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This is the list of available FlowAP templates. 3 default templates come with FlowAP upon installation.
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You must not edit the Default FlowAP Templates. Any changes made to the default template will be overridden 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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Use Case | Setup Options | Related Articles |
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Allow transaction creation to proceed even if the conversion was unable to find a matching NetSuite item for the vendor bill lines. The conversion will post unidentified items as expense lines. | FlowAP Subsidiary Setup > CREATE UNIDENTIFIED ITEMS AS EXPENSE | |
Use NetSuite expense items instead of expense lines | FlowAP Subsidiary Setup > USE EXPENSE ITEMS INSTEAD OF ACCOUNTS FOR EXPENSE LINES | |
Ignore XML line level data and allow NetSuite to copy the line level information from the related purchase order in NetSuite. The total payable amount of the bill will always be equal to the XML. The user responsible for the bill is expected to review the line details of the bill and make the necessary data entry to correct it for the total payable amount. | FlowAP Subsidiary Setup > INHERIT PO LINES FlowAP Subsidiary Setup > INHERIT PO LINES: DEFAULT TO 0 QUANTITY AND AMOUNT | |
Ignore the XML line level data and save a single transaction line in NetSuite transaction. | FlowAP Subsidiary Setup > POST SINGLE BILL LINE: USE PAYABLE AMOUNT (NO TAX) | |
Vendor Preference: [STA] No Direct Bill | Will not allow a well-formed XML to create a stand-alone bill (Direct bill) if the PO Reference is empty. | |
Vendor Preference: [STA] No Direct Credit | Will not allow a well-formed XML to create a stand-alone bill credit (Direct Credit) if the Bill Reference is empty. | |
Define tax codes for each tax rate/percent parsed from the XML during conversion. | FlowAP Subsidiary Setup > TAX CODE TABLE | |
Configure the conversion to either create a stand alone transaction or report an error whenever a referenced PO number or Bill reference number in the XML is not found. |
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