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maxLevel7

On this page, you may enter setup information or select settings to enable or disable features related to the INFlow SuiteApp.

Info

Note: Create a file cabinet folder for saving the PDF files.

  1. Navigate to INFlow > INFlow Configuration > FlowAP Template.

  2. Click New.

Field name

Description

Primary Information

Name

Enter a name for your FlowAP Template.

Lookup Criteria

Vendor Lookup Criteria

This field should contain an array of JSON objects that would be used as criteria for searching the Vendor for the FlowAP Document. The maximum number of criteria that can be entered is 8.

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titleDefault

[{
"xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]",
"nsfield": "vatregnumber",
"regexp": "[^a-zA-Z0-9]"
},
{
"xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]",
"nsfield": "vatregnumber",
"regexp": "[^a-zA-Z0-9]"
},
{
"xpath": "//cac:AccountingSupplierParty/cac:Party/cbc:EndpointID",
"nsfield": "custentity_sta_flowap_endpointid"
},
{
"xpath": "//cac:PaymentMeans/cac:PayeeFinancialAccount/cbc:ID[../../cbc:PaymentChannelCode/text()=\"IBAN\"]",
"nsfield": "custrecord_2663_parent_vendor.custrecord_2663_entity_iban"
},
{
"xpath": "//cac:PaymentMeans/cac:PayeeFinancialAccount/cbc:ID[../../cbc:PaymentChannelCode/text()=\"BBAN\"]",
"nsfield": "custrecord_2663_parent_vendor.custrecord_2663_entity_bban"
},
{
"xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyLegalEntity/cbc:RegistrationName",
"nsfield": "legalname"
},
{
"xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name",
"nsfield": "entityid"
},
{
"xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name",
"nsfield": "entityid"
}
]

Item Lookup Criteria

This field should contain an array of JSON objects that would be used as criteria for searching the Item for the FlowAP Document. The maximum number of criteria that can be entered is 5.

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titleDefault

[
{
"mappingfield": "vendorcode",
"nsfield": "vendorcode"
},
{
"mappingfield": "vendorcode",
"nsfield": "vendorname"
}
]

Mapping Templates

Transaction Mapping

Enter the mapping for the Transaction Header and Lines in a well-formed JSON object.

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titleDefault

{
"custentity_edoc_ws_id": {
"xpath" : ["/cac:OrderReference/cbc:CustomerReference"]
},
"vendorname": {
"xpath": ["/cac:AccountingSupplierParty/cac:Party/cac:PartyName"]
},
"vendorvat": {
"xpath": ["/cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]"]
},
"subsidiaryendpointid": {
"xpath": ["/cac:AccountingCustomerParty/cac:Party/cac:PartyName"]
},
"subsidiaryvat": {
"xpath": ["/cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]"]
},
"billcountry": {
"xpath": ["/cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cac:Country/cbc:IdentificationCode"]
},
"poreferencenumber" : {
"xpath" : ["/cac:OrderReference/cbc:SalesOrderID"]
},
"referencenumber" : {
"xpath" : ["/cbc:ID"]
},
"trandate": {
"xpath" : ["/cbc:IssueDate"]
},
"duedate": {
"xpath" : ["/cac:PaymentMeans/cbc:PaymentDueDate"]
},
"custbody_sta_appr_xmlmemo": {
"xpath" : ["/cbc:Note"]
},
"custbody_sta_nord_trandate": {
"xpath" : ["/cbc:IssueDate"]
},
"custbody_sta_origpostingdate": {
"xpath" : ["/cbc:IssueDate"]
},
"custbody_2663_reference_num": {
"xpath" : ["/cac:PaymentMeans/cbc:PaymentID"]
},
"currency": {
"xpath" : ["/cbc:DocumentCurrencyCode"]
},
"createdfrom": {
"xpath" : ["/cac:OrderReference/cbc:SalesOrderID"]
},
"taxpercent_total" : {
"xpath" : ["/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:Percent"]
},
"taxexclusiveamount": {
"xpath" : ["/cac:LegalMonetaryTotal/cbc:TaxExclusiveAmount"]
},
"item" : {
"listpath" : "/cac:InvoiceLine",
"fields" : [
{
"firstmemo_value": {
"xpath" : ["./cac:Item/cbc:Name"]
},
"vendorcode": {
"xpath" : ["./cac:Item/cac:SellersItemIdentification/cbc:ID"]
},
"quantity": {
"xpath" : ["./cbc:InvoicedQuantity"],
"defaultvalue": 1
},
"rate": {
"xpath" : ["./cac:Price/cbc:PriceAmount"]
},
"amount": {
"xpath" : ["./cbc:LineExtensionAmount"]
},
"description": {
"xpath" : ["./cac:Item/cbc:Description"]
},
"tax1amt": {
"xpath" : ["./cac:TaxTotal/cbc:TaxAmount"]
},
"itemname": {
"xpath" : ["./cac:Item/cbc:Name"]
},
"taxpercent": {
"xpath" : ["./cac:Item/cac:ClassifiedTaxCategory/cbc:Percent", "/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:Percent"]
}
}
]
},
"firstmemo": {
"xpath" : ["$item[0].firstmemo_value"]
},
"entitybankdetails" : {
"listpath" : "/cac:PaymentMeans",
"fields" : [
{
"paymentduedate": {
"xpath" : ["./cbc:PaymentDueDate"]
},
"paymentid": {
"xpath" : ["./cbc:PaymentID"]
},
"paymentchannelcode": {
"xpath" : ["./cbc:PaymentChannelCode"]
},
"payeefinancialaccount": {
"xpath" : ["./cac:PayeeFinancialAccount/cbc:ID"]
},
"financialinstitutionid": {
"xpath" : [ "./cac:PayeeFinancialAccount/cac:FinancialInstitutionBranch/cac:FinancialInstitution/cbc:ID"]
}
}
]
},
"rounding": {
"xpath" : ["/cac:LegalMonetaryTotal/cbc:PayableRoundingAmount"]
},
"payableamount": {
"xpath" : ["/cac:LegalMonetaryTotal/cbc:PayableAmount"]
},
"allowancecharge" : {
"listpath" : "/cac:AllowanceCharge",
"fields" : [
{
"chargeindicator": {
"xpath" : ["./cbc:ChargeIndicator"]
},
"allowanceamount": {
"xpath" : ["./cbc:Amount"]
}
}
]
}
}

Vendor Mapping

Enter the mapping for the Vendor in a well-formed JSON object

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titleDefault

{
"companyname" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name"]
},
"currency" : {
"xpath" : ["//cbc:DocumentCurrencyCode"]
},
"vatregnumber" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]"]
},
"terms" : {
"xpath" : ["//cac:PaymentTerms/cbc:Note"]
},
"taxidnum" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]"]
},
"custentity_sta_einv_businessid" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]"]
},
"custentity_sta_flowap_endpointid" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cbc:EndpointID"]
},
"country" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cac:Country/cbc:IdentificationCode"]
},
"addr1" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:StreetName"]
},
"addr2" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:AdditionalStreetName"]
},
"city" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:CityName"]
},
"zip" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:PostalZone"]
},
"custentity_sta_einv_networkid" : {
"xpath" : ["//cac:OrderReference/cbc:CustomerReference"]
}
}
VENDOR CONTACT MAPPING
{
"entityid" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:Contact/cbc:Name"]
},
"phone" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:Contact/cbc:Telephone"]
},
"email" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:Contact/cbc:ElectronicMail"]
}
}

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