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NetSuite General Preferences

  1. Navigate to Setup > Company > General Preferences

  2. Click the Custom Preferences subtab.

  3. Click the “Open” button. This opens the Default FlowAP General Setup in a new tab.

  4. Hover over the actions button and click “Make Copy”.

  5. Give your FlowAP General Setup record a new name.

    1. Enter the XML Folder ID, PDF Folder ID, JSON Folder.

    2. Update the other preferences if necessary.

  6. Click Save.

  7. Go back to Setup > Company > General Preferences and click the Custom Preferences subtab.

  8. Select the FlowAP General Setup record you created.

  9. Save the General Preferences page.

Name

Description

XML Folder ID

Enter the Internal ID of a folder where the incoming XML files should be placed.

JSON Folder ID

Enter the Internal ID of a folder where the parsed JSON Data of incoming XML files should be placed.

PDF Folder ID

Enter the Internal ID of a folder where the incoming PDF files should be placed.

Exclude Vendor Credits From Bulk Conversion

Check to exclude vendor credits from processing.

Subsidiary Lookup Criteria

This field should contain an array of JSON objects that would be used as criteria for searching the Subsidiary for the FlowAP Document.

The

You can enter a maximum

number

of 5 criteria

that can be entered is 5

.

Expand
titleDefault

[
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]",
"nsfield": "taxidnum",
"regexp": "[^a-zA-Z0-9]"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]",
"nsfield": "taxidnum",
"regexp": "[^a-zA-Z0-9]"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]",
"nsfield": "custrecord_sta_flowap_endpointid",
"regexp": "[^a-zA-Z0-9]"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]",
"nsfield": "custrecord_sta_flowap_endpointid",
"regexp": "[^a-zA-Z0-9]"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:Contact/cbc:ElectronicMail",
"nsfield": "email"
}
]

Info

Subsidiary Lookup Criteria Syntax

  • Each criteria is separated by a comma.

  • The maximum minimum lookup criteria is 51.

  • The minimum maximum lookup criteria is 15.

  • Each lookup criteria must have:

    • “xpath”: - This is the complete source element from the XML. If the element has a parent, all parent elements must be included in the path definition.

    • “nsfield”: - the field ID of the subsidiary field where the string found in the XML element will be compared to.

  • Optional parameter of the lookup criteria

    • “regexp”: - enter a regular expression to clean up unwanted text in both the XML element string and the NetSuite field value being compared.

Example:

{"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]","nsfield": "taxidnum","regexp": "[^a-zA-Z0-9]"}

...