DocBits- IDP for Infor ERP
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  • Descripción general y conceptos básicos
    • DocBits
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    • Arquitectura
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  • Notas de versión
  • Sección de usuarios finales y socios
    • Sección de usuario final
      • Panel
        • Herramientas del Panel
        • Unir Documentos
        • Estado del documento
        • Filtrar documentos
        • Resumen de documentos cargados
        • Contador de tareas
        • Campos extraídos validados
        • Documento-Flujo
        • Solución de problemas
        • Atajos de Teclado
      • Tareas
      • Cuadro de mandos de envíos anticipados
      • Panel de órdenes de compra
      • Panel de facturación
      • Shipment Order Dashboard
      • Opciones de Configuración del Usuario
      • Tabla AI
        • Etiquetas de la tabla AI
      • Pantalla de Validación
        • Datos Difusos
        • Códigos QR
        • Atajos de Teclado
      • Propósito y uso
      • Conciliación de Órdenes de Compra
        • Conciliación Automática de Datos de Órdenes de Compra
        • Mapa de número de artículo del proveedor
        • Atajos de Teclado
      • Contabilidad para Factura de Costos y Ventas Indirectas
      • Cómo importar documentos
        • FTP
        • Importación Manual
        • Webhook
        • Correo Electrónico
          • IMAP
          • OAuth Office365
      • Soporte técnico en DocBits
        • Crear un ticket
        • Iconos de ayuda
      • Curso
        • Introducción
        • Panel
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        • Tabla AI
        • Conciliación maestra de órdenes de compra con DocBits
      • Nuestro Sistema de Prioridad de Documentos
      • Portal del Proveedor
        • Registro de Proveedores
        • Estado del Proveedor
      • Recursos y apoyo
        • Soporte para usuarios
    • Sección de Socios
      • Pruebas de Automatización de Facturas con DocBits
  • Administración y configuración
    • Configuración
      • Global Settings
        • Información de la Empresa
          • Definiendo el Color de la Aplicación en la Configuración de la Empresa
        • Custom Filters
        • Document Expiry
        • Document Types
          • Layout Manager
            • Navegando el Administrador de Diseño
          • Document Sub Types
          • Table Columns
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            • Agregando y Editando Campos
          • Model Training
          • Regex
          • Script
          • EDI
          • More Settings
            • Propósito y uso
            • Mejores prácticas
            • Solución de problemas
            • Detección de duplicados
            • Aprobación
              • Sello de aprobación
            • Orden de compra
              • Tabla de PO en el Constructor de Diseño
              • Verificación automática de actualizaciones de OC
              • Calcular el precio unitario del pedido
              • Exportar líneas de PO no coincidentes
              • Ajuste de tolerancias de órdenes de compra / Tolerancia adicional de órdenes de compra
              • Estados de desactivación de órdenes de compra
              • Mapa de Números de Artículos de Proveedores - Documentación para Administradores
          • e-docs
            • eSLOG 1.6 y 2.0
        • Notificación por Correo Electrónico
          • Configuración de Notificaciones
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        • Plantillas de correo electrónico
        • Custom Filters
        • Groups, Users and Permissions
          • Usuarios
            • Modificando Detalles del Usuario
            • Privilegios de Administrador
          • Suborganizaciones
            • Cómo crear una Suborganización
          • Grupos y Permisos
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        • Documents Expiry
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        • Gestor de Reglas
        • Ocr Settings
        • Clasificación y extracción
          • Extracción de tablas para el elemento de costos
        • Master Data Lookup
        • List Of Values
        • Export
        • Module
          • Modo de Anotación
          • Approval Before Export
          • Doc Scan
          • Doc Script
          • IDM ACL-UPDATOR
          • Swiss QR Code
        • Árboles de Decisión
      • Log Settings
        • Gestión de Tareas
        • Sincronización de Datos
      • Licencias de API
      • Configuración del Proveedor
        • Configuración General del Proveedor
        • Edición de Plantillas de Correo Electrónico
        • Diseño del Proveedor
        • Exportar la configuración del portal de proveedores para M3
        • Permisos del Proveedor
      • Gestión de Caché
    • Flujo de trabajo
      • 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
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          • Defining Tables and Columns
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          • Manual Row Selection
          • Mapping Columns
          • Save and Delete Rules
      • SSO Configuration
      • Testing
        • PO Matching
        • Auto Accounting
          • LN
          • M3
      • Portal de Proveedores
      • Instalación de WatchDog
    • Página de Informe
  • Integración y configuración de Infor
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Extracción de tablas para el elemento de costos
    • Exporting in DocBits
      • Export Module
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Creando un Archivo de Mapeo IDM
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
      • Exporting to IDM
      • M3
        • M3 Configuration
      • LN
        • Exportar Códigos de Impuestos a LN
        • LN Configuration
  • Funciones y herramientas avanzadas
    • 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
      • Funciones
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
    • Postman for DocBits
    • Importando Datos de Proveedores y Órdenes de Compra en DocBits desde Archivos CSV
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On this page
  • Prerequisites
  • Import Mapping Files
  • DocBits to M3
  • DocBits Application
  • Mapping 1
  • Mapping 2
  • Mapping 3
  • M3 Application
  • DocBits API
  • BODs

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  1. Integración y configuración de Infor
  2. Exporting to INFOR
  3. M3

M3 Configuration

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Last updated 1 year ago

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Prerequisites

You have created:

  • An ION API Endpoint

  • An ION API File

  • A BOD Mapping File

  • An IDM Mapping File

Import Mapping Files

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.

DocBits to M3

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.

DocBits Application

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.

Mapping 1

The first mapping node should look as follows

Mapping 2

The second mapping node should look as follows

Mapping 3

The third mapping node should look as follows

M3 Application

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

DocBits API

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

BODs

The following configurations should look as follows:

First

Second

Third

Forth

Fifth

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).