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A guide to exporting documents in DocBits.
Once obtained, open the file in your applicable file editor of choice. For this walkthrough, VSCode will be used.
Check the document type code is as it is in DocBits (like with the BOD Mapping File it should match the name of the doc type in the URL of the field settings) and also check the name of the document type as it should be in Document Manager (IDM) in Infor.
FYI: It states that the name of the document type in IDM is M3_SupplierInvoice, this is due to this being an example from an M3 instance. This can change depending on if you use LN or M3, as well as your specific IDM configuration.
Check the company ID, and check Entity ID (SF_MDS_EntityType) this value should be the same as it was in the BOD Mapping File.
Ensure the IndexFieldFromDocBits=IDMAttributeID (check if DocBits on the left in the field settings matches IDM on the right in Document Type → Attributes).
Go to Document Manager and select the name of the current document type you are trying to export, for example, Supplier Invoice.
Click the above icon and then click Administration → Document Type and then find the document type you need in the list
As shown below, you will then see the doc type name as it is in INFOR
Make sure this is how the name is shown in the IDM Mapping File
Once the file is prepared, upload it to your export configuration in DocBits. This is available at Settings → Export.
Download a BOD Mapping File and open it in your applicable file editor of choice to edit it. For this walkthrough, VSCode is used.
Change the company to the correct one (SFV_AccountingEntityID) and edit location ID if needed.
Check the document code by going to the field settings of the document type you are trying to export (found in URL of field settings of document type in DocBits like below
Lastly, edit the SFV_LogicalID which can be found in INFOR ION DESK → Connect → Connection points and select the DocBits_Export or similar connection point and within that page you will find the Logical ID you need.
If this Connection Point does not yet exist, you need to create one.
First, go to ION Desk → Connect → Connection Points and click on the “+ Add” button”
Then select the “IMS via API Gateway” option
You will be taken to the above screen where you must now fill in the necessary information, the name should be something like “DocBits_export” or similar.
For “ION API Client ID” you enter the same Client ID you obtained earlier for the ION Mapping File.
Then select the Document tab of the Connection Point creation menu and add the following documents by pressing the “+” sign, this will only become useful later.
Once you save this Connection Point you will obtain the Logical ID as shown below
Then insert this Logical ID into the appropriate section of the BOD Mapping File and save the file.
Drag and drop the file into your export configuration in DocBits. This is available at Settings → Export.
The export module is located, on the Dashboard, under Settings → Document Processing → Export.
To add a new export configuration, select “+ New”
Select the method you would like to use for your export configuration.
Once you have selected the method you would like to use, you will need to upload the various information and files required for that method of exporting.
Once you have one or many export configurations in your DocBits, you have the option to activate or deactivate configurations depending on your needs.
The configuration below is activated, indicated by the green dot to the left of the configuration name.
To deactivate the export configuration, select the options button to the right of the configuration as shown below.
You are given three options
Deactivate: The export configuration will no longer be functional (indicated by a red dot next to the configuration name).
Edit: Make changes to the details of the configuration.
Delete: Delete the configuration.
This is created in INFOR ION API → Authorized Apps and an app like below should be shown
If not, then you need to create a new Authorized App. This can be done clicking the plus sign
Once you have entered the Name (DocBits_*Environment*) and Type (case specific) of the new Authorized App, you will be taken to a page where the Client ID and Secret have been generated automatically.
The information you fill in should be similar to what is shown above, it is important to enable the “Issue Refresh Tokens” slider at the bottom of the page.
Click “Download Credentials” to download the ION Mapping File.
Once you have downloaded the ION API file from Infor, you can upload it by going to Settings → Document Processing → Export like below
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You have created:
An ION API Endpoint
An ION API File
A BOD Mapping File
An IDM Mapping File
Before you set up the data flow, you need to import the mapping files into InforOS
In ION Desk → Connect and open Mappings
Click on the Import icon
From here you need to select the various mapping files you will need which include: SyncCaptDoc_SyncSuppInv, SyncSupplierInvoice_LoadSupplierInvoice, and LoadSupplierInvoice_ProcessSupplierInvoice.
Once you have imported all the mappings files, make sure to approve each of them by clicking the tick icon within each of their squares on the Mapping dashboard.
The next step is to setup the Data Flow in ION Desk, navigate to the ION Desk application and select Data Flow → + ADD → Document Flow like below
You will then see this page, this is where you will build the flow of information from DocBits to M3
An LN data flow will look similar to what is shown below (there are multiple paths due to each individual path being meant for a specific document type, for this explanation we will focus on the invoice data flow).
All parts of the chain are dragged and dropped from the top section
In the chain, DocBits and LN are both Applications whereas in between them there are mappings that convert the data into a form that can be understood by the next section of the dataflow and “map” the information so that it goes to where it is needed or meant too.
Give it the appropriate name such as “DocBits” then select the plus sign and search for the connection point you created earlier such as DocBits_Export or similar and click on it.
To create this connection point, go to ION Desk → Connect → Connection Points
Click “+ Add”
Select “IMS via API Gateway” and fill in the following information
The ION API Client ID is in the ION API File you created at How to Create an ION API File under the “ci” value.
Switch to the document tab, and add the Sync.CaptureDocument BOD to the DocBits connection point like below.
Then save the connection point by pressing the disk icon in the upper-left corner.
Navigate back to the Dataflow section of ION Desk to access your dataflow. Your DocBits application should look similar to what is shown below.
The first mapping node should look as follows
The second mapping node should look as follows
There should already be an LN or similarly named connection point (for the appropriate LN company) created in INFOR so, just like the DocBits Application you select it by clicking the “+” sign and it should look as follows
The following configurations should look as follows:
The last icon should be empty as it is not carrying any document or information.
Once you have added all necessary nodes to the data flow, press this button to activate the data flow
You have created:
An ION API Endpoint
An ION API File
A BOD Mapping File
An IDM Mapping File
Before you setup the dataflow, you need to import the mapping files into InforOS.
In ION Desk → Connect and open Mappings
Click on the Import icon
From here you need to select the various mapping files you will need which include: SyncCaptDoc_SyncSuppInv, SyncSupplierInvoice_LoadSupplierInvoice, and LoadSupplierInvoice_ProcessSupplierInvoice.
Once you have imported all the mappings files, make sure to approve each of them by clicking the tick icon within each of their squares on the Mapping dashboard.
The next step is to setup the Data Flow in ION Desk, navigate to the ION Desk application and select Data Flow → + ADD → Document Flow like below
You will then see this page, this is where you will build the flow of information from DocBits to M3
An M3 data flow will look similar to what is shown below (there are 3 DocBits applications and APIs due to it being used for 3 separate environments).
All parts of the chain are dragged and dropped from the top section
In the chain, DocBits and M3 are both Applications whereas in between them there are mappings that convert the data into a form that can be understood by the next section of the train and “map” the information so that it goes to where it is needed or meant too.
Give it the appropriate name such as “DocBits” then select the plus sign and search for the connection point you created earlier such as DocBits_Export or similar and click on it.
To create this connection point, go to ION Desk → Connect → Connection Points
Click “+ Add”
Select “IMS via API Gateway” and fill in the following information
The ION API Client ID is in the ION API File you created at How to Create an ION API File, this can be found by the “ci” value.
Switch to the document tab, and add the Sync.CaptureDocument BOD to the DocBits connection point like below.
Then save the connection point by pressing the disk icon in the upper-left corner.
Navigate back to the Dataflow section of ION Desk to access your dataflow. Your DocBits application should look similar to what is shown below.
The first mapping node should look as follows
The second mapping node should look as follows
The third mapping node should look as follows
There should already be a M3 or similarly named connection point created in INFOR so just like the DocBits Application you select it by clicking the “+” sign and it should look as follows
You will first need to create this API as a connection point which is done by:
ION Desk → Connect → Connection Points
Click “+ Add” and select API
The information you fill in should look like the following
Switch to the document tab and add the following configuration
Acknowledge.SupplierInvoice
The configuration for this BOD is as follows
Make sure you have selected the “Send to API” option in the above menu.
Lastly ensure that you alter the request body as well to look like this.
Repeat this process for the rest of the BODs, each configuration is shown below.
Sync.PurchaseOrder
The configuration for this BOD is as follows
Sync.RemitToPartyMaster
The configuration for this BOD is as follows
Sync.SupplierPartyMaster
The configuration for this BOD is as follows
The following configurations should look as follows:
The last icon should be empty as it is not carrying any document or information.
Once you have added all necessary nodes to the data flow, press this button to activate the data flow (after saving the data flow by pressing the hard drive icon).
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 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 fields can be checked by opening appropriate screen in M3.
Similarly you can get field names for lines
Fields List Property: StaticFields
Section Fields Prefix: SF_
Available Fields: You can map any M3 api field with any static value
Fields List Property: HeaderFields
Section Fields Prefix: HF_
Available Fields: You can map any DocBits field to any M3 api field
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
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
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
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
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
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
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
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
Once at the home screen, click on the burger menu and select ION API
After opening ION API, click on Available APIs in the left menu
Click on “+ADD” block
Then “+ Create New”
The information you insert should look like this
FYI: The description has multiple environments as this will be used for multiple environments and the icon and its color always remain the same.
Next, select the + at the bottom of the screen
This Target Endpoint URL can be found at doc2api.cloudintegration.eu
The information underneath this field should look as follows.
Once you have filled in this information, to the right of these fields there is a “Target Endpoint Security” field with a drop down. Select API Key from this drop down.
A table will then appear underneath this drop down, fill in the following information. The key value is specific to the customer and environment, it can be found within DocBits.
From the Dashboard → Settings → Integration → API Key
Copy and paste this into the Key Value field in InforOS
Once this is complete, press the following icon to save the configuration
You are not yet completely done with the configuration.
Go back into the API you just configured and enter the details like below
Go to the Documentation tab at the bottom and click on the +
Enter the following details:
Name = DocBits-”environment”
Type = Swagger
URL = go to doc2api.cloudintegration.eu, once on this page, open the following link
Copy the URL and use it for the URL field in InforOS
Save it once you have entered the information for all the fields. There should be a loading icon for a while but the end result should look like this
The same process would be used to create the endpoints for other environments.
FYI: If in the future you are struggling to find these endpoints, in ION API go to API Metadata and click on this icon to refresh the API metadata.
From the DocBits Dashboard of the required customer, go to Settings → Export, to add a new document type for export, do as follows:
Click on the “+ New” button
Select “Infor IDM + ION BOD”
You will then be taken to this menu where you need to give the new exportable document type a Title, select the document type from the dropdown and add all the necessary Mapping Files (ION, IDM and BOD).
If you only require your document to be exported to IDM or Document Management in INFOR, the configuration is similar to that of the export to IDM + LN/M3 but does not require any BOD Mapping file as there is no export to LN/M3 required.
Select the following option for exporting.
You will be required to upload an ION API file as well as an IDM Mapping file.
How to obtain these has been discussed earlier in this documentation. ION API file and IDM Mapping file.
