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Find the Vendor Lookup Criteria.
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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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Vendor Specific Preferences
This feature includes selected subsidiaries to be included in the vendor lookupallows the user to replace subsidiary-specific settings with settings specific to a particular vendor.
Navigating to the setup
Enable Cross-Subsidiary Vendor
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Navigate to the Conversion subtab > Vendor Field Group.
Find the Enable Cross-subsidiary vendor multi-select vendor specific preferences field.
Select one or more subsidiaries that will be included in the lookup.
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a vendor type saved search.
Save the Staria FlowAP Subsidiary Setup.
Understanding the
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If no subsidiary is selected, the vendor lookup will only be executed for the subsidiary of the transaction.
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If one or more subsidiary is selected, the vendor lookup will be executed for each selected subsidiary.
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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.
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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:
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If the auto-create vendor feature is turned on then a new vendor will be created under the subsidiary of the transaction.
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Vendor-Specific Preferences Feature
The feature uses a saved search to identify vendors that will have vendor-specific preferences.
If a vendor is included in the saved search, it means that you want to use the vendor-specific preferences found in the vendor record instead of the subsidiary setup.
List of vendor-specific preferences
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