Document Handling
Forwarding documents produce output at different points in their lifecycle. A status change may indicate that a document is ready for a report to be prepared or sent to a customer or supplier. Handling this through the workflow helps avoid a separate manual action for every document.
Document handling connects a forwarding document's status transitions with the document reports that need to be generated or distributed. A handling entry records the output to be processed; the configured processing determines what happens next.
Creating an entry, generating a report and delivering an email are distinct stages. Review the result of each stage when checking whether the intended recipient has received the document.
Status functions
The FMS Create document handling entry status function creates a handling entry for a matching document report. Set REPORTID to the required report; optionally use DEFINITIONCODE to restrict the report definition.
Add the function at the appropriate point in the FMS document-header status workflow. First configure the document report and its definition, then test a status transition and verify the resulting handling entry and output. If no matching document report exists for the forwarding document, no handling entry is created.
Closing documents and report mailing
The document report handler supports report mailing as part of closing and document processing. This allows the required output to follow the operational workflow instead of requiring a separate manual send for every document.
Configure the report, layout and recipient information and the processing that handles the generated output. Test the complete path from the status change to the report and outgoing communication. A status change or a created handling entry alone is not proof that an email has been sent.