Setting Up the Infor Product Configuration Management Document Automation Interface

Infor PCM Document Automation is a separately purchased product that is used to create configurable documents - for example, proposals that include MSDS (material safety data sheets), drawings, cover letter, and specifications. You can combine various pieces of documentation to build a single document. You can also build documents such as manufacturing instruction sheets, additional shipping information, or sales order addenda that further describe the options in a configured product.

You can access the Document Automation interface through the Generate Document button and Actions > Generate Document menu option on some SyteLine forms. The button and menu option are displayed only after you have set up fields on the Inventory Parameters form.

To set up SyteLine to work with Infor PCM Document Automation:

  1. On the Inventory Parameters form, specify the Configurator URL, which is used to access the Infor PCM Document Automation application. Save your changes.
  2. Specify the name of the Document Automation Application ID, as provided in your Infor PCM documentation. SyteLine uses this name to locate the name space and rule sets.
  3. Specify the appropriate Document Automation Name Space, as provided in your Infor PCM documentation.
  4. Optionally, specify a Default Rule Set to be used when the interface is opened. The list of rule sets is based on the specified Document Automation Application ID and Document Automation Name Space. If no default rule set is specified here, you must select a rule set before continuing with document generation in Infor PCM.
  5. After setting up the fields, restart SyteLine so that the Document Automation buttons are enabled throughout the application.

For more information about what to specify in these fields,  see the Infor SyteLine Integration Guide for Infor Product Configuration Management.

For more information about how to generate documents and attach them to various forms using Infor PCM, see Attaching Infor PCM Documents to SyteLine Records.

Related Topics

Attaching Infor PCM Documents to SyteLine Records

Setting Up a Configuration Interface for an Item or Job - Infor PCM