Datasets:

nikkoyabut

/

infordocs_instruct

like 0

<s>[INST] In the context of INFOR Docs, tell me about Manual emailing and printing? [/INST] Manual emailing and printing Some IDM documents are not automatically emailed and printed. This table shows the location where you can manually email or print these documents: Output document Manual emailing Manual printing Location Billing Invoice ✓ ✓ Billing Manager > Manage Processing > Invoice Contract Addendum ✓ X Contract Manager > Manage Contracts > Contract record > Contract tab > Contract Versions Contract Document ✓ X Contract Manager > Manage Contracts > Contract record Contract Redline Document ✓ X Contract Manager > Manage Contracts > Contract record Escheatment Notice ✓ ✓ Cash Accountant > Manage Escheatment > IDM Notice Results Federal Financial Report ✓ ✓ Financials Administrator > Global Ledger > Finance Enterprise Group > Structure Compare > Project Funding > External > Federal Grants > Federal Financial Reports tab Intercompany Billing Invoice ✓ ✓ Intercompany Billing Specialist > Manage Documents Kitchen Order ✓ Kitchen Manager > Manage Kitchen Orders > Main > IDM Options Payables Credit Memo/Chargeback ✓ ✓ Payables Manager > Manage Invoices Payables Debit Memo ✓ ✓ Payables Manager > Manage Invoices Payables Payment Output Check X ✓ Payables Manager > Run Processes > Process Payments > Payment Output Files Payables Payment Output Remittance Advice ✓ ✓ Payables Manager > Run Processes > Process Payments > Payment Output Files Payables Payment Output Wire Transfer X ✓ Payables Manager > Run Processes > Process Payments > Payment Output Files Project Invoice ✓ ✓ Project Manager > My Project Contracts > Invoices Project Invoice Reversal ✓ ✓ Project Manager > My Project Contracts > Invoices Receivable Invoice ✓ ✓ Receivables Manager > Processing > Invoices Receiving Delivery and Putaway X ✓ Purchasing Manager > Manage Receiving > Receiving Recipe ✓ Recipe Manager > Manage Recipe > Main > IDM Options Sublease Billing Invoice ✓ ✓ Lease Specialist > Subleases > Invoices US1099 Form ✓ ✓ Payables Manager > Run Processes > Process Tax Documents > US 1099 IDM Output .</s>

<s>[INST] In the context of INFOR Docs, tell me about Emailing remittance advice to vendors? [/INST] Emailing remittance advice to vendors Before you can perform this task, the remittance advice document must be generated. To verify this, the value of the Has Remittance IDM Document column must be Yes For more details, see Processing Payables payment output files. Select Payment Output Files. Select a record. Select All Actions menu > Email Remittance Advice. To email only a specific transaction within the record, perform these steps: Open a record. In the Payment Output File Details section, select a transaction. Select All Actions menu > Email Remittance Advice. Specify this information: From Specify the email address of the sender. To, Cc Specify the email address of the recipients. This is only available when emailing a specific transaction within the record. Subject Specify the subject line of the email. Email Templates Optionally, select an email template. Click Submit. The value of the Email Sent For Remittance Advice column becomes Yes. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Printing remittance advice? [/INST] Printing remittance advice Before you can perform this task, the remittance advice document must be generated. To verify this, the value of the Has Remittance IDM Document column must be Yes For more details, see Processing Payables payment output files. Select Payment Output Files. Select a record. Select All Actions menu > Print Remittance Advice. To print only a specific transaction within the record, perform these steps: Open a record. In the Payment Output File Details section, select a transaction. Select All Actions menu > Print Remittance Advice. Specify this information: Print All If applicable, then select this check box to print all remittance advice documents for the payment output file. To, From If applicable, then specify a range. These fields are only available if the Print All check box is blank. Remittance Advice Printer Select the printer name. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Printing checks? [/INST] Printing checks Before you can perform this task, the payment checks must be generated. To verify this, the value of the Has Check IDM Document column must be Yes. Select Payment Output Files. Select a record. Select All Actions menu > Print Check. To print only a specific transaction within the record, perform these steps: Open a record. In the Payment Output File Details section, select a transaction. Select All Actions menu > Print Check. Specify this information: Print All If applicable, then select this check box to print all checks for the payment output file. To, From If applicable, then specify a range. These fields are only available if the Print All check box is blank. Payment Printer Select the printer name. Include Remittance Advice Select this check box to also print the remittance advice. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Email recipients? [/INST] Email recipients Each output document is generated and sent to its configured email address. These output documents automatically adds the sender’s custom email address in the Cc field of the email: Billing Invoice Project Invoice Project Invoice Reversal Payables Credit Memo/Chargeback Payables Debit Memo Payables Payment Output Remittance Advice Receivable Invoice This table shows the locations where you can configure the email address of each output document with emailing feature. Output document Recipient/s Location Advanced Dunning Letter Basic Dunning Letter Invoice and Register Print Receivables Statement Payment Request Notice Sublease Billing Invoice Company Customer 's Email Address Company Customer Contact's Email Address Company Customer: Receivables Administrator > Manage Customer > Company Customer > Main Company Customer Contacts: Receivables Administrator > Manage Customer > Company Customer > Contacts Escheatment Notice Vendor’s primary email address Payables Manager > Manage Vendors > Contacts > Email Federal Financial Report User Input's To Email Address Financials Administrator > Global Ledger > Finance Enterprise Group > Structure Compare > Project Funding > External > Federal Grants > Federal Financial Reports tab Intercompany Billing Invoice Payables Company Bill To Email Address Payables Administrator > Setup > Companies > Intercompany Billing tab Customer Bill To Email address Receivables Administrator > Manage Customers > Customers > Bill To Customer Email address Receivables Administrator > Manage Customers > Customers Payables Payment Output Check Remittance Advice To: Vendor's Primary Email Address Remit To Location's Email Address Cc: Vendor Contact’s other email addresses Vendor: Payables Manager > Manage Vendors > Contacts > Email Vendor Location (Remit To Location): Payables Manager > Manage Vendors > Locations Payables Chargeback Payables Debit Memo To: Vendor's Primary Email Address Cc: Vendor Contact’s other email addresses Payables Manager > Manage Vendors > Contacts > Email Project Invoice Project Invoice Reversal Project Funding 's Bill To Email Address Project Administrator > Setup > Project Contracts > Project Funding Sources > Main Purchase Order Purchase Order's Email Address Purchasing Vendor Location's Email Address Purchasing Vendor's Email Address Purchase Order: Buyer > Manage Purchase Orders > Purchase Order > Header Details > Issue section Purchasing Vendor Location: Supply Management Administrator > Purchasing > Vendor Purchasing Information > Purchasing Vendor > Purchase From Locations Purchasing Vendor: Supply Management Administrator > Purchasing > Vendor Purchasing Information > Purchasing Vendor > Main EFT Notification Print Company Customer (email address) Receivables Manager > Manage Customers > Company Customer > Main > Email Billing Invoice Receivable Invoice To: Company Customer 's Email Address Cc: Company Customer Contact's Email Address Company Customer: Receivables Administrator > Manage Customer > Company Customer > Main Company Customer Contacts: Receivables Administrator > Manage Customer > Company Customer > Contacts US1099 Form (Copy B) Vendor’s Primary Email Address Payables Manager > Manage Vendors > Contacts (Prime) > Email US1099 Form (Copy C) Payer’s Email Address Payables Administrator > Setup > Reportable Income Groups > Address tab > Contact Email Wire Transfer Document Vendor's Primary Email Address Remit To Location's Email Address Vendor: Payables Manager > Manage Vendors > Contacts > Email Vendor Location (Remit To Location): Payables Manager > Manage Vendors > Locations .</s>

<s>[INST] In the context of INFOR Docs, tell me about Payables email recipients? [/INST] Payables email recipients On the Contact tab, you can the add the alternative email address of the vendor. Select the Overriding IDM email distributions check box to include the primary and the alternative email address as the recipients. You must select the check boxes of these output documents to receive: Credit Memo Debit Memo Payment Check Remittance Advice .</s>

<s>[INST] In the context of INFOR Docs, tell me about Purchase Order email recipients? [/INST] Purchase Order email recipients If the Purchase From is specified in the Purchase Order, the default email recipient is the email address in Purchase From Location. If the Purchase From is not specified in the Purchase Order, the default email recipient is the email address in the Purchasing Vendor. You can override the default email recipients. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Email templates and subjects? [/INST] Email templates and subjects IDM email template helps you create dynamic email content. The sample email templates can be modified to be aligned with your business. Templates can also be assigned to an output document. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Setting up IDM email templates? [/INST] Setting up IDM email templates Download sample IDM email templates, fact sheet, and XML files. Select Supply Management Administrator > Purchasing > Sample Purchasing Document Templates > Purchase Order. Note: Purchase Order is only used as an example. You can choose from other available email templates. Attachment links are provided to download the sample email template, fact sheet documents, and XML file. The field mapping information and XML file are used by both IDM template and IDM email template. Create IDM email templates. You can use the sample email template as a baseline to create your own IDM email template. See Output management add-in. IDM email templates must be saved as.docx format. For the list of fields that you can add to your email template, see Field mapping information. Upload the customized IDM email templates. Select Supply Management Administrator > Purchasing > Purchasing Documents IDM Templates > Purchase Order IDM Email Template. Click Create and select the IDM email template to use. You can attach the downloaded sample email template or your own email template. When successfully uploaded, you can assign the email template as the default for the output document. Set up and assign IDM email templates as the default for the output document. Select Supply Management Administrator > Groups and Companies > Purchasing Companies. Open a purchasing company record. On the Document Template tab, specify this information: Purchase Order IDM Email Template Select the IDM email template that overrides the default email content. This option is available when Use IDM Template is selected. From Specify the email address to use as the sender of the email. Subject Specify the email subject. See Editing email subjects on how to use variables. Select the IDM email template as the default for the output document. The template is also saved in IDM. See Email templates and subjects reference table for more information about setting up other output documents. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Editing email subjects? [/INST] Editing email subjects Each output document has its own email subject. You can add a text and a variable to it. Use this procedure to use variables in your Purchase Order email subject. Select Supply Management Administrator > Groups and Companies > Purchasing Companies > Purchasing Company > Document Template. Select Use IDM Template. In the Email section, on the Subject field, press CTRL + right-click to display additional options. Select Text Variable Replacement to see the available variables that you can use to make your email subject dynamic. Example variables for Purchase Order: Company, Company Name, Purchase Order, Buyer, Vendor and Vendor Name. Select a variable to use in the email subject. Note: If you are using Infor Rich Client, right-click the Subject field to display the additional options. Click Variables and select a variable. Click Save. The value in the Subject field overrides the default email subject that is used in IDM. See Email templates and subjects reference table for the location of the different email subjects that you can configure to each output document. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Email templates and subjects reference table? [/INST] Email templates and subjects reference table The Billing Invoice output document has a hierarchy of IDM email template setup to be used for emailing. The hierarchy includes these three levels: Invoice type Process level Billing company Billing Invoice IDM email templates and email subjects are searched in this order: If the Billing Invoice IDM email template is not found at the invoice type, then the process level is searched. If the Billing Invoice IDM email template is not found at the process level, then the billing company is searched. This table shows information about the sample IDM email templates and the corresponding output documents: Output document Sample IDM email template Upload IDM email template Set up IDM email template and email subject location Advanced Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Advanced Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Advanced Dunning Letter Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates Basic Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Basic Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Basic Dunning Letter Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates Billing Invoice Billing Administrator > Document Template Setup > Billing Sample Document Templates > Billing Invoice Documents Billing Administrator > Document Template Setup > IDM Templates > Billing Invoice Invoice type level: Invoice type > Billing Invoice Type Process level: Process level > Billing Process Level > Invoicing Company level: Billing Administrator > Billing Company > Billing Company > Document Templates EFT Notification Print Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates Receivables Administrator > Receivables Setup > Receivables Company > Document Templates Escheatment Notice Cash Administrator > Cash Setup > Customer Document Setup > Sample document templates Cash Administrator > Cash Setup > Customer Document Setup > IDM Templates Cash Administrator > Cash Setup > Cash Code > Document Templates Intercompany Billing Invoice Intercompany Billing Specialist > Setup > Sample Invoice Templates Receivables Administrator > Receivables Setup > Receivable Companies > Intercompany Billing > IDM Email Options Receivables Administrator > Receivables Setup > Receivable Companies > Intercompany Billing > IDM Email Options Invoice and Register Print Document Template Setup > Billing Sample Document Templates > Invoice and Register Print Document Template Setup > IDM Templates > Invoice and Register Print Billing Administrator > Billing Company > Document Templates Payables Chargeback Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Chargeback Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > IDM Templates > Payables Chargeback Payables Administrator > Setup > Companies > Payables Company > Document Templates Payables Debit Memo Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Template > Payables Debit Memo Payables Administrator > Setup > Customer Document Setup > IDM Template > Payables Debit Memo > Payables Debit Memo Template Payables Administrator > Setup > Companies > Documents Template Payables Payment Output Check Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Payment Output File Payables Administrator > Setup > Customer Document Setup > IDM Templates > Payables Payment Output Cash Administrator > Cash Setup > Cash Payment Formats Payables Payment Output Remittance Advice Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Payment Output File Payables Administrator > Setup > Customer Document Setup > IDM Templates > Payables Payment Output Cash Administrator > Cash Setup > Cash Payment Formats > Remittance Options Payables Payment Output Wire Transfer Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Payment Output File Payables Administrator > Setup > Customer Document Setup > IDM Templates > Payables Payment Output Cash Administrator > Cash Setup > Cash Payment Formats Payment Request Notice Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Payment Request Notice Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Payment Request Notice Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates tab Project Invoice Setup > Document Template Setup > Project Document Sample Templates > Project Invoice Setup > Document Template Setup > Project Document IDM Templates Project Administrator > Setup > Project Contracts > Project Funding Source Project Invoice Reversal Setup > Document Template Setup > Project Document Sample Templates > Project Invoice Setup > Document Template Setup > Project Document IDM Templates Project Administrator > Setup > Project Contracts > Project Funding Source Purchase Order Supply Management Administrator > Purchasing > Sample Purchasing Document Templates > Purchase Order Supply Management Administrator > Purchasing > Purchasing Documents IDM Templates > Purchase Order Supply Management Administrator > Purchasing Companies > Purchasing Company > Document Template Receivable Invoice Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Receivable Invoice Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Receivable Invoice Receivables Administrator > Receivables Setup > Receivables Companies > Document Templates Receivable Statement Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Receivables Statement Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Receivable Statement Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates Sublease Billing Invoice Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Documents > Sublease Billing Invoice Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Template > Sublease Billing Invoice Receivables Administrator > Receivables Setup > Receivables Companies > Sublease Billing Invoice .</s>

<s>[INST] In the context of INFOR Docs, tell me about IDM printer? [/INST] IDM printer IDM output management supports two types of printers. With the email-enabled printer, you can print by emailing the document to the email address of the printer. The application administrator can directly create an IDM printer in FSM. Another printer type is IDM Enterprise Print (IEP). This printing service is developed by IDM. The IEP service is managed by the IDM Administrator that can enable a location and register printers to it. Registering printers to IEP is a prerequisite to add IDM printers within FSM For more details on how to enable and manage IDM Enterprise Print service, see Infor Document Management Administration Guide – Cloud Edition. Note: If you are transitioning from Google Cloud Print to the IDM Enterprise Print Service, you must make a request to your IDM administrator to add the printer in IDM Enterprise Print using the same printer ID as the Google Cloud printer. .</s>

<s>[INST] In the context of INFOR Docs, tell me about IDM printer configurations? [/INST] IDM printer configurations When printing an IDM document, there are additional configurations for some document types. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Payables payment output with MICR line? [/INST] Payables payment output with MICR line To ensure that the financial institution accepts the check, use a MICR ink or toner to print MICR line on blank stock checks. The legitimacy of checks are validated through a MICR scanner. If a check is printed with a non-MICR toner, then it might be rejected. .</s>

<s>[INST] In the context of INFOR Docs, tell me about US1099 form? [/INST] US1099 form When generating US1099 Forms, you have the option to print Copy A on top of the actual IRS forms. Copy A of the Internal Revenue Service (IRS) form must be removed first from the bundle through perforation before printing. Additional configuration is needed when printing is triggered. The perforated Copy A form has a size of 8x11 inches, and the printer properties should be set to print on this specified size. Application Directions Adobe PDF Reader Select Actual Size. Clear the Choose paper source by PDF page size check box. Click Print. Google Chrome Microsoft Edge Click Print using System Dialog. On Printer Preferences, select Custom Paper Size. Set document size to 8x11. Click Print. Other copies of the 1099 form, such as Copy B and Copy C, are printed on a letter-size paper which is 8.5x11 inches. .</s>

<s>[INST] In the context of INFOR Docs, tell me about IDM printer menu? [/INST] IDM printer menu IDM printer menus are located under different FSM roles. On the IDM printer menu there are actions that a specific role can perform. These are the available actions: Create – Add an email-enabled printer to be available for the users. This action is not available for IDM Enterprise Print. Delete – This action removes an existing IDM printer in FSM. Update – Update the active check box. For email-enabled printer, you can update the email and description fields. Set As Default Printer - Select an IDM printer and set it as the default printer. Sync IDM Printers – This action pulls all printers of the enabled print service in IDM to FSM All non-existing printers in IDM automatically becomes inactive. Print Test Page – This action checks the connection of FSM to IDM and prints a sample page for validation. The sample page contains the properties of the printer such as the name, printer ID, description, actor and date and time printed. This table shows the FSM roles and its respective available actions in IDM printer menu. Role Create Delete Update Set as default printer Sync IDM printers Print test page Application Administrator ✓ ✓ ✓ ✓ ✓ ✓ FSM roles with IDM Printer menu X X X ✓ ✓ ✓ For the location of IDM Printer menu on different FSM roles, see IDM printer menu reference table. .</s>

<s>[INST] In the context of INFOR Docs, tell me about IDM printer menu reference table? [/INST] IDM printer menu reference table This table shows location of IDM printer menu on different FSM roles. Role Location Application Administrator Financials > Shared Processes > Printer Setup > IDM Printers Supply Management > Shared Processes > Printer Setup > IDM Printers Buyer Financials List And Processes > IDM Printers Cash Administrator Cash Setup > Customer Document Setup > IDM Printers Financials Administrator Payables > Payables Setup > IDM Printers Project Ledger > Setup > Printer Setup > IDM Printers Receivables > Setup > Customer Document Setup > IDM Printers Shared Processes > Printer Setup > IDM Printers Financials Processor IDM Printers Financials Viewer Payables > Payables Setup > IDM Printers Project Ledger > Setup > Printer Setup > IDM Printers Receivables > Setup > Customer Document Setup > IDM Printers Shared Processes > Printer Setup > IDM Printers Intercompany Billing Specialist Setup > IDM Printers Inventory Manager Processes in Other Systems > IDM Printers Kitchen Manager IDM Printers Lease Specialist IDM Printers Match Specialist IDM Printers Payables Administrator Setup > IDM Printers Payables Manager Setup > IDM Printers Project Accountant Project Management > IDM Printers Project Administrator Setup > Printer Setup > IDM Printers Project Manager IDM Printers Receivables Administrator Receivables Setup > Customer Document Setup > IDM Printers Receivables Manager Setup > Customer Document Setup > IDM Printers Recipe Manager IDM Printers Requester Utilities > IDM Printers Supply Management Processor Warehouse Processing > Printer Setup > IDM Printers Shared Processes > Printer Setup > IDM Printers Supply Management Viewer Warehouse Processing > Printer Setup > IDM Printers Shared Processes > Printer Setup > IDM Printers Warehouse Clerk Printer Setup > IDM Printers .</s>

<s>[INST] In the context of INFOR Docs, tell me about Syncing printers from IDM to FSM? [/INST] Syncing printers from IDM to FSM Use this procedure to add all IDM printers of the enabled print service to FSM All non-existing printers in IDM automatically becomes inactive. Select Application Administrator > Financials > Shared Processes > Printer Setup > IDM Printers. Click Sync IDM Printers. Note: If a specific IDM printer is not available, contact your IDM administrator to register the printer in IDM. For email-enabled printer, see Adding an email-enabled printer for IDM. For more information about syncing printers on different FSM roles, see IDM printer menu reference table. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Adding an email-enabled printer for IDM? [/INST] Adding an email-enabled printer for IDM When an email-enabled printer is added for IDM, you can print documents by sending them to the email address of the printer. Only application administrators can perform these steps: Select Application Administrator > Financials > Shared Processes > Printer Setup > IDM Printers. Click Create. Specify this information: IDM Printer Provide an IDM Printer name for the printer record in FSM. Printer Name Provide a name for the printer. Email Specify the email address of the printer to use as recipient of the emailed documents. Description Provide the description of the printer. Click Submit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Output management add-in? [/INST] Output management add-in The Output Management add-in is a tool to create and modify your IDM template and email template. It uses Microsoft Word where the add-in is installed. You can create IDM and IDM email templates from scratch and modify pre-delivered templates that are provided by Financials & Supply Management This add-in contains several functions to help the you create and modify your IDM and IDM email templates. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Prerequisite? [/INST] Prerequisite You must complete the prerequisites before using the Output Management add-in tool. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Installing the add-in on Microsoft Word? [/INST] Installing the add-in on Microsoft Word Access the IDM Control Center. Select Development > Downloads > Output Management Word Add-In. Download the IDMDocGenWordAddinInstaller.msi. Follow the instructions in the installer. Launch Microsoft Word 2013 or 2016 for Windows. Verify that the Infor Document Management tab is displayed in the top toolbar. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Enabling developer option on Microsoft Word? [/INST] Enabling developer option on Microsoft Word Launch Microsoft Word 2013 or 2016. On the File tab, select Options > Customize Ribbon. In the Main Tabs section, select the Developer check box. Click OK. The Developer tab is now available. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Output Management add-in tools? [/INST] Output Management add-in tools These are the output management add-in tools to help you build your own IDM template that is aligned to your business: Settings Content Source Property Editor Document Navigator Document Validation Generate Test PDF .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configure settings? [/INST] Configure settings Use the Settings panel to set various preferences on how to use the tool. You can also view the versions of the tools that are used. Before you use the other functions of the tool, you must first configure the server settings. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configuring server settings? [/INST] Configuring server settings The server settings connect the add-in to your IDM environment. Select Settings > Server Settings. Specify your IDM environment Service URL and click Verify A Successful Service Response message is displayed. The Service URL is located in your IDM application. Specify your IDM environment Login URL Click Login A browser is displayed in the settings page. The Login URL is your access to the Infor Ming.le or Infor OS Portal IDM application. Specify your email address and password. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Tool settings? [/INST] Tool settings Use the tool settings to set preferences for your usage of the add-in: Load last used content file as content source in tool Automatically load in the last XML file you used to create a template. Remove XML namespaces when loading content file Reformat XML data to properly fit a Word document. Enable XPath element context support as a drop-down list Allow XPath suggestions in the property editor. Content data file Choose a data XML with which to create your template. Highlight document selection in content and navigation tree For more information, see Document Navigator. Block auto switch to Draft view mode Addresses an unwanted feature in Word. We recommend that you keep this check box selected. Click Set Print Layout View to go back to print view, if necessary. Default Date Input Format and Default Time Input format This is based on locale and the format of the date and time fields in the data XML you are using. Image XQuery, Replacement ID, and Image Tool Search XQuery Values that configure the IDM image search. The XQuery should yield photo files (.jpg or.png) when searched in IDM. This figure shows examples of the search settings: Image XQuery: /MDS_File[@MDS_Name LIKE “%text%”] Replacement Id: $text Image Tool Search XQuery: /MDS_File[@MDS_Name LIKE “%text%”] Show Text/Picture/Repeating Section Control box as Specify how content controls of each type are represented in the layout document. These are the allowed values: Start/End tag screenshot example: Bounding Box screenshot example: None screenshot example: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Configure document properties? [/INST] Configure document properties This panel shows the properties of the document that you are working on. Some of these properties are locked and are only displayed for information. These fields are locked, and are filled in if this document is being edited by someone other than who created it: Document Title The original document title. Document Author The original document author. Original Source Data XML You can modify these fields according to your preference for the layout: Generate PDF font mode This is to ensure that the fonts you used are supported on other systems. These are the valid values: None Generate the PDF with no accompanying fonts. Subset Generate the PDF with the fonts that you used. This value is recommended. Full Generate the PDF with all supported fonts. Output format Output format follows the {"outputformat":{"value":"<VALUE>"}} format. These are the valid values: PDF PDFA Paper size Paper size follows the {"papersize":{"value":"<VALUE>"}} format. These are the valid values: A3 A4 A5 B4 B5 EXECUTIVE FOLIO LEDGER LEGAL LETTER ENVELOPE_DL QUARTO STATEMENT TABLOID PAPER_10_X_14 PAPER_11_X_17 Orientation Orientation follows the {"orientation":{"value":"<VALUE>"}} format. These are the valid values: PORTRAIT LANDSCAPE Watermarks Watermarks follow this format: {"watermarks":[{"field1a":"VALUE1a","field1b":"VALUE1b","field1c":"VALU E1c","field1d":"VALUE1d",...} , {"field2a":"VALUE2a","field2b":"VALUE2b","field2c":"VALUE2c","field2d ":"VALUE2d",...},... ]} You can add multiple watermarks. This table shows some of the valid fields and their values: Field Value Description xpath XPath An XPath from your content source; the only required value. color "red": x, "green": y, "blue": z Where x, y, and z are numbers from 0-255 that signify the saturations of red, green, and blue. fontSize Any positive integer Specifies how big the text is. fontFamily The name of the font. The font of the text. textRotation 0-360 The degree to which the text is rotated. These are examples of valid watermark inputs: {"watermarks":[{"xpath":"/PayablesChargeback/IDMWatermark","fontFamily":"Arial","fontSize":100,"color":{"red":214,"green":214,"blue":214},"textRotation":-40}]} {"watermarks":[{"text":"TEST","color": {"red": 192, "green": 0, "blue": 0},"fontSize": 60,"fontFamily": "Times new roman","textRotation": -35},{"text":"DRAFT","textRotation":0}]} {"watermarks":[{"text":"DRAFT"}]} .</s>

<s>[INST] In the context of INFOR Docs, tell me about Using the content source tool? [/INST] Using the content source tool Use the Content Source panel to import the data XML that is being used to create this template. After the data XML is imported into the Data File panel, the Content Source panel shows each content control that can be added into the template. Select Content Source > Data File. Click Import to load an XML file with content controls. To insert content, right-click a content control and insert it as one of these options: Plain text Rich text Picture/Barcode Repeating section You can also insert content by dragging and dropping the content control directly onto the template. When doing this, change the Drop as field to the appropriate format. To search for content controls that you require, use the top bar of the Data File panel. Repeating sections are for tabular data that follows the same format multiple times. Create the column headers for the table in Word, then insert a repeating section around it by highlighting the row and inserting a content control. You can specify content controls within the repeating sections for each column. This ensures that the data in the table repeats for as long as the data exists in that format. Note: A + is displayed when your cursor is on the content control. Click it to repeat the section. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Insert content control? [/INST] Insert content control There are different types of content control that you can insert to your template. Insert as plain text This type inserts the content control as the value of the content control. For example, if the value of the content control is 136 , then 136 is displayed. This is a sample when you insert the control value as plain text: ZZPRTF = <ZZPRTF> This is a sample plain text value when a document is generated: ZZPRTF = ARS121PF Insert as rich text This type is used to paste a content control over existing text. To use, highlight the text you want to add the content control to, right-click the content control, and click insert as rich text. When the document is generated, the original text is displayed. This is useful for Boolean functions. For example: You can have two sets of text “True” and “False” and use rich text to populate them with the same content control. Then set each content control to be hidden if the value is either true or false, so that if the value is true, “True” is displayed and “False” is hidden, and vice versa. Insert as picture or barcode This type inserts the content control as an image or barcode. You can change the format of the barcode/QR code by selecting the content control, opening the IDM Property Editor and selecting from the drop down list in the Value Type field. Insert as repeating section This type is used for creating a repeating section where content controls are used multiple times within the section, such as line items. To use this, right-click the section that houses the repeating values (ex. Line) and click “Insert as Repeating Section”. Then insert the content controls for the values within the section. When the document is generated, the section displays the value of the content control for each instance of Line that is found within the xml. Quantity Unit price Description 13.00 15.00 Blue car 17.00 11.00 Red car 9.00 9.00 Black car 100.00 0.05 Tires .</s>

<s>[INST] In the context of INFOR Docs, tell me about Deleting content control? [/INST] Deleting content control Content controls must be deleted properly to avoid inaccurate fields in the template. Right-click the content control in the document that you want to delete. Click Remove content control. The content control is completely removed from the template. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Querying for IDM images? [/INST] Querying for IDM images Use IDM Images to query Infor Document Management for images and copy the XQuery for a specific image to be retrieved for use in the generated document. Select Content Source > IDM Image. Search for a key word in the IDM Image name field and click Search. Select an image from the result list, and select Copy Filepath You can paste this file path into a content control that is inserted as an image. Note: Optionally, you can select an image from the result list and select Copy Image. You can paste this image directly onto the word document. You can also select an image from the result list, and select Copy XQuery This is used in the IDM properties editor to create a Word image content control. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Property Editor? [/INST] Property Editor The Property Editor tool page shows the properties for the selected content control in the document. .</s>

<s>[INST] In the context of INFOR Docs, tell me about View information about a selected content control? [/INST] View information about a selected content control This panel is for viewing and editing the properties of a specific content control. To enable editing, select one content control. You can change these values: Value XPath The path that indicates the location in the data XML's structure where this content control was taken from. IDM XQuery This only applies to images that were inserted after being searched in the IDM Images panel. Value type The type of value (date, time, number, hyperlink) the content control is meant to hold. Label XPath This only applies to label content controls. Custome Locale This changes the date and number formatting. This only applies if you click Use this locale when formatting value. Input format Notifies Output Management what to expect from the data XML file in terms of format. Output format What the data should look like when the document is generated. Visibility Determines when content found in this content control should be visible. These are the possible values: Don't hide This control is always visible. Hide control if value XPath result is empty If the data XML does not have any values for this XPath, this control is hidden. Hide control if XPath condition result is true Creates a condition by which the XPath is made hidden or visible through value comparisons. For example, to hide a line item if the cost is less than $1, you would add that condition to the box below this option. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Hiding a value? [/INST] Hiding a value Use this procedure to hide a value if the content control is empty. Select the content control in the document. In the Property Editor , select Hide control if value XPath result is empty. Click Apply. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Hiding a value using Boolean? [/INST] Hiding a value using Boolean Select the content control in the document. In the Property Editor , select Hide control if XPath condition result is true. Click Apply. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Formatting dates? [/INST] Formatting dates Use this procedure to modify the output format of a content control date. Select the content control to format. In the Property Editor , select Date in the Value Type drop-down menu. Select the Use this locale when formatting value check box. Select a locale from the Custome Locale drop-down list. Select an Output Format from the drop-down list. Specify the Input format This is the format of the data coming from the XML. Click Apply. This is a sample configuration: ZZDATE = 2017-12-05+01:00 as date type 5 Dec 2017 with document property en-GB Custom locale Type Sample value en-US Default 5 Dec 2017 en-GB Default 5 Dec 2017 en-US Short 12/5/17 en-US Medium Dec 5, 2017 en-US Long December 5, 2017 en-US Full Tuesday, December 5, 2017 fr-FR Long 5 décembre 2017 de-DE Long 5. Dezember 2017 sv-SE Long den 5 december 2017 es-ES Long 5 dic 2017 ar-SA Long 05 ديسمبر, 2017 .</s>

<s>[INST] In the context of INFOR Docs, tell me about Modifying the date output format through raw data? [/INST] Modifying the date output format through raw data In the Selected Control JSON menu, you can you can modify the date format by editing the raw data. Select Infor Document Management > Property Editor > Selected Control JSON. In the Selected content control property JSON field, find the outputformat tag. Specify the date format such as dd-MM-yyyy or MM-dd-yy. Use these letters as a guide: d: Day M: Month y: Year To validate changes, click Validate. Click Apply. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Formatting time? [/INST] Formatting time Use this procedure to modify the output format of a content control time. Select the content control you wish to format. In the Property Editor , select Time in the Value Type drop-down menu. Select the Use this locale when formatting value check box. Select a locale from the Custome Locale drop-down list. Select an Output Format from the drop-down list. Specify the Input format This is the format of the data coming from the XML. Click Apply. This is a sample configuration: ZZTIME = 09:32:44+01:00 as time type 09:32:44 with document property en-GB Custom locale Type Sample value en-US Default 09:32:44+01:00 en-GB Default 09:32:44 en-US Short 9:32 AM en-US Medium 9:32 AM en-US Long 9:32 AM GMT+01:00 en-US Full 9:32 AM GMT+01:00 fr-FR Long 09:32:44 de-DE Long 09:32:44 GMT+01:00 sv-SE Long 09:32:44 es-ES Long 9:32:44 GMT+01:00 ar-SA Long ص GMT+01:00 09:32:44 .</s>

<s>[INST] In the context of INFOR Docs, tell me about Formatting numbers? [/INST] Formatting numbers Use this procedure to modify the output format of a content control number. Select the content control you wish to format. In the Property Editor , select Number in the Value Type drop-down menu. Select the Use this locale when formatting value check box. Select a locale from the Custome Locale drop-down list. Select an Output Format from the drop-down list. Specify the Input format This is the format of the data coming from the XML. Click Apply. This is a sample configuration: EYPIPR = 15.00 as number type 15.00 with document property en-GB Custom locale Type Sample value en-US Default default15 en-GB Default 15.00 en-US Currency $15.00 en-US Decimal 15 en-US Integer 15 en-US KeepDecimals 15.00 fr-FR Decimal 15 de-DE Decimal 15 sv-SE Decimal 15 es-ES Decimal 15 ar-SA Decimal 15 .</s>

<s>[INST] In the context of INFOR Docs, tell me about Editing the raw data? [/INST] Editing the raw data The Selected Control JSON page shows the raw data for the selected content control. Select Property Editor > Selected Control JSON. Edit the raw data by changing the top page. Add comments by editing the Annotation page. Use the INFO field to categorize the code with a flag. Select Validate to validate your edits. Click Apply. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Using the usage finder? [/INST] Using the usage finder Use the Usage Finder tool to find where specific content controls are used in the template. Select Property Editor > Usage Finder. Select a content control to search. Go to Usage Finder and paste the value into the Value field. Specify a Value Type for further filtering. Click Find to see a list of the number of times this content control is used. Click any control to view its properties and highlight its instance in the template. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Searching for content control? [/INST] Searching for content control Use the Document Navigator tool to find instances of a particular content control in your template. If the content control exists in the template, it is highlighted on the template and within the navigator. Use the search bar at the top of the document navigator to search a content control by code, name, or other parameter. If the content control exists in the template, it is highlighted on the template and within the navigator. Select Show Only Repeating Sections to see information only stored in tables. Select Show XPath on Nodes to display the full XPath of each content control. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Validating documents? [/INST] Validating documents Document Validation is the only button that is initially available. Click Document Validation to verify that the required fonts are available to generate a document. A confirmation message is displayed. Click Yes to begin creating your layout. All of the buttons are now enabled. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Test the IDM template? [/INST] Test the IDM template Generate Test PDF prompts you to save a PDF and preview of the current layout of your template. The template combines with the data from Financials & Supply Management to produce the test PDF. You must configure the server settings to use this feature. .</s>

<s>[INST] In the context of INFOR Docs, tell me about IDM enablement in Contract Management? [/INST] IDM enablement in Contract Management IDM supports the generation of contract documents. This table shows the approval types for each document type: Document types Approval types Contract Document No Approvals Approvals with no Redlining Approvals With Redlining on Contract Contract Redline Document Approvals with Redlining on Document Contract Addendum Document Note: The document type is Contract Document that has a value of Yes in the Addendum attribute. All approval types IDM Contract Redlining is also used to review, revise, and store contract redline documents in the IDM application. For information about processing contracts with Redline Document, see the Contract Management User Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Enabling IDM in Contract Management? [/INST] Enabling IDM in Contract Management Sign in as Supply Management Administrator. Select Contract Management > Contract Classifications. Open a record. Select the Use IDM check box. To set a default IDM template for generating IDM documents, select the Classification Detail tab. Specify this information: Document Template Select a template for your contract document or contract redline document. Addendum Template Select a template for your contract addendum document. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Generating contract documents? [/INST] Generating contract documents Click Create Contract Document. To view the generated contract in the IDM application, click Open Contract Document. To view the contract in the related information, open the Context Application. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Generating contract redline documents? [/INST] Generating contract redline documents Open or create a contract record. Click Create Contract Redline Document and upload a contract document. Optionally, click Create Contract Document to use the assigned template in FSM for the layout. To view the generated contract in the IDM application, select from these actions: On the Contract tab, click Open Contract Document. On the Redline Documents tab, click Open Redline Document. To modify the generated document, perform these steps: Ensure that the Track Changes tool is enabled in Word before modifying the document. After modifying the document, you can perform these actions: Check out Only the current user can revise the document. Users cannot simultaneously edit the same document. Check In This action applies the changes to the document. Discard Check Out This action disregards the changes to the document. Release the contract. When a contract is released, the document goes through the approval process in Infor Process Automation. To view the contract in the related information, open the Context Application. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Generating contract addendum documents? [/INST] Generating contract addendum documents Perform the Addendum process. On the Contract tab, click Contract Versions. Click Print. Ensure that you have selected an Addendum Document Template. Click Create Addendum Contract Document. To view the generated contract in the IDM application, click Open Addendum Document. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Uploading an updated contract redline document through IDM? [/INST] Uploading an updated contract redline document through IDM You can upload a newer version of a contract redline document to an existing contract record through IDM. Select an existing contract record that has a contract redline document. In the contract record page, select the Redline Document tab. Click the Open Redline Document link. The document opens in the IDM application. Click Check Out. Click Click here or drag n drop to add file and upload the document. Click Check In to save the changes. To view the previous versions of the document, select the History tab. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Uploading an updated contract redline document through FSM? [/INST] Uploading an updated contract redline document through FSM You can also upload a newer version of a contract redline document to an existing contract record through FSM. Select an existing contract record that has a contract redline document. In the contract record page, click Update Redline Document. Specify this information: Title Optionally, specify the title. The default value is the title of the existing record. If this field is left blank, then the default value is the attachment’s file name. Description Optionally, provide a description. The default value is the description of the existing record. If this field is left blank, then the default value is the attachment’s file name. Attachment Select the updated contract redline document. Note: This is only available for Draft, Negotiation, Addendum and Amendment states. Click Submit The updated document details are displayed on the Contract Redline tab. To view the previous versions of the document, perform these steps: Click the Open Redline Document link. The document opens in the IDM application. Select the History tab. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Storage of attachments? [/INST] Storage of attachments IDM is the primary storage for all files for FSM. Not all business classes have been migrated to IDM. This list shows the business classes that support the storage of documents to IDM: Asset AssetAttachment AssetComment AssetCommentImport AssetImpairment AssetLocation BillingInvoiceAttachment BillingInvoiceCommentAttachment BillingInvoiceLineAttachment BillingStandardCommentAttachment CompanyCustomerAttachment CompanyCustomerCommentAttachment CompanyCustomerContactAttachment CreditAnalystAttachment CustomerAttachment CustomerBillToAttachment CustomerRepresentativeComment CustomerRepresentativeMessage FinanceDimension2Comment FranchiseContractComment GeneralLedgerJournalDocument IntercompanyBillingDocumentAttachment IntercompanyBillingDocumentHeader OrderEntryCustomerAttachment PayablesInvoiceDocument ProjectAssignmentComment ProjectAssignmentLaborComment ProjectComment ProjectContractChangeRequest ProjectContractComment ProjectContractInvoiceComment ProjectContractInvoiceLineComment ProjectContractMilestoneComment ProjectContractModification ProjectFSDeliverableComment ProjectFundingSourceChangeRequest ProjectFundingSourceComment ProjectPerformanceObligationsComment PurchaseOrderComment ReceivableInvoiceAttachment ReceivableInvoiceBatchAttachment ReceivableOperatorAttachment ReceivablePaymentAttachment ReceivablePaymentHeaderAttachment RequisitionComment SalesRepresentativeAttachment StandardCommentCode .</s>

<s>[INST] In the context of INFOR Docs, tell me about Mass uploading attachments to IDM? [/INST] Mass uploading attachments to IDM Sign in as Application Administrator. Select Attachment Maintenance. On the line of the business class with a Not Started status, select from these actions: Upload to IDM Only upload all files for the selected business class. Mass Upload to IDM Upload all files for all supported business classes. Update Number of Files Updates the number of files to migrate and files migrated. After performing an upload action, the status becomes Completed and the migration date is displayed. All attachments under the business class are stored in IDM. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Uploading an attachment to IDM? [/INST] Uploading an attachment to IDM Navigate to the page where the attachment is displayed. For example, to find the attachment for an invoice, select Invoice and select the Attachments tab. Select Actions > Upload to IDM. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Correcting failed attachments to IDM? [/INST] Correcting failed attachments to IDM Use this procedure to view and correct attachments that failed to upload to IDM. Sign in as Application Administrator. Select Financials or Supply Management then Shared Processes > Attachment Maintenance. Click the Failed Attachments to IDM tab. For the Missing File Extension error, rename the file and include the file extension. For the invalid MIME type error, add the file extension to MIME Types in IDM: Open the IDM application. Select Control Center > Configuration > MIME Types. Click Add to create a new MIME type. The MIME type is now supported when uploading the file. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Overview? [/INST] Overview This reference guide provides information about the process services that are available in the Financials & Supply Management applications for Infor Process Automation (IPA). Use this guide as a reference at your site. This guide provides background information to help you understand how services are used with Infor Process Automation. .</s>

<s>[INST] In the context of INFOR Docs, tell me about What is a process?? [/INST] What is a process? In Process Automation , a process moves work from a defined activity to another defined activity. A process can transfer information or work from one user to the next until the work is completed. A process can also perform work that does not involve users such as take information from one FSM form and add or change the same information on another FSM form automatically. Process files have the extension lpd. The.lpd files are XML files in a proprietary format that the Infor Process Designer and Infor Process Server can read. Financials & Supply Management provides a number of sample files that can be used as templates for processes. Processes used for ION integrations are installed as part of the FSM ION Connector installation. Some processes use email to communicate information with users. The flows with an FSM_ION prefix require Infor ION and Infor Ming.le® in order to function. .</s>

<s>[INST] In the context of INFOR Docs, tell me about What are Infor Financials & Supply Management Application services?? [/INST] What are Infor Financials & Supply Management Application services? You can use Financials & Supply Management Application services that are delivered with the application and FSM ION connector installations, or create your own. See the Infor Process Automation Administration Guide. The FSM Service code in a Financials & Supply Management application defines an event within the application that, when it occurs, ultimately creates a workunit. A workunit is a data set that allows Infor Process Automation to start an associated process and track its execution. A service is triggered as the by-product of a user performing a business action in an application, for example, adding or updating a purchase order. A Service Definition is an Infor Process Automation entity that allows an application service to create a work unit associated with an IPA Service Definition. A service definition has specific requirements, such as an application code name that corresponds to the service name and an initiating event. An IPA service definition can invoke one or more processes. Multiple processes can be processed at the same time. The services that are delivered with FSM Application are available from Infor Process Automation and in Infor Process Designer. All service definitions are delivered as disabled in the Financials & Supply Management FSM ION Connector installation. You must enable them before they can be used in Infor Process Automation. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Infor Process Automation Work Unit Input Data? [/INST] Infor Process Automation Work Unit Input Data Some processes use a JSON Parser node to interpret JSON text that is generated by the Financials & Supply Management application service. The JSON text file contains all fields for an application table and is used to map fields within the process. The JSON text file is in the input tab of the work unit. .</s>

<s>[INST] In the context of INFOR Docs, tell me about OS Portal overview? [/INST] OS Portal overview Infor OS Portal is an application framework that provides a common user interface for integrated Infor ERP applications, such as Financials & Supply Management. You must always access Infor OS Portal by using the Infor OS Portal URL that is provided to your Infor OS Portal administrator. This list shows the compatible browsers: New Microsoft Edge (Chromium) Safari Chrome See the Infor OS Portal User Guide. For the configuration options, see the Infor OS Portal Administration Guide. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Accessing FSM in Infor OS Portal? [/INST] Accessing FSM in Infor OS Portal In Infor OS Portal , select the Navigation Menu icon. In the Applications section, select Financials & Supply Management If this option is not available, click See More to view all applications. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Application Services for Financials & Supply Management? [/INST] Application Services for Financials & Supply Management Financials & Supply Management delivers services in these applications: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Accounts Payable? [/INST] Accounts Payable These are the services available in the Accounts Payable application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about AP Payment Files? [/INST] AP Payment Files This service creates a work unit when the user or the system creates an electronic payment or payment clearing file. Service APPaymentFiles Service name AP Payment Files System Accounts Payable Criteria N/A Work Category None Prerequisites ExportPaymentOutputFile process definition attached to APPaymentFiles Service. System configuration defined for system or system(1-4) with file directories. Initiating event Electronic Payment Creation, Payment Clearing File Creation Resolution action N/A Variables CashManagementGroup CashManagementAccount PaymentOutputFileHeader ProcessFlowName Input Data N/A .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contact Master AP Service? [/INST] Contact Master AP Service This service creates a work unit when the user or the system Creates a Contact in Vendor. Service ContactMasterAPService Service name Contact Master AP Service System Accounts Payable Criteria FinanceEnterpriseGroup Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Create a Contact in Vendor. Resolution action N/A Variables ActionCode, VariationID, VendorContact.VendorGroup.FinanceEnterpriseGroup _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Vendor, VendorContact, CurrentAddressRel.VendorAddress Related IPA Process The FSM_ION_SyncContactMaster_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about CSV Output File? [/INST] CSV Output File This service creates a work unit when the user or the system creates a tax identification notification. Service CSVOutputFile Service name CSV Output File System Accounts Payable Criteria N/A Work Category None Prerequisites ExportCSVFiles process definition attached to CSVOutputFile Service. System configuration defined for system with file directories. Initiating event Tax Identification Notification Resolution action N/A Variables VendorGroup CSVOutputHeader FileName Input Data N/A .</s>

<s>[INST] In the context of INFOR Docs, tell me about Expense Report Service? [/INST] Expense Report Service This service creates a work unit when the user or the system Adds ExpenseManagementStaging Header and Releases the Invoice. Service ExpenseReportService Service name Expense Report Service System Accounts Payable Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites Add ExpenseManagementStaging Header and Release the Invoice Initiating event Matching, Releasing, or cancelling a Payables Invoice. Resolution action N/A Variables PayablesInvoice.ActionCode Payables.VoucherNumber PayablesInvoice.RoutingCode PayablesInvoice. Company.CustomerBusinessGroup. FinanceEnterpriseGroup PayablesInvoice.Company.GeneralLedgerCompany.AccountingEntity _authenticatedActor _proxyActor Related IPA Process The FSM_ION_SyncExpenseReport_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Payables Invoice Payment Service? [/INST] Payables Invoice Payment Service This service creates a work unit when the user or the system runs a payment close process. Service PayablesInvoicePaymentService Description Payables Invoice Payment Service System Accounts Payable Criteria FinanceEnterpriseGroup, AccountingEntity, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event After running Payment close batch job, Payment Void Batch Job, and Cash Ledger Transaction Creation. Resolution action N/A Variables ActionCode ActionType is AlphaUpper 1 States CreateType value is "C" UpdateType value is "U" DeleteType value is "D" AccountingEntity BODVariationId CurrentTimeStamp LawsonCompany PayablesInvoicePayment.BaseNetPayment PayablesInvoicePayment.OpenBasePayment PayablesInvoicePayment.OpenTransactionPayment PayablesInvoicePayment.ToCurrency PayablesInvoicePayment.TransactionNetAmount Vendor VendorGroup _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the PayablesInvoicePayment. Related IPA Process The FSM_ION_SyncPayableTransaction_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Payables Invoice Service? [/INST] Payables Invoice Service This service creates a work unit when the Financials & Supply Management user or systems add a payables invoice. Service PayablesInvoiceService Description Supplier Invoice Service System Accounts Payable Criteria FinanceEnterpriseGroup, Company Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event PayablesInvoice Release, Update, Cancel, Void, Journalize Distribution, and Payment Close Resolution action N/A Variables ActionCode U (Update) AccountingEntity FinanceEnterpriseGroup GeneralLedgerCompany _authenticatedActor _proxyActor Input data JSON text file includes all fields in the PayablesInvoicePayment. Related IPA Process The FSM_ION_SyncPayableTransaction_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Supplier Balance Service? [/INST] Supplier Balance Service This service creates a work unit when the user or the system adds, updates payables invoice of a vendor, then releases it. Service SupplierBalanceService Service name Supplier Balance Service System Accounts Payable Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Adds, Updates, and releases an payables invoice of a vendor. Resolution action N/A Variables VendorBalance.ActionCode, VendorBalance.VendorLocation.VendorName, VendorBalance.Vendor.VendorName, VendorBalance.Company.BusinessGroup. FinanceEnterpriseGroup, VendorBalance.Company. GeneralLedgerCompany.AccountingEntity. Input data JSON text file includes all fields in the VendorBalance, VendorContactRel.VendorContact. Related IPA Process The FSM_ION_SyncSupplierBalance_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about US 1099 Tape Files? [/INST] US 1099 Tape Files This service creates a work unit when the user or the system creates a US 1099 tape. Service US1099TapeFiles Service name US 1099 Tape Files System Accounts Payable Criteria N/A Work Category None Prerequisites ExportUS1099File process definition attached to US1099TapeFile Service. System configuration defined for system with file directories. Initiating event US1099 Tape Creation Resolution action N/A Variables VendorGroup US1099OutputHeader FileName Input Data N/A .</s>

<s>[INST] In the context of INFOR Docs, tell me about Vendor Group Service? [/INST] Vendor Group Service This service creates a work unit when the user or the system adds a vendor in vendor location. Service VendorGroupService Service name Supplier Party Master Service System Accounts Payable Criteria FinanceEnterpriseGroup, VendorGroup Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update, and Delete a Vendor, Vendor Location, Update Vendor Address, Update, Vendor Contact-Update Resolution action N/A Variables ActionCode A (Add), U (Update) or D (Delete) AccountingEntity AmountOutOfBalance BEBranchName CurrentTimeStamp FinEnterpriseGroup FinanceEnterpriseGroup PayablesCompany PayablesInvoicePaymentApBaseInvoice PayablesInvoicePaymentApFormatNumber PayablesInvoicePaymentApInvoiceDate PayablesInvoicePaymentApInvoiceType PayablesInvoicePaymentApPoNumber PayablesInvoicePaymentBankStatus PayablesInvoicePaymentBaseNetPayment PayablesInvoicePaymentNoReinstate PayablesInvoicePaymentDraftAccrued PayablesInvoicePaymentOpenBasePayment PayablesInvoicePaymentOpenTransactionPayment PayablesInvoicePaymentPaidDocumentDate PayablesInvoicePaymentPaymentStatus PayablesInvoicePaymentTransactionNetPayment _authenticatedActor _proxyActor Input data JSON text file includes all fields in the Vendor and BankEntity Related IPA Process The FSM_ION_SupplierPartyMaster_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Vendor Group CD Service? [/INST] Vendor Group CD Service This service creates a work unit when a Financials & Supply Management user or the system adds, updates, or deletes a vendor group. Service VendorGroupCDService Service name Vendor Group CD Service System Accounts Payable Criteria FinanceEnterpriseGroup, VendorGroup Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update, or Delete a vendor group Resolution action N/A Variables ActionCode FinanceEnterpriseGroup CurrentTimeStamp _authenticatedActor _proxyActor Input data JSON text file includes all fields in the VendorGroup tables. Related IPA Process The FSM_ION_SyncCodeDefinitin_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Vendor Location Service? [/INST] Vendor Location Service This service creates a work unit when the user or the system adds a vendor in a vendor location. Service VendorLocationService Service name Vendor Location Service System Accounts Payable Criteria FinanceEnterpriseGroup Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add, Update, and Delete Vendor Location, Future Date Scenarios, Vendor Address Resolution action N/A Variables VendorLocation.ActionCode VendorLocation.BankTransactionCode. BankTransactionType VendorLocation.VendorGroup FinanceEnterpriseGroup _authenticatedActor _proxyActor Input data JSON text file includes all fields in the VendorLocation, Vendor, CurrentAddressRel, BankEntity. Related IPA Process The FSM_ION_SyncShipFromPartyMaster_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Accounts Receivable? [/INST] Accounts Receivable These are the services available in the Accounts Receivable application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Company Customer Service? [/INST] Company Customer Service This service creates a work unit when the user or the system adds, updates, and deletes a customer. Service CompanyCustomerService Description Company Customer Service System Accounts Receivable Criteria FinanceEnterpriseGroup, Company, AccountingEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add, Update and Delete a Customer. After running Application Close Batch Job, On creating Receivable Application record, Updating Customer Balance. Resolution action N/A Variables CompanyCustomer.ActionCodeVariables CompanyCustomer.Company CompanyCustomer. LocalBODCurrentTimeStamp. OutputBODCurrentTimeStamp CompanyCustomer. Company. GeneralLedgerCompany. AccountingEntity _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Company, Company Customer Related IPA Process The FSM_ION_SyncCustPartyMstr_Outbound process file is delivered with Financials and Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Bill to Service? [/INST] Customer Bill to Service This service creates a work unit when the user or the system Creates or Deletes the BillTo Record in the Customer. Service CustomerBillToService Service name Customer Bill To Service System Accounts Receivable Criteria FinanceEnterpriseGroup CustomerGroup Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Create or Delete the Bill To record in the Customer. Resolution action N/A Variables ActionCode CustomerBillTo.CustomerGroup.CustomerBusinessGroup.FinanceEnterpriseGroup _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the CustomerBillTo, Customer. Related IPA Process The FSM_ION_SyncBillToPartyMaster_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Add or Credit Limit Change? [/INST] Customer Add or Credit Limit Change This service creates a workunit when a customer credit limit is added or changed on Company Customer or Company Customer Interface. This API is used to add or change customer records using an interface from a third-party system. Service CustomerAddCreditLimitChangeService Service name Credit Limit added or Changed for Customer System Accounts Receivable Criteria ReceivablesCompany Work Category Credit Analyst Data string = [credit analyst] Prerequisites Normal accounts receivable processing, which includes a non-existent customer for adding a customer, or an existing customer for changing a credit limit. Initiating event Adding a customer credit limit, changing a customer credit limit on Company Customer, or using the Company Customer Interface. This API is used to add or change customer records using an interface to a third-party system. Resolution action N/A Variables CompanyCustomer.Company CompanyCustomer.Customer Customer.CustomerName CompanyCustomer.CreditLimit Possible process flow sequence The Credit Analyst is notified that a company-level customer was added or a company-level credit limit was changed. Possible actions are Done, Hold, and Suspend. Related IPA Process The FSM_ION_CustomerAddCreditLimitChangeAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Major Class Service? [/INST] Customer Major Class Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a customer major class. Service CustomerMajorClassService Service name Customer Major Class Service System Accounts Receivable Criteria FinanceEnterpriseGroup Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add, update, or delete a customer major class. Resolution action N/A Variables ActionCode FinanceEnterpriseGroup CurrentTimeStamp _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the CustomerMajorClass tables. Related IPA Process The FSM_ION_SyncCodeDefinitin_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Remittance Advice Service? [/INST] Customer Remittance Advice Service This service creates a work unit when the user or the system Adds a ReceivableInvoiceBatch and a ReceivablePaymentHeader. Service CustomerRemittanceAdviceService Service name Customer Remittance Advice Service System Accounts Receivable Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add a ReceivableInvoiceBatch, a ReceivablePaymentHeader and Release. Resolution action N/A Variables ReceivablePaymentRemittance.LocalActionCode ReceivablePaymentRemittance.LocalBODCurrentTimeStamp.OutputBODCurrentTimeStamp ReceivablePaymentRemittance. LocalAccountingEntity ReceivablePaymentRemittance.Company _authenticatedActor _proxyActor Input Data JSON text file includes all fields in ReceivablePaymentRemittance Related IPA Process The FSM_ION_SyncCustRemitAdvice_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about EU Sales Service? [/INST] EU Sales Service This service creates a work unit when the Financials & Supply Management user or the system runs the batch job "EC Sales Report." Service EUSalesService Service name EU Sales Service System Accounts Receivable Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Run the "EC Sales Report" batch job. Resolution action N/A Variables VatReportIDForCountry.ActionCode, VatReportIDForCountry.CurrentTimeStamp, VatReportIDForCountry.TaxEntity, VatReportIDForCountry.FinanceEnterpriseGroup, VatReportIDForCountry.TaxYear1, VatReportIDForCountry.TaxYear2, VatReportIDForCountry.TaxYear3, VatReportIDForCountry.TaxPeriod1, VatReportIDForCountry.TaxPeriod2, VatReportIDForCountry.TaxPeriod3, VatReportIDForCountry.VatReportIDForCountry.VatReportID, VatReportIDForCountry, VatReportIDForCountry.CountryCode Input Data N/A Related IPA Process The FSM_ ION_SyncLCLTradeStatisticsEUSales_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Receivable Invoice Service? [/INST] Receivable Invoice Service This service creates a work unit when the Financials & Supply Management user or the system adds a Receivable Invoice. Service ReceivableInvoiceService Description Receivable Invoice Service System Accounts Receivable Criteria FinanceEnterpriseGroup, Company, AccountingEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Releasing a Receivable Invoice. Receivable Application, Application Close Batch Job, Distribution close, Automatic Cash Application Audit Resolution action N/A Variables ReceivableInvoice.ActionCode ReceivableInvoice.CurrentTimeStamp ReceivableInvoice.Company.CustomerBusinessGroup.FinanceEnterpriseGroup ReceivableInvoice.Company ReceivableInvoice.Company.GeneralLedgerCompany.AccountingEntity _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Receivable Invoice, Customer, Customer Bill To Related IPA Process The FSM_ION_SyncInvoice_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Receivable Payment Header Service? [/INST] Receivable Payment Header Service This service creates a work unit when the user or the system runs a EFTPaymentCreation BatchJob Service ReceivablePaymentHeaderService Description Receivable Payment Header Service System Accounts Receivable Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Releasing a Receivable Payment Header (Non-AR, Cash Payment). After Running Application Close (Through Credit Memo). After Running Distribution Close for Non-AR Payment. After Running EFT_PaymentCreation Batch Job. Resolution action N/A Variables VariationID FinanceEnterpriseGroup ReceivablePaymentCount CashCodeIBAN _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Company, Cash Code, Receivable Payment Header Related IPA Process The FSM_ION_SyncDebitTransfer_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Receivable Transaction Service? [/INST] Receivable Transaction Service This service creates a work unit when the user or the system Adds or Updates a Receivable Invoice. Service ReceivableTransactionService Description Receivable Transaction Service System Accounts Receivable Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Releasing an Invoice, Application Close Batch job, Receivable Application, Distribution Close, and Automatic Cash Application Audit Resolution action N/A Variables ActionCode FinanceEnterpriseGroup PaymentSequence PaymentStatus DiscountAmount AccountingEntity Company ApplicationSequence ReceivableGLDistribution PaymentApplicationSequence _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the ReceivableInvoice. Company, Customer Related IPA Process The FSM_ION_SyncReceivableTransaction_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Territory Service? [/INST] Territory Service This service creates a work unit when the Financials & Supply Management user or the system adds, updates, or deletes a territory. Service TerritoryService Service name Territory Service System Accounts Receivable Criteria FinanceEnterpriseGroup, Territory, AccountingEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Adding, updating, or deleting a territory. Resolution action N/A Variables ActionCode Accountingentity LastModTimeStamp Company FinanceEnterpriseGroup _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the Territory tables. Related IPA Process The FSM_ION_SyncCodeDefinition_Ou t process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Asset Management? [/INST] Asset Management These services are available in the Asset Management application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Asset Master Service? [/INST] Asset Master Service This service creates a work unit when the Financials & Supply Management user or systems adds an Asset. Service AssetMasterService Service name Asset Master Service System Asset Management Criteria FinanceEnterpriseGroup, Company Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Add an Asset. Resolution action N/A Variables ActionCode,U(Update) AccountingEntity FinanceEnterpriseGroup _authenticatedActor _proxyActor Input data JSON text file includes all fields in the FinanceEnterpriseGroup, AssetMaster tables. Related IPA Process The FSM_ION_SyncAssetMaster_out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Asset Transaction Service? [/INST] Asset Transaction Service This service creates a work unit when the user or the system Creates Asset and Released, Asset adjustment done, Asset is disposed, and Asset is transferred. Service AssetTransactionService Service name Asset Transaction Service System Asset Management Criteria FinanceEnterpriseGroup, Company.AccountingEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Create Asset and Released, Asset adjustment done, Asset is disposed, and Asset is transferred Resolution action N/A Variables ActionCode Asset.LocalBODCurrentTimeStamp. OutputBODCurrentTimeStamp, Asset.Company. GeneralLedgerCompany. AccountingEntity _authenticatedActor _proxyActor Input data JSON text file includes all fields from the Asset. Related IPA Process The FSM_ION_SyncAssetTransaction_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contact Master AR Service? [/INST] Contact Master AR Service This service creates a work unit when the user or the system Creates, Updates, or Deletes Contact in the CompanyCustomer Service ContactMasterARService Service name Contact Master AR Service System Asset Management Criteria FinanceEnterpriseGroup, Company.AccountingEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options tab of the Finance Enterprise Group. Initiating event Create, Update, or Delete Contact in the CompanyCustomer Resolution action N/A Variables ActionCode CompanyCustomerContact.Company.BusinessGroup.FinanceEnterpriseGroup AccountingEntity _authenticatedActor _proxyActor Input data JSON text file includes all fields in the CompanyCustomerContact Related IPA Process The FSM_ION_SyncContactMaster_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Billing? [/INST] Billing These are the services available in the Billing application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about BL Price Override? [/INST] BL Price Override This service notifies the Billing Manager that the calculated price for an order line has been overridden by a user. Service BLPriceOverrideService Service name Billing Price Override System Billing Criteria BillingCompany, CompanyCustomer, BillingInvoice, ProcessLevel Work Category Billing Manager Prerequisites None Initiating event A Change line action in the line price field on BillingInvoice. Resolution action N/A Variables BillingInvoiceLine.Company BillingInvoice.Customer BillingInvoice.ProcessLevel BillingInvoice.InvoicePrefix BillingInvoice.InvoiceNumber BillingInvoiceLine.Location BillingInvoiceLine.Quantity BillingInvoiceLine.Item BillingInvoiceLine.BillingInvoiceLine BillingInvoice.Currency BillingInvoiceLine.EnteredPrice Related IPA Process The FSM_ION_BLPriceOverrideAlert process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Customer Ship To Service? [/INST] Customer Ship To Service This service creates a work unit when the user or the system Adds, Updates, and Deletes a Customer Ship To. Service CustomerShipToService Service name Customer Ship To Service System Billing Criteria FinanceEnterpriseGroup Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add, Update, and Delete Customer Ship To. Resolution action N/A Variables CustomerShipTo.ActionCode, CustomerShipTo.Company. CustomerBusinessGroup. FinanceEnterpriseGroup, CustomerShipTo.Company. GeneralLedgerCompany. AccountingEntity, _authenticatedActor, _proxyActor. Input Data JSON text file includes all fields in the CustomerShipTo, CompanyCustomer.Customer. Related IPA Process The FSM_ION_SyncShipToPartyMaster_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Cash Management? [/INST] Cash Management These service are available in the Cash Management application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Bank Entity Service? [/INST] Bank Entity Service This service creates a work unit when the user or the system Adds, Updates and Deletes a Bank Entity. Service BankEntityService Description Bank Entity Service System Cash Management Criteria FinanceEnterpriseGroup, BankEntity Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Add, Update, and Delete a Bank Entity. Resolution action N/A Variables ActionCode FinanceEnterpriseGroup _authenticatedActor, _proxyActor. Input Data JSON text file includes all fields in the Bank Entity. Related IPA Process The FSM_ION_SyncFinancialPartyMaster_Out process file is delivered with FSM FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Cash Ledger Cash Receipt Header Service? [/INST] Cash Ledger Cash Receipt Header Service This service creates a work unit when the user or the system Creates a record in CashReceipt Header Service CashLedgerCashReceiptHeaderService Service name CashLedger CashReceipt HeaderService System Cash Management Criteria FinanceEnterpriseGroup AccountingEntity Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event Create a record in CashReceipt header Resolution action N/A Variables ActionCode CashLedgerCashReceiptHeader. Company.OrigCompany.Currency CashLedgerCashReceiptHeader.Company.OrigCompany.A ccountingEntity.FinanceEnterpriseGroup CashLedgerCashReceiptHeader Company.OrigCompany.AccountingEntity _authenticatedActor _proxyActor Input Data JSON text file includes all the fields in the CashLedgerCashReceiptHeader Related IPA Process The FSM_ION_SyncCashReceipt_Out process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Cash Ledger Payables Payment Service? [/INST] Cash Ledger Payables Payment Service This service creates a work unit when the user or the system runs an Electronic Payment Creation Batch Job. Service CashLedgerPayablesPaymentService Description Cash Ledger Payables Payment Service System Cash Management Criteria FinanceEnterpriseGroup, Company Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event After running "ElectronicpaymentCreation" batch job. Resolution action N/A Variables TaxEntity.VATRegistrationumber TaxEntity.TaxID Company.Name LocalPayableInvoicePaymentCount FinanceEnterpriseGroup BankEntity.BranchName CashCode.SwiftID AEContactName AccountingEntity Company ClearingSystemMemberID _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the CashLedgerPayablesPaymentPayment, PaidVendor Related IPA Process The FSM_ION_SyncCreditTransfer_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about FSMRemitAdvice? [/INST] FSMRemitAdvice This service creates a work unit when the user or the system runs the Payment Close Process. Service FSMRemitAdvice Description FSMRemitAdvice Service System Cash Management Criteria Company, BankTransactionCode, TransactionIDNumber Work Category None Prerequisites The BOD Trigger flag must be enabled on the Options Tab in the Finance Enterprise Group. Initiating event After running Payment Close Process Resolution action N/A Variables LocalActionCode CheckType AccountingEntity CompanyCurrency CurrentTimeStamp VariationID _authenticatedActor _proxyActor Input Data JSON text file includes all fields in the CompanyCashLedgerPayblesPayment, Company. Related IPA Process The FSM_ION_SyncRemittanceAdvice_Outbound process file is delivered with Financials & Supply Management FSM ION Connector. .</s>

<s>[INST] In the context of INFOR Docs, tell me about Contract Management? [/INST] Contract Management These services are available in the Contract Management application: .</s>

<s>[INST] In the context of INFOR Docs, tell me about Final Contract Approval? [/INST] Final Contract Approval This service creates a work unit when a supplier has accepted contract terms with changes. Service CMContFinalAppr Service name Final Contract Approval System Contract Management Criteria ContractGroup, Classification, Subclass Work Category None Prerequisites Contract Classification- Set Require Final Approval After Supplier Portal Negotiations to true Initiating event Supplier has accepted Contract terms with changes Resolution action Contract is set to have final internal approval done, or Ready to Activate Variables AddendumExists, AmendmentExists, Contract, ContractGroup, ContractStatus, Name, PrimaryContactEmail, WorkingContractId .</s>