Vendor Lookup Criteria

The vendor lookup criteria are used to determine which NetSuite vendor record needs to be assigned to the transaction that will be created through FlowAP e-document conversion.

Navigating to the setup

Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup

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Find the Vendor Lookup Criteria.

Understanding the

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Vendor Lookup

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Criteria

The lookup criteria follows the JSON array syntax.

• The complete tax code lookup table is surrounded by brackets

  • Example: [JSON ARRAY].

• Each element in the lookup table is surrounded by curly braces and is separated by a comma.

  • Example: [{ELEMENT1}, {ELEMENT2}, {ELEMENT3}]

• Each element of the lookup table contains four (3) parameters.

  • xpath - XML element which will be the source of the vendor information used for the lookup ("//cac:TaxTotalAccountingSupplierParty/cac:TaxSubtotalParty/cac:TaxCategoryPartyIdentification/cbc:PercentID[@schemeID=\"VAT\"]").

  • nsfield - This helps identify if the tax code is used for AP transactions that are:

    • Domestic

    • EU

    • Import

  • regexp - Enter the nature of the item (Goods, Service). The nature of the item is based on NetSuite item types.

• Each

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• • is the NetSuite vendor record field that will be used to compare the text from the XML element to find the vendor record in NetSuite.

  • regexp - A regular expression, often referred to as a "regex" or "regexp," is a powerful and concise way to represent patterns in text data. It is a sequence of characters that defines a search pattern. Characters that match the search pattern will be retained and unmatched characters will be removed.

Lookup Results

• Invalid vendor records are not returned by the lookup

  • inactive = T

• The lookup will perform the serach for each vendor lookup array element until a vendor is found. The maximum lookup criteria is 7 elements.

• The search will start from the first element in the array and will stop once a vendor is found.

• If a vendor is found, the following information will be set on the JSON data:

  • vendorname

  • vendorvat

Default Vendor Lookup Criteria

[
{
"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"
}
]

Auto-Create Vendor

Navigating to the setup

Understanding the Vendor Lookup Criteria

Enabled Cross-Subsidiary Vendor

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