|2105| DMS configuration

DSM configuration

Make sure to run the following report, if DMS storage type is planned to be used: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/842661920

 

This node will appear, if the storage type is set to ‘D’ (DMS) in ‘General attachment configuration’ or ‘Inbound configuration’. Make sure to customize which document type, document status and storage category should be assigned to inbound attachments. It can be done based on the related object’s cloud message type. If no ERP object ID is entered, an entry will be relevant for all objects (unless the attachment matches another, more specific pattern).

 

ERP object ID

Object to which a file is attached to.

Document type

DMS document type to be used.

Document status

Status to be set for the document.

Cumulated

It controls if for every new attachment a new DMS document should be created, otherwise attachments are added to the existing one. DMS creates its own documents to which attachments are added and then these documents are linked with other documents in the system and not attachments themselves

Default storage category DMS

Storage category links logical storage location with physical one.

Folder path

Specify path for document storage.

Company-dependent DMS configuration

DMS configuration can be maintained for a specific company. If such an entry is found, it will be used instead of the default.

 

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