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Portlet Description | FlowAP Document Status | Status Count |
|---|---|---|
Received FlowAP Documents | Received | Total count of FlowAP documents with received status. |
Converted FlowAP Documents | Converted | Total count of FlowAP documents with converted status. These are FlowAP documents that have been successfully converted to NetSuite transactions. |
FlowAP Documents for Processing | Processing | Total count of FlowAP documents currently undergoing processing. |
FlowAP Documents for Conversion | Converting | Total count of FlowAP documents currently undergoing conversion. |
Incomplete FlowAP Documents | Incomplete | Total count of FlowAP documents that did not complete the processing stage. Documents that failed to be processed has have issues related to XML data. |
Failed FlowAP Documents | Failed | Total count of FlowAP documents that did not complete the conversion stage. Documents that failed to be converted has have issues related to NetSuite data. |
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Event | Message |
|---|---|
Fetching Error | No FlowAP General Setup is set in the General Preferences page. |
No active FlowAP Subsidiary Setup record for the subsidiary. | |
No FlowAP Template is set on the FlowAP Subsidiary Setup record. | |
Failed to evaluate criteria. | |
Lookup Failed | Unable to find a subsidiary match. |
The subsidiary search returned multiple matches. | |
Unable to find a vendor match. | |
The vendor search returned multiple matches. | |
Vendor Creation Attempt Failed. | |
Vendor Creation Attempt Failed. Invalid Default Expense Account. | |
Vendor Creation Attempt Failed. Invalid Default Expense Item | |
Vendor Contact Creation Attempt Failed. | |
Parsing Failed | No JSON Folder ID Set on Staria FlowAP General Setup |
JSON Folder ID Set on FlowAP General Setup is Invalid | |
JSON Folder ID Set on FlowAP Subsidiary Setup is Invalid | |
PDF Folder ID Set on FlowAP Subsidiary Setup is Invalid. File The file will remain in the folder set on Staria FlowAP General Setup. | |
XML Folder ID Set on FlowAP Subsidiary Setup is Invalid. File The file will remain in the folder set on Staria FlowAP General Setup. | |
Transaction Date (trandate) required. |
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Event | Message |
|---|---|
Conversion Failed | Unable to convert transaction: Direct Bill Not Allowed. |
Unable to convert transaction: Direct Credit Not Allowed. | |
The Purchase Order does not have any unbilled lines matching the XML Issue Date. | |
Bill The bill amount from FlowAP XML exceeds the Billable amount from the purchase order. | |
Existing Transaction Reference Number: | |
The Transacton Transaction Reference Number is missing in the FlowAP XML. |
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Change FlowAP configuration which applies rules that may prevent successful conversion.
Update the data assigned to the NetSuite field using any of the FlowAP document transaction data.
Update the data assigned to the NetSuite field by editing the JSON data.
Resolve duplicate document issueissues.
How Do I submit FlowAP documents for conversion?
Users can submit documents for conversion after resolving the issues encountered during processing and conversion. Users can do this via the FlowAP document itself or via the FlowAP Documents Portlet.
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Incomplete documents will show the Process button while Failed documents will show the convert Convert button.
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FlowAP Documents Portlet: Bulk Processing Pages
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Click Process or Convert. Incomplete documents will show the Process button while Failed documents will show the convert Convert button.
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FlowAP Document Conversion Aging Report (Received/Incomplete/Failed)
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