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.
Static Values
First, define all static values in a single line using the Static_Values key:
Then, assign values to each static variable using the SV_ prefix:
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.
Then, assign static values to each field using the
SF_
prefix:
Index Fields
Start by listing all the index fields used, specifying the IDMAttributeId and type.
Each mapped field follows the format:
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.
ACL Field Definition
Searchable Name in IDM
The Searchable PDF Name will be the document name in IDM.
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
Then, add the following entries below SV_ACLString:
XML Mapping
Add the following mapping at the bottom of the file:
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:
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.
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