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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 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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[ { "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]", "nsfield": "vatregnumber", "regexp": "[^a-zA-Z0-9]" }, { "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]", "nsfield": "vatregnumber", "regexp": "[^a-zA-Z0-9]" }, { "xpath": "//cac:AccountingSupplierParty/cac:Party/cbc:EndpointID", "nsfield": "custentity_sta_flowap_endpointid" }, { "xpath": "//cac:PaymentMeans/cac:PayeeFinancialAccount/cbc:ID[../../cbc:PaymentChannelCode/text()=\"IBAN\"]", "nsfield": "custrecord_2663_parent_vendor.custrecord_2663_entity_iban" }, { "xpath": "//cac:PaymentMeans/cac:PayeeFinancialAccount/cbc:ID[../../cbc:PaymentChannelCode/text()=\"BBAN\"]", "nsfield": "custrecord_2663_parent_vendor.custrecord_2663_entity_bban" }, { "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyLegalEntity/cbc:RegistrationName", "nsfield": "legalname" }, { "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name", "nsfield": "entityid" } ] |
Auto-Create Vendor
This feature lets FlowAP create a new vendor in the system if one is not found during the conversion’s vendor lookup.
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Saved search Criteria subtab > “Use Expression” = T is not supported. |
Example use case:
All the vendors for subsidiary XYZ need 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
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List of vendor-specific preferences
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The Vendor Preference: Default Bill Location is not supported/considered during conversion for accounts where Multi-Location Inventory feature is disabled. |