Infor Document Management (IDM)

Infor Document Management (IDM) is used to store documents generated from
CloudSuite Distribution and documents that are emailed to IDM. In CloudSuite Sales
Order Inquiry (OEIO) and Purchase Order Inquiry (POIP) these documents can be
reviewed, printed, downloaded, and emailed from the Document Management section in
the Context App.
To retrieve documents from CloudSuite in the Context App in Order Inquiry (OEIO or
POIP), enter the order number you need to find and click Search, then expand the
Context App by clicking on the chevron << in the black bar in the top right corner of
CloudSuite.

Scroll down to the Document Management section and select OrderEntryHeader.

Click on the 3 dots to display options to download, email or print the document.

After completing delivery of sales orders and PO receipts, the signed Pick Ticket and PO
Receiving Report can be emailed to idmcapture@myfbm for proof of delivery or
receipt as a batch. Supporting documents can be emailed with the Pick Ticket and PO
Receiving Report which will be available for retrieval with the document in OEIO and
POIP.
Sales order Proof of Delivery:
• Signed Pick Ticket
• Copy of customer purchase order
• Delivery stocking instructions
• Other documents related to the sales order.
Purchase Order Proof of Receipt:
• PO Receiving Report
• PO Pre-receiving Report (PORII)
• Vendor Packing List
• Vendor Acknowledgement
• Bill of Lading
302
• Other documents related to the PO.
The IDM Capture email address can be found in the Address Book on your branch multifunction
printer to send Pick Tickets and PO Receiving Reports and related documents
via email to [e-mail].

After scanning your documents to IDM Capture, these documents will be filed in
Document Management and can be retrieved in the Context App in the Document
Management section.