbox
        • Combined Price of Quantity Difference
        • Compare two fields
        • Compare with Purchase Order
        • Confirmed Delivery Date
        • Docfield is
        • Document Field Comparison
        • Document Field
        • Document Status Condition List
        • Document Type Operation one of
        • In Order Confirmation Purchase Order
        • Single Assigned User Condition
        • Single Document Status Condition
        • Supplier on Invoice
        • Text in field
        • Unit Price Combined with Fields
      • Then
      • Workflow Description: 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
          • Advanced Settings
          • Defining Tables and Columns
          • Grouping Function
          • Manual Row Selection
          • Mapping Columns
          • Save and Delete Rules
      • Testing
        • PO Matching
        • Auto Accounting
          • LN
          • M3
      • Lieferantenportal
      • WatchDog Installation
      • SSO Configuration
  • Infor Integration und Konfiguration
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Tabellenextraktion für Kostenelemente
    • Exporting in DocBits
      • Export Module
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Erstellen einer IDM-Mapping-Datei
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
      • Exporting to IDM
      • M3
        • M3 Configuration
      • LN
        • Exportieren von Steuercodes nach LN
        • LN Configuration
  • erweiterte funktionen und werkzeuge
    • 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
      • Funktionen
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
    • Postman for DocBits
    • Importieren von Lieferanten- und Bestelldaten in DocBits aus CSV-Dateien
Powered by GitBook
On this page
  • Sections
  • Adding and Removing Fields
  • Header:
  • Tax Line:
  • Receipt Line:
  • Order Charge Line:
  • Cost Line:

Was this helpful?

Edit on GitHub
Export as PDF
  1. Infor Integration und Konfiguration
  2. Exporting to INFOR

Export to M3 Mapping (API)

Sections

M3 export mapping file is divided in 5 sections and each section is further divided into 2 sections

  • Header

    • Header Static Fields

    • Header Fields

  • Tax Lines

    • Tax Line Static Fields

    • Tax Line Fields

  • Receipt Lines

    • Receipt Line Static Fields

    • Receipt Line Fields

  • Order Charge Lines (Additional Amounts)

    • Order Charge Static Fields

    • Order Charge Fields

  • Cost Lines

    • Cost Line Static Fields

    • Cost Line Fields

Adding and Removing Fields

Adding New Field:

  • First we need to add the M3 api field name to the relevant section’s fields list property (e.g. StaticFields, HeaderFields, InvoiceTaxFields)

  • Define the static value or document field name for the api field with appropriate prefix for the section

    • Example 1: To define a static value of AAA for the M3 api field DIVI. First we added DIVI to StaticFields property. Then we add a line SF_DIVI = AAA as SF_ is the prefix for static fields

    • Example2: To map header field IVDT (invoice data) to invoice_date field of DocBits. First we add IVDT to HeaderFields property. Then we add a line HF_IVDT = invoice_date as HF_ is the prefix for header fields

Removing Field:

  • Just remove the field from section’s field list property and remove the line defining value for the field.

Available M3 Api Fields:

  • Available M3 fields can be checked by opening appropriate screen in M3.

  • Similarly you can get field names for lines

Header:

Fields List Property: StaticFields

Section Fields Prefix: SF_

Available Fields: You can map any M3 api field with any static value

Header Fields

Fields List Property: HeaderFields

Section Fields Prefix: HF_

Available Fields: You can map any DocBits field to any M3 api field

Tax Line:

Tax Line Static Fields:

Fields List Property: InvoiceTaxStaticFields

Section Fields Prefix: IT_SF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: You can put any value as they are static fields

Tax Line Fields:

Fields List Property: InvoiceTaxFields

M3 Fields Prefix: ITF_

DocBits Table Field Prefix: TF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: line_number, tax_amount, tax_rate, net_amount, gross_amount, tax_code_full, tax_code, tax_country

Receipt Line:

Receipt Line Static Fields:

Fields List Property: InvoiceReceiptStaticFields

Section Fields Prefix: IR_SF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: You can put any value as they are static fields

Receipt Line Fields:

Fields List Property: InvoiceReceiptFields

M3 Fields Prefix: IRF_

DocBits Table Field Prefix: TF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: packing_slip, purchase_order, line_number, line_sequence, delivery_number, delivery_line, amount, quantity, total_net_amount

Order Charge Line:

Order Charge Static Fields:

Fields List Property: OrderChargeStaticFields

Section Fields Prefix: OC_SF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: You can put any value as they are static fields

Order Charge Fields:

Fields List Property: OrderChargeFields

M3 Fields Prefix: OCF_

DocBits Table Field Prefix: TF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: ledger_account, dimension_2-7, amount, quantity, quantity2, position

Cost Line:

Cost Line Static Fields:

Fields List Property: InvoiceCostStaticFields

Section Fields Prefix: IC_SF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: You can put any value as they are static fields

Cost Line Fields:

Fields List Property: InvoiceCostFields

M3 Fields Prefix: ICF_

DocBits Table Field Prefix: TF_

Available M3 Fields: Please check M3 API or UI

Available DocBits Fields: ledger_account, dimension_1-12, amount, quantity, quantity2, position

New update

###########################
# Header
###########################

## Header Static Fields
StaticFields=DIVI,IBTP,BSCD,IMCD,TEPY,PYME,APCD,CRTP,GEOC,CONO,BKID
SF_DIVI=AAA
SF_IBTP=20
SF_CONO=780
#SF_BSCD=DE
SF_IMCD=0
SF_TEPY=N00
SF_PYME=SCT
SF_APCD=FABCEO
SF_CRTP=1
SF_GEOC=60290522

## Header Fields
HeaderFields=SUNO,IVDT,SINO,SPYN,CUCD,CUAM,VTAM,ACDT,SERS,FTCO,BSCD,PUNO,TXAP,CORI,PAIN,BKID
HF_SUNO=supplier_id
HF_IVDT=invoice_date
HF_SINO=invoice_id
HF_SPYN=supplier_id
HF_CUCD=currency
HF_CUAM=total_net_amount
#HF_VTAM=total_tax_amount
HF_ACDT=invoice_date
#HF_SERS=invoice_sub_type
HF_FTCO=supplier_country_code
HF_PUNO=purchase_order
HF_TXAP=tax_country_1
HF_CORI = correlation_id
HF_PAIN = sqr_field_esr_reference
HF_BKID = custom_field_1


###########################
# Tax Line
###########################

# ## Tax Line Static Fields
# InvoiceTaxStaticFields=RDTP,DIVI,VTCD,CONO
# IT_SF_RDTP=3
# IT_SF_DIVI=AAA
# IT_SF_CONO=780

# ## Tax Line Fields
# InvoiceTaxFields=VTCD,VTA1,VTP1,CLAM
# ITF_VTCD=TF_tax_code
# ITF_VTA1=TF_tax_amount
# ITF_VTP1=TF_tax_rate
# ITF_CLAM=TF_gross_amount

###########################
# Receipt Line
###########################

InvoiceReceipt=invoice_table

## Receipt Line Static Fields
InvoiceReceiptStaticFields=RDTP,DIVI,SERS,RELP,VTCD,CONO
IR_SF_RDTP=1
IR_SF_DIVI=AAA
IR_SF_SERS=0
IR_SF_RELP=1
#IR_SF_VTCD=52
IR_SF_CONO=780

## Receipt Line Fields
InvoiceReceiptFields=IVQA,PUUN,PUNO,PNLI,ITNO,POPN,SUDO,NEPR,GRPR,PPUN,NLAM,GLAM
IRF_IVQA = TF_quantity
IRF_PUUN = TF_unit
IRF_PUNO = TF_purchase_order
IRF_PNLI = TF_line_number
IRF_ITNO = TF_item_number
IRF_POPN = TF_item_number
IRF_SUDO = TF_packing_slip
#IRF_NEPR = TF_net_unit_price
IRF_GRPR = TF_gross_unit_price
IRF_PPUN = TF_unit
#IRF_NLAM = TF_net_amount
IRF_GLAM = TF_total_amount

###########################
# Order Charge Line
###########################

OrderCharge=order_charges

## Order Charge Static Fields
OrderChargeStaticFields=RDTP,DIVI,CONO
OC_SF_RDTP=2
OC_SF_DIVI=AAA
OC_SF_CONO=780

## Order Charge Fields
OrderChargeFields=NLAM,CHGT,CEID
OCF_NLAM=TF_amount
OCF_CHGT=TF_voucher_text
OCF_CEID=TF_ledger_account


###########################
# Cost Line
###########################

InvoiceCost=cost_lines

## Cost Line Static Fields
InvoiceCostStaticFields=RDTP,DIVI,CONO
IC_SF_RDTP=8
IC_SF_DIVI=AAA
IC_SF_CONO=780

## Cost Line Fields
InvoiceCostFields=NLAM,VTXT,AO01,AO02,AO03,AO04,AO05,AO06,AO07,VTCD,AIT1,AIT2,AIT3,AIT4,AIT5,AIT6,AIT7,VTP1,VTP2
ICF_NLAM=TF_amount
ICF_VTXT=TF_voucher_text
ICF_AIT1=TF_ledger_account
ICF_AIT2=TF_dimension_2
ICF_AIT3=TF_dimension_3
ICF_AIT4=TF_dimension_4
ICF_AIT5=TF_dimension_5
ICF_AIT6=TF_dimension_6
ICF_AIT7=TF_dimension_7
ICF_AO01=TF_accounting_object_1
ICF_AO02=TF_accounting_object_2
ICF_AO03=TF_accounting_object_3
ICF_AO04=TF_accounting_object_4
ICF_AO05=TF_accounting_object_5
ICF_AO06=TF_accounting_object_6
ICF_AO07=TF_accounting_object_7
PreviousCreating an ION API FileNextExporting to IDM

Last updated 1 year ago

Was this helpful?