| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
This is the list of available FlowAP templates. 3 default templates come with FlowAP upon installation.
| Note |
|---|
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. |
...
The template mapping defines the destination NetSuite fields vs the source XML element values used when creating records/transactions in Netsuite. Templates are created for:
2.1 AP Transaction (Vendor Bill / Vendor Credit)
2.2 Vendor
2.3 Vendor Contact
...
Field | Validation / Automation Details | ||
|---|---|---|---|
Expense Line : Memo field | NetSuite expense lines created when conversion is unable to identify a NetSuite item for the invoice line. The memo field of the expense line will have the value: <taxpercent> | <vendorcode> - <itemname> Related article: How to customize the memo field value of expense lines created by FlowAP conversion | ||
Currency | The XML currency is always used.
| ||
Invoice Item Line : Quantity | The quantity is defaulted to 1 if there is no indicated quantity in the XML for an item line. | ||
Vendor : VAT |
| ||
Subsidiary : VAT |
| ||
All fields | After parsing the mapped fields and no value is found in the XML, the created JSON data from the XML will set the value as “STA_EMPTY“. | ||
Location | A hierarchy is implemented for determining the location to be set. | ||
Billing Address : Country | If the XML’s billing country is empty, the vendor record’s billing country will be used. | ||
Reference Number | Unique Transaction reference numbers are validated for each transaction type (vendor bill and vendor bill credit). The conversion will fail for duplicate transaction reference numbers.
|
...