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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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This feature allows the user to replace subsidiary-specific settings with settings specific to a particular vendor.
Navigating to the setup
Enable
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Vendor-Specific Preferences Feature
Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup
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Navigate to the Conversion subtab > Vendor Field Group.
Find the vendor-specific preferences field.
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Save the Staria FlowAP Subsidiary Setup.
Setting up the vendor-saved search for the Vendor-Specific Preferences Feature
Create a new vendor-saved search.
Add the criteria to limit the results of the search. Only include vendors that belongs to the subsidiary you are setting up.
Add the vendor preferences in the result column. The replacement of the subsidiary settings will only take place for preferences included in the search results column.
Example use case:
All the vendors for subsidiary XYZ needs to have departments assigned to them. Default departments will be defined in the vendor record and used during conversion.
Solution:
Setup a vendor saved search with the following:
Criteria: Subsidiary = XYZ
Results Column: [STA] Default Department
Understanding the 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.
The replacement of subsidiary-specific settings with settings specific to a particular vendor will only be executed for settings included in the result columns.
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List of vendor-specific preferences
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