# 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. ```properties #Define Name of document #Example: = #INVOICE=LN_SupplierInvoice INVOICE=M3_SupplierInvoice ``` * **Static Values** * First, define all static values in a single line using the **Static\_Values** key: ```properties Static_Values=FileNameSeparator,ACLString ``` * Then, assign values to each static variable using the **SV\_** prefix: ```properties SV_FileNameSeparator=_ SV_ACLString=Public ``` ```properties #Define mappings for the static values #Example: Static_Values= Static_Values=FileNameSeparator,ACLString #Example: SF_ = 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. ```properties Static_Fields=BOD_AccountingEntityID:STRING,M3_Company:STRING,M3_Division:STRING ``` * Then, assign static values to each field using the `SF_` prefix: ```properties SF_BOD_AccountingEntityID=921_VVB SF_M3_Company=921 SF_M3_Division=VVB ``` ```properties #Define mappings for the static fields #Example: Static_Fields=: Static_Fields=BOD_AccountingEntityID:STRING,M3_Company:STRING,M3_Division:STRING #Example: SF_ = 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. ```properties 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: ```properties IF_ = ``` * 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. ```properties #Define index fields #Example: Index_Fields=: 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_ = 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** ```properties #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. ```properties #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 ```properties ,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**: ```properties 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: ```properties 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. ![](https://lh7-us.googleusercontent.com/EV3uw3R1L6_RRANB7FRLwtUFMbv_KGtL4x6kAk6lEYhwI90UeG2uWqFD2Azpxv-SRFl9zfvdratOZbXxp2D1-SryLo3Boj2x9Xc4PQXJ6vUhX5c9pvhv4XHuCk-qMK51DZ885vRUJ5dwES7k84uhoyk) Click the above icon and then click Administration → Document Type and then find the document type you need in the list ![](https://lh7-us.googleusercontent.com/ldsuINS9SCUQm3E57s8j_95gzBGwHQFavcf6d3myg6tuVxRoQHtq8R-6we5OEJ63swDxwPc9w7hbySWqWdfaMsGdQpn99m6EchPY5f5DzXEj-8mjocwPNtdJVNP34CuPvw0JIImDgFX1Q05M8-ogZo8) As shown below, you will then see the doc type name as it is in INFOR ![](https://lh7-us.googleusercontent.com/KSreWGS7TqdMP64BqtufM24xk0RDnNDHUZapnPsSuRj_umPJ3icll89KI2RYpbtet2F6ccL8QfYbl27-2j1nQPwQ0z-Nq873c4Tv72ee9AJhKMxynIUxmJKKsQQCupW_dpRfw_5BXm0WvAnw4HOALmw) 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. ![](https://lh7-us.googleusercontent.com/rUHhvImiWamK6JxnWSPL4JEioAJq3AmvdsubJDo-DoDV9F_i5mZ42YDnjqZUYKYSJu1Cetc_4fLwlvvmoZXYIzmBf3hoyW6RjfP9HQ8FkNDhW1IbLHvNTCHWFRaeCECdZ97u79-Eu37TvzqnqGPEayM)