Creating an IDM Mapping File
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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).
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.
Find the Static_Values field and add the following:a
Then, add the following entries below SV_ACLString:
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.
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.
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.
