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Find the Vendor Lookup Criteria.
| Note |
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You must not edit the Default FlowAP Template. Any changes made to the default template will be overriden during new version releases of FlowAP. To use a customized version of the FlowAP template, save a copy of the Default FlowAP Template. Apply your own lookup criteria and XML mapping to the new FlowAP Template; and assign it to the relevant Staria FlowAP Subsidiary Setup. |
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{
"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"
]
}
} |
Enabled Cross-Subsidiary Vendor
This feature includes selected subsidiaries to be included in the vendor lookup.
Navigating to the setup
Enable Cross-Subsidiary Vendor
Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup
View the record related to your subsidiary.
Navigate to the Conversion subtab > Vendor Field Group.
Find the Enable Cross-subsidiary vendor multi-select field.
Select one or more subsidiaries that will be included in the lookup.
...
Save the Staria FlowAP Subsidiary Setup.
Understanding the Enabled Cross-Subsidiary Vendor Feature
If no subsidiary is selected, the vendor lookup will only be executed for the subsidiary of the transaction.
If one or more subsidiary is selected, the vendor lookup will be executed for each selected subsidiary.
If the vendor exists in one or more of the selected subsidiaries AND the vendor exists in the subsidiary of the transaction then that vendor will be assigned to the transaction.
If the vendor exists in one or more of the selected subsidiaries AND the vendor does not exist in the subsidiary of the transaction then the subsidiary of the transaction will be added the the vendor’s subsidiary list. The vendor will then be successfully assigned to the transaction.
If the vendor does not exist in any of the selected subsidiaries then:
If the auto-create vendor feature is turned on then a new vendor will be created under the subsidiary of the transaction.
If the auto-create vendor feature is turned off then the e-document conversion will fail and an audit trail will be recorded informing the user that a vendor was not found.
Vendor Specific Preferences
This feature includes selected subsidiaries to be included in the vendor lookup.
Navigating to the setup
Enable Cross-Subsidiary Vendor
Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup
...
Save the Staria FlowAP Subsidiary Setup.
Understanding the Enabled Cross-Subsidiary Vendor Feature
If no subsidiary is selected, the vendor lookup will only be executed for the subsidiary of the transaction.
If one or more subsidiary is selected, the vendor lookup will be executed for each selected subsidiary.
If the vendor exists in one or more of the selected subsidiaries AND the vendor exists in the subsidiary of the transaction then that vendor will be assigned to the transaction.
If the vendor exists in one or more of the selected subsidiaries AND the vendor does not exist in the subsidiary of the transaction then the subsidiary of the transaction will be added the the vendor’s subsidiary list. The vendor will then be successfully assigned to the transaction.
If the vendor does not exist in any of the selected subsidiaries then:
If the auto-create vendor feature is turned on then a new vendor will be created under the subsidiary of the transaction.
If the auto-create vendor feature is turned off then the e-document conversion will fail and an audit trail will be recorded informing the user that a vendor was not found.
...