Attaching Configuration Documents to Records

Documents generated by Infor CPQ Configurator or Infor CPQ Document Automation can be attached to records on certain CloudSuite Industrial forms. Select the record and click the "Display Documents" toolbar icon to open the Documents form, where the Infor CPQ documents related to the record are listed.

Generating and Attaching Documents Using the Configure Button

The Configure button and Actions > Configure menu option are displayed only if the system is set up as described in Setting Up a Configuration Interface for an Item or Job - Infor PCM.

The Configure button and Actions > Configure menu option launch the Infor CPQ Configurator. If the Configurator generates content in the form of a document, information about that document can be passed back to CloudSuite Industrial in either a MFG Detail Rule or a SyteLineDocument Integration Rule.

If the Infor CPQ Configurator uses a MFG Detail rule to pass information about a generated document back to CloudSuite Industrial, the document is stored in the CloudSuite Industrial  Attached Documents form and is attached to the appropriate form and record. The MFG Detail rule specifies the AttachTo type, which is used to attach the document to the appropriate form:

  • If AttachTo is job, the document is accessible from the Job Orders or Estimate Job Orders forms.
  • If AttachTo is material, the document is accessible from the Job Materials or Estimated Materials forms.
  • If AttachTo is operation, the document is accessible from the Job Operations or Estimated Operations forms.

The MFG Detail rule must be defined in the Infor CPQ Design Studio. For information about setting up MFG Detail rules, see the Integration Guide for Infor Product Configuration Management.

If the Infor CPQ Configurator uses a SyteLineDocument integration rule to pass information about a generated document back to CloudSuite Industrial, the document is stored in the CloudSuite Industrial Attached Documents form and is attached to the form and record used to launch the Configurator.

Both the MFG Detail Rule and the SyteLineDocument Integration Rule have a Document Name field. This document name is displayed in the list of documents that are accessible through the "Display documents for the current object" toolbar button on these forms, when the appropriate record is selected:

  • Customer Orders
  • Customer Order Lines
  • Customer Orders Quick Entry: If the focus is on the order header, documents attached to the order header are listed. If the focus is on an order line, documents attached to the line are listed.
  • Estimate Job Orders
  • Estimate Lines
  • Estimates
  • Estimates Quick Entry: If the focus is on the estimate header, documents attached to the order header are listed. If the focus is on an estimate line, documents attached to the line are listed.
  • Job Orders

The SyteLineDocument integration rule must be defined in the Infor CPQ Design Studio. For information about setting up SyteLineDocument integration rules, see the Integration Guide for IInfor Configure Price Quote .

Generating and Attaching Documents Using the Generate Document Button

The Generate Document button and Actions > Generate Document menu option are displayed only if the system is set up as described in Setting Up the Document Automation Interface.

The Generate Document button and Actions > Generate Document option launch the Infor CPQ Document Automation tool. If this tool generates content in the form of a document, it passes information about that document back to CloudSuite Industrial in a SyteLineDocument integration rule. The document is stored in the CloudSuite Industrial Attached Documents form, and is attached to the form and record used to launch Document Automation. These documents are accessible through the "Display documents for the current object"  toolbar button on these forms, when the appropriate record is selected:

  • Customer Orders
  • Customer Orders Quick Entry
  • Job Orders
  • Estimate Job Orders
  • Estimates
  • Estimates Quick Entry

If a Default Rule Set was defined in the Inventory Parameters form, then when you select the menu option or click the button, you enter the Infor CPQ Document Automation tool. Otherwise, the Configuration Rule Sets form is displayed so you can select a rule set to generate the document.

Note:  The Configuration Rule Sets form does not belong to a default authorization group, so the system administrator must assign individual users to the form or create a group.

For information about setting up rule sets in Infor CPQ Document Automation, see the Infor CPQ Document Automation Installation and Setup Guide.

Related topics
Setting Up the Document Automation Interface
Working with Document (File) Attachments