Creating an IDM Mapping File

Fields for IDM Mapping File

When creating an IDM mapping file, the following fields are required:

• Document Type Definition

  • Ensure the document type code in DocBits matches the name used in the URL of the field settings, similar to the BOD Mapping File.

  • Verify that the document type name in IDM aligns with your system configuration. For example, in M3, it may be M3_SupplierInvoice, while in LN, it will be different based on your setup.

    • A Guide on how to navigate in IDM can be found at Document Manager in IDM on this page.

#Define Name of document
#Example: <DocBitsDocumentType>=<IDMDocumentType>
#INVOICE=LN_SupplierInvoice
INVOICE=M3_SupplierInvoice

• Static Values

  • First, define all static values in a single line using the Static_Values key:

  Static_Values=FileNameSeparator,ACLString

  • Then, assign values to each static variable using the SV_ prefix:

  SV_FileNameSeparator=_ 
  SV_ACLString=Public

#Define mappings for the static values
#Example: Static_Values=<StaticVariableName>
Static_Values=FileNameSeparator,ACLString
#Example: SF_<StaticVariableName> = StaticValue
SV_FileNameSeparator=_
SV_ACLString=Public

• Static Fields

  • Static fields are used to set specific, unchanging values across all documents. These values remain consistent across documents.

  • Start by listing all the Static fields used, specifying the IDMAttributeId and type.

    Static_Fields=BOD_AccountingEntityID:STRING,M3_Company:STRING,M3_Division:STRING

  • Then, assign static values to each field using the SF_ prefix:

    SF_BOD_AccountingEntityID=921_VVB
    SF_M3_Company=921
    SF_M3_Division=VVB

#Define mappings for the static fields
#Example: Static_Fields=<IDMAttributeId>:<type>
Static_Fields=BOD_AccountingEntityID:STRING,M3_Company:STRING,M3_Division:STRING
#Example: SF_<IDMAttributeId> = StaticValue
#SF_MDS_EntityType=InforERPEnterpriseFinancialsReceivedInvoice
SF_BOD_AccountingEntityID=921_VVB
SF_M3_Company=921
SF_M3_Division=VVB

• Index Fields

  • Start by listing all the index fields used, specifying the IDMAttributeId and type.

    Index_Fields=delivery_note_id:STRING,delivery_date:STRING,CORRELATION_ID:STRING,ACCOUNTING_ENTITY:STRING,GROUP_ACCOUNTING_ENTITY:STRING,supplier_name:STRING,supplier_id:STRING,purchase_order:STRING

  • Each mapped field follows the format:

    IF_<DocBitsFieldID> = <IDMAttributeId>

    • Confirm that IndexFieldFromDocBits = IDMAttributeID, ensuring that the field mapping in DocBits aligns with the attributes in IDM (Document Type → Attributes).\ A Guide on how to navigate in IDM can be found at Document Manager in IDM on this page.

#Define index fields
#Example: Index_Fields=<IndexFieldIdFromIDM>:<type>
Index_Fields=INVOICE_ID:STRING,INVOICE_DATE:STRING,COMPANY:STRING,DIVISION:STRING,DIVISION_NO:STRING,CORRELATION_ID:STRING,SUPPLIER_ID:STRING,SUPPLIER_NAME:STRING
#Example: IF_<DocBitsFieldID> = <IDMAttributeId>
IF_INVOICE_ID=BOD_SupplierInvoiceID
IF_CORRELATION_ID=BOD_AlternateDocumentID_1
IF_INVOICE_DATE=M3_InvoiceDate
IF_COMPANY=M3_Company
IF_DIVISION=M3_Division
IF_DIVISION_NO=BOD_AccountingEntityID
IF_SUPPLIER_ID=BOD_RemitToPartyID
IF_SUPPLIER_NAME=BOD_SupplierPartyID

• ACL Field Definition

#Define ACL Field value
#Example: ACL_Fields= Concatenation of other defined fields that together should be a valid ACL in IDM
ACL_Fields=SV_ACLString

• Searchable Name in IDM

  • The Searchable PDF Name will be the document name in IDM.

#Define Resource Mapping
#Example: Searchable_PDF_Name= Concatenation of other defined fields
Searchable_PDF_Name=IF_INVOICE_ID 

XML and EDI file export

To export the original XML/EDI file along with the generated PDF, you need to modify the IDM Mapping file, in the export configuration. First, update the Static_Values section by adding the file prefix and extension. After that, define the actual mapping to ensure the correct export configuration.

If an export for invoices to IDM is already set up, the generated PDF should already be included in the export. If you don’t need the XML file, you can skip the next part. However, if you do need the XML file, follow the steps below.

Updating the Static Values:

Find the Static_Values field and add the following:a

,EDI_FILE_PREFIX,XML_FILE_PREFIX,PDF_FILE_PREFIX,PDF_FILE_EXTENSION,EDI_FILE_EXTENSION,XML_FILE_EXTENSION

Then, add the following entries below SV_ACLString:

SV_EDI_FILE_PREFIX=EDI_810_
SV_XML_FILE_PREFIX=XML_810_
SV_PDF_FILE_PREFIX=INV_EDI_
SV_PDF_FILE_EXTENSION=.pdf
SV_EDI_FILE_EXTENSION=.xml
SV_XML_FILE_EXTENSION=.xml

XML Mapping

Add the following mapping at the bottom of the file:

EMBEDDED_FILES_EXPORT = TRANSFORMED, XML
EFE_TRANSFORMED_SOURCE_NAME = Transformed.xml
EFE_TRANSFORMED_EXPORT_DOC_TYPE = M3_SupplierInvoice
EFE_TRANSFORMED_EXPORT_FILENAME = SV_XML_FILE_PREFIX+IF_INVOICE_ID+SV_XML_FILE_EXTENSION

EFE_XML_SOURCE_NAME = XML_DOCUMENT.xml
EFE_XML_EXPORT_DOC_TYPE = M3_SupplierInvoice
EFE_XML_EXPORT_FILENAME = SV_XML_FILE_PREFIX+IF_INVOICE_ID+SV_XML_FILE_EXTENSION

Note: Ensure that export_doc_type is set to the IDM invoice type. In this example, it is set for M3.

EDI Mapping

Add the following mapping at the bottom of the file:

EMBEDDED_FILES_EXPORT = TRANSFORMED, EDI
EFE_TRANSFORMED_SOURCE_NAME = Transformed.xml
EFE_TRANSFORMED_EXPORT_DOC_TYPE = M3_SupplierInvoice
EFE_TRANSFORMED_EXPORT_FILENAME = SV_XML_FILE_PREFIX+IF_INVOICE_NUMBER+SV_XML_FILE_EXTENSION

EFE_EDI_SOURCE_NAME = EDI.edi
EFE_EDI_EXPORT_DOC_TYPE = M3_SupplierInvoice
EFE_EDI_EXPORT_FILENAME = SV_EDI_FILE_PREFIX+IF_INVOICE_NUMBER+SV_EDI_FILE_EXTENSION

Note: Ensure that export_doc_type is set to the IDM invoice type. In this example, it is set for M3.

Document Manager in Infor

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

Upload File to DocBits

Once the file is prepared, upload it to your export configuration in DocBits. This is available at Settings → Export.