DocBits- IDP for Infor ERP
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  • Vue d'ensemble et principes de base
    • DocBits
      • Caractéristiques principales de DocBits
    • Architecture
      • DocBits Infor sur le client sur site
      • Certifications
    • Infrastructure Infor
  • Notes de version
  • Section utilisateurs et partenaires
    • Section utilisateur final
      • Tableau de bord
        • Outils du tableau de bord
        • Fusion de Documents
        • Statut du document
        • Filtrage des documents
        • Aperçu des documents téléchargés
        • Compteur de tâches
        • Champs extraits validés
        • Flux De Documents
        • Dépannage
        • Raccourcis Clavier
      • Tâches
      • Advance Shipment Dashboard
      • Tableau de bord des bons de commande
      • Tableau de bord des factures
      • Shipment Order Dashboard
      • Options de Configuration de l'Utilisateur
      • Tableau AI
        • Étiquettes de tableau AI
      • Écran de validation
        • Données Floues
        • Codes QR
        • Raccourcis Clavier
      • Objectif et Utilisation
      • Appariement des Bons de Commande
        • Correspondance Automatique des Données de Bon de Commande
        • Correspondance des numéros d'article du fournisseur
        • Raccourcis Clavier
      • Comptabilité pour les factures de coûts et les ventes indirectes
      • Comment importer des documents
        • FTP
        • Importation Manuelle
        • Webhook
        • E-mail
          • IMAP
          • OAuth Office365
      • Support technique dans DocBits
        • Créer un ticket
        • Icônes d'aide
      • Cours
        • Introduction
        • Tableau de bord
        • Documents validés
        • Tableau AI
        • Appariement principal des bons de commande avec DocBits
      • Notre Système de Priorité des Documents
      • Portail Fournisseur
        • Inscription du Fournisseur
        • Statut du Fournisseur
      • Ressources et support
        • Support utilisateur
    • Section Partenaire
      • Automatisation des Tests de Factures avec DocBits
  • Administration et configuration
    • Paramètres
      • Global Settings
        • Informations sur l'entreprise
          • Définir la couleur de l'application dans les paramètres de l'entreprise
        • Custom Filters
        • Document Expiry
        • Document Types
          • Layout Manager
            • Navigation dans le Gestionnaire de Mise en Page
          • Document Sub Types
          • Table Columns
          • Fields
            • Ajout et Édition de Champs
          • Model Training
          • Regex
          • Script
          • EDI
          • More Settings
            • Objectif et utilisation
            • Meilleures pratiques
            • Dépannage
            • Gestion des documents en double
            • Cachet d'approbation
            • Carte des Numéros d'Article Fournisseur - Documentation Administrateur
            • Paramètres de tolérance de commande d'achat / Tolérance de commande d'achat supplémentaire
            • Statuts de désactivation de commande d'achat
            • Table PO dans le Constructeur de Mise en Page
            • Vérification automatique des mises à jour de CA
            • Calculer le prix unitaire de la commande
            • Export des lignes de commande non appariées
          • e-docs
            • eSLOG 1.6 et 2.0
        • Notification par e-mail
          • Configuration des Notifications
          • Gestion des Notifications
          • Meilleures Pratiques
          • Dépannage
        • Custom Filters
        • Groups, Users and Permissions
          • Utilisateurs
            • Modification des détails de l'utilisateur
            • Privilèges d'Administration
          • Sous-Organisations
            • Comment créer une Sous-Organisation
          • Groupes et Autorisations
            • Objectif et utilisation
            • Ajout/Modification de Groupes
            • Activation des autorisations
            • Contrôle d'Accès
            • Dépannage
        • Intégration
          • API Calls and Examples
        • Tableau de bord
      • Traitement des documents
        • Documents Expiry
        • Import
        • Gestionnaire de Règles
        • Ocr Settings
        • Classification et extraction
          • Extraction de tableaux pour le calcul des coûts
          • Extraction automatique du code fiscal
        • Master Data Lookup
        • List Of Values
        • Export
        • Module
          • Mode Annotation
          • Approval Before Export
          • Doc Scan
          • Doc Script
          • Mise à jour de l'ACL IDM
          • Swiss QR Code
        • Arbres de Décision
      • Log Settings
        • Gestion des tâches
        • Synchronisation des données
      • Licences API
      • Paramètres du Fournisseur
        • Paramètres Généraux du Fournisseur
        • Modification des Modèles d'Email
        • Configuration de l'exportation pour le portail des fournisseurs pour M3
      • Gestion du Cache
    • 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
      • SSO Configuration
      • Testing
        • PO Matching
        • Auto Accounting
          • LN
          • M3
      • Portail Fournisseur
      • WatchDog Installation
  • Intégration et configuration d'Infor
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Extraction de tableaux pour le calcul des coûts
    • Exporting in DocBits
      • Export Module
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Création d'un fichier de mappage IDM
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
      • Exporting to IDM
      • M3
        • M3 Configuration
      • LN
        • Exporter les codes de taxe vers LN
        • LN Configuration
  • Fonctions et outils avancés
    • Scripting dans 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
      • Fonctions
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
    • Postman for DocBits
    • Importation des données de fournisseur et de commande d'achat dans DocBits à partir de fichiers CSV
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On this page
  • Sections
  • Adding and Removing Fields
  • Header:
  • Tax Line:
  • Receipt Line:
  • Order Charge Line:
  • Cost Line:

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  1. Intégration et configuration d'Infor
  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
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Last updated 1 year ago

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