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On this page, you may enter setup information or select settings to enable or disable features related to the INFlow SuiteApp.

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can setup how XML elements are mapped to NetSuite fields.

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Note: Create a file cabinet folder for saving the PDF files.

Navigate to INFlow > INFlow Configuration > FlowAP Template.
Click New.

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Field name

...

Description

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Primary Information

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Name

...

Enter a name for your FlowAP Template.

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Lookup Criteria

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Vendor Lookup Criteria

This field should contain an array of JSON objects that would be used as criteria for searching the Vendor for the FlowAP Document. The maximum number of criteria that can be entered is 8.

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title	Default

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Warning: Do not edit and save any of the following default templates that are included in the FlowAP SuiteApp.

Default FlowAP Template
Default FlowAP Template - Tax ID Lookup Only
Legacy FlowAP Template

If customizing the mapping for a specific use case, create a copy of the template and save it with a new name.

Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Template.
View the default Staria FlowAP Template.
Hover over actions and click Make Copy.

Field name

Description

Primary Information

Name

Enter a name for your FlowAP Template.

Lookup Criteria

Vendor Lookup Criteria

This field should contain an array of JSON objects that would be used as criteria for searching the Vendor for the FlowAP Document. You can enter a maximum of 15 criteria and a minimum of 1.

Expand

title	Default

Code Block

language	json

[
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:

EndpointID",

ID[@schemeID=\"VAT\"]",
            "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":

 "vatregnumber",
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]",
            "nsfield": "custentity_sta_einv_businessid",
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:

PartyName

PartyIdentification/cbc:

Name",

ID[@schemeID=\"ISO6523\"]",
            "nsfield": "

entityid

vatregnumber"

},
{
"xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name",
"nsfield": "entityid"
}
]

Item Lookup Criteria

This field should contain an array of JSON objects that would be used as criteria for searching the Item for the FlowAP Document. The maximum number of criteria that can be entered is 5.

Expand

title	Default

[
{
"mappingfield": "vendorcode",
"nsfield": "vendorcode"
},
{
"mappingfield": "vendorcode",
"nsfield": "vendorname"
}
]

Mapping Templates

Transaction Mapping

Enter the mapping for the Transaction Header and Lines in a well-formed JSON object.

Expand

title	Default

{
"custentity_edoc_ws_id": {
"xpath" :

,
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"ISO6523\"]",
            "nsfield": "custentity_sta_einv_businessid",
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID",
            "nsfield": "vatregnumber",
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID",
            "nsfield": "custentity_sta_einv_businessid",
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "legacy": true,
            "xpath": "//cac:OrderReference/cbc:CustomerReference",
            "nsfield": "custentity_sta_flowap_endpointid",
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "xpath": "//cac:OrderReference/cbc:CustomerReference",
            "nsfield": "custentity_sta_flowap_endpointid",
            "regexp": "[^0-9]",
            "operator": "contains"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cbc:EndpointID",
            "nsfield": "custentity_sta_flowap_endpointid",
            "operator": "contains"
        },
        {
            "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:PaymentMeans/cac:PayeeFinancialAccount/cbc:ID",
            "nsfield": "custrecord_2663_parent_vendor.custrecord_2663_customer_code"
        },
        {
            "xpath": "//cac:PaymentMeans/cac:PayeeFinancialAccount/cbc:ID",
            "nsfield": "accountnumber"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyLegalEntity/cbc:RegistrationName",
            "nsfield": "legalname"
        },
        {
            "xpath": "//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name",
            "nsfield": "entityid"
        }
]

An audit trail record will be created in the event that vendor lookup is unable to find a match or if there are multiple vendor’s found,

Item Lookup Criteria

This field should contain an array of JSON objects that would be used as criteria for searching the Item for the FlowAP Document. You can enter a maximum of 5 criteria and a minimum of 1.

Expand

title	Default

Code Block

language	json

[
        {
            "mappingfield": "vendorcode",
            "nsfield": "vendorcode"
        },
        {
            "mappingfield": "vendorcode",
            "nsfield": "vendorname"
        },
        {
            "mappingfield": "vendorcode",
            "nsfield": "itemid"
        }
]

Mapping Templates

Transaction Mapping

Enter the mapping for the Transaction Header and Lines in a well-formed JSON object.

Expand

title	Default

Code Block

language	json

{
   "custentity_edoc_ws_id": {"xpath" : ["/cac:OrderReference/cbc:CustomerReference"]},
   "vendorname": {"xpath": ["/cac:AccountingSupplierParty/cac:Party/cac:PartyName"]},
   "vendorvat": {"xpath": ["/cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]"]},
   "subsidiaryendpointid": {"xpath": ["/cac:AccountingCustomerParty/cac:Party/cac:PartyName"]},
   "subsidiaryvat": {"xpath": ["/cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]"]},
   "billcountry": {"xpath": ["/cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cac:Country/cbc:IdentificationCode"]},
   "poreferencenumber" : {"xpath" : ["/cac:OrderReference/cbc:

CustomerReference

SalesOrderID"]

},

"vendorname": {


   "referencenumber" : {"xpath" : ["/

cac:AccountingSupplierParty/cac:Party/cac:PartyName

cbc:ID"]

},

"vendorvat


   "trandate": {

"xpath" : ["

/cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification

/cbc:

ID[@schemeID=\"VAT\"]

IssueDate"]

},

"subsidiaryendpointid


   "duedate": {

"xpath" : ["/cac:

AccountingCustomerParty

PaymentMeans/

cac:Party/cac:PartyName

cbc:PaymentDueDate"]

},

"subsidiaryvat


   "custbody_sta_appr_xmlmemo": {

"xpath" : ["

/cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification

/cbc:

ID[@schemeID=\"VAT\"]

Note"]

},

"billcountry


   "custbody_sta_nord_trandate": {

"xpath" : ["

/cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cac:Country

/cbc:

IdentificationCode

IssueDate"]

},

"poreferencenumber


   "custbody_sta_origpostingdate": {

"xpath" : ["/

cac:OrderReference/

cbc:

SalesOrderID

IssueDate"]

},

"referencenumber


   "custbody_2663_reference_num": {

"xpath" : ["/cac:PaymentMeans/cbc:

ID

PaymentID"]

},

"trandate


   "currency": {

"xpath" : ["/cbc:

IssueDate

DocumentCurrencyCode"]

},

"duedate


   "createdfrom": {

"xpath" : ["/cac:

PaymentMeans

OrderReference/cbc:

PaymentDueDate

SalesOrderID"]

},
"custbody_sta_appr_xmlmemo": {

},
   "taxpercent_total" : {"xpath" : ["/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:

Note

Percent"]

},

"custbody_sta_nord_trandate": {


   "taxamount_total" : {"xpath" : ["/cac:TaxTotal/cbc:

IssueDate

TaxAmount"]

},

"custbody_sta_origpostingdate


   "taxexclusiveamount": {

"xpath" : ["/cac:LegalMonetaryTotal/cbc:

IssueDate

TaxExclusiveAmount"]

},


   "custbody_

2663

sta_

reference

eflow_

num

ourref": {

"xpath": ["/cac:AccountingSupplierParty/cac:

PaymentMeans

Party/cac:Contact/cbc:

PaymentID

Name"]

},

"currency


   "custbody_sta_eflow_yourref": {

"xpath": ["/cac:AccountingCustomerParty/cac:Party/cac:Contact/cbc:

DocumentCurrencyCode

ElectronicMail"]

},

"createdfrom": {
"xpath" : [


   "item" : {"listpath" : "/cac:

OrderReference/cbc:SalesOrderID"]
},
"taxpercent_total" : {
"xpath" : ["/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:Percent"]
},
"taxexclusiveamount": {
"xpath" : ["/cac:LegalMonetaryTotal/cbc:TaxExclusiveAmount"]
},
"item" : {
"listpath" : "/cac:InvoiceLine",
"fields" : [
{
"firstmemo_value": {
"xpath" :

InvoiceLine","fields" : [{
      "firstmemo_value": {"xpath" : ["./cac:Item/cbc:Name"]},
      "vendorcode": {"xpath" : ["./cac:Item/cac:SellersItemIdentification/cbc:ID"]},
      "quantity": {"xpath" : ["./cbc:InvoicedQuantity"],"defaultvalue": 1},
      "rate": {"xpath" : ["./cac:

Item

Price/cbc:

Name

PriceAmount"]

},

"vendorcode


      "amount": {

"xpath" : [".

/cac:Item/cac:SellersItemIdentification

/cbc:

ID

LineExtensionAmount"]

},

"quantity


      "description": {

"xpath" : ["./cac:Item/cbc:

InvoicedQuantity

Description"]

,
"defaultvalue": 1

},

"rate


      "tax1amt": {

"xpath" : ["./cac:

Price

TaxTotal/cbc:

PriceAmount

TaxAmount"]

},

"amount


      "itemname": {

"xpath" : ["./cac:Item/cbc:

LineExtensionAmount

Name"]

},

"description


      "taxpercent": {

"xpath" : ["./cac:Item/cac:ClassifiedTaxCategory/cbc:Percent", "/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:

Description"]
},
"tax1amt": {

Percent"]}}]},
      "firstmemo": {"xpath" : ["

./cac:TaxTotal/cbc:TaxAmount"]
},
"itemname": {
"xpath" : ["./cac:Item/cbc:Name"]
},
"taxpercent": {
"xpath" : ["./cac:Item/cac:ClassifiedTaxCategory/cbc:Percent", "/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:Percent"]
}
}
]
},
"firstmemo": {
"xpath" : ["$item[0].firstmemo_value"]
},
"entitybankdetails" : {
"listpath" : "/cac:PaymentMeans",
"fields" : [
{
"paymentduedate": {
"xpath" : ["./cbc:PaymentDueDate"]
},
"paymentid": {
"xpath" : ["./cbc:PaymentID"]
},
"paymentchannelcode": {
"xpath" : ["./cbc:PaymentChannelCode"]
},
"payeefinancialaccount": {
"xpath" : ["./cac:PayeeFinancialAccount/cbc:ID"]
},
"financialinstitutionid": {
"xpath" : [ "./cac:PayeeFinancialAccount/cac:FinancialInstitutionBranch/cac:FinancialInstitution/cbc:ID"]
}
}
]
},
"rounding": {
"xpath" : ["/cac:LegalMonetaryTotal/cbc:PayableRoundingAmount"]
},
"payableamount": {
"xpath" : ["/cac:LegalMonetaryTotal/cbc:PayableAmount"]
},
"allowancecharge" : {
"listpath" : "/cac:AllowanceCharge",
"fields" : [
{
"chargeindicator": {
"xpath" : ["./cbc:ChargeIndicator"]
},
"allowanceamount": {
"xpath" : ["./cbc:Amount"]
}
}
]
}
}

Vendor Mapping

Enter the mapping for the Vendor in a well-formed JSON object

Expand

title	Default

{
"companyname" : {
"xpath" :

$item[0].firstmemo_value"]},
  "entitybankdetails" : {"listpath" : "/cac:PaymentMeans",
        "fields" :  [{
            "paymentduedate": {"xpath" : ["./cbc:PaymentDueDate"]},
            "paymentid": {"xpath" : ["./cbc:PaymentID"]},
            "paymentchannelcode": {"xpath" : ["./cbc:PaymentChannelCode"]},
            "payeefinancialaccount": {"xpath" : ["./cac:PayeeFinancialAccount/cbc:ID"]},
            "financialinstitutionid": {"xpath" : [ "./cac:PayeeFinancialAccount/cac:FinancialInstitutionBranch/cac:FinancialInstitution/cbc:ID"]}
            }]},
   "rounding": {"xpath" : ["/cac:LegalMonetaryTotal/cbc:PayableRoundingAmount"]},
   "payableamount": {"xpath" : ["/cac:LegalMonetaryTotal/cbc:PayableAmount"]},
   "allowancecharge" : {"listpath" : "/cac:AllowanceCharge",
        "fields" : [{
            "chargeindicator": {"xpath" : ["./cbc:ChargeIndicator"]},
            "allowanceamount": {"xpath" : ["./cbc:Amount"]}
         }]}
}

Vendor Mapping

Enter the mapping for the Vendor in a well-formed JSON object

Expand

title	Default - Vendor

Code Block

language	json

{
        "companyname" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name"]},
        "currency" : {"xpath" : ["//cbc:DocumentCurrencyCode"]},
        "vatregnumber" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:

PartyName

PartyIdentification/cbc:

Name

ID[@schemeID=\"VAT\"]"]

},

"currency" : {


        "terms" : {"xpath" : ["//cac:PaymentTerms/cbc:

DocumentCurrencyCode

Note"]

},

"vatregnumber" : {


        "taxidnum" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"

VAT

GLN\"]"]

},

"terms" : {


        "custentity_sta_einv_businessid" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:

PaymentTerms

PartyIdentification/cbc:

Note

ID[@schemeID=\"GLN\"]"]

},
"taxidnum" : {

},
        "custentity_sta_flowap_endpointid" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party

/cac:PartyIdentification

/cbc:

ID[@schemeID=\"GLN\"]

EndpointID"]

},

"custentity_sta_einv_businessid" : {


        "country" : {"xpath" : ["//cac:

AccountingSupplierParty

AccountingSupplierParty/cac:Party/cac:

Party

PostalAddress/cac:

PartyIdentification

Country/cbc:

ID[@schemeID=\"GLN\"]

IdentificationCode"]

},

"custentity_sta_flowap_endpointid" : {


        "addr1" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:

EndpointID

StreetName"]

},

"country" : {


        "addr2" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress

/cac:Country

/cbc:

IdentificationCode

AdditionalStreetName"]

},

"addr1" : {


        "city" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:

StreetName

CityName"]

},

"addr2" : {


        "zip" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:

AdditionalStreetName

PostalZone"]

},
"city" : {

},
        "custentity_sta_einv_networkid" : {"xpath" : ["//cac:

AccountingSupplierParty/cac:Party/cac:PostalAddress/

OrderReference/cbc:

CityName

CustomerReference"]

},
"zip" : {
"xpath" :

}
}

Expand

title	Default - Vendor Contact

Code Block

language	json

{
        "entityid" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:

PostalAddress

Contact/cbc:

PostalZone

Name"]

},

"custentity_sta_einv_networkid" : {


        "phone" : {"xpath" : ["//cac:AccountingSupplierParty/cac:

OrderReference

Party/cac:Contact/cbc:

CustomerReference

Telephone"]

}
}
VENDOR CONTACT MAPPING
{
"entityid" : {

},
        "email" : {"xpath" : ["//cac:AccountingSupplierParty/cac:Party

/cac:Contact/cbc:Name"]
},
"phone" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:Contact/cbc:Telephone"]
},
"email" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:Contact/cbc:ElectronicMail"]
}
}

/cac:Contact/cbc:ElectronicMail"]}
}

Detailed Guide

FlowAP's XML Mapping Template: A Detailed Guide

Limitations

Warning

The FlowAP conversion only supports UBL 2.1 Invoice XML schema. The UBL 2.1 (Universal Business Language) standard provides a set of predefined codes for the InvoiceTypeCode element, which specifies the type of invoice being issued. The following are supported InvoiceTypeCode values:
1. 380 - Commercial invoice: The most common type of invoice used for general business transactions.
2. 381 - Credit note: Used to correct or cancel a previously issued invoice.
Mapping for Date fields in the Transaction Mapping is limited to the ff fields: trandate, duedate, custbody_sta_nord_trandate, custbody_sta_origpostingdate. All other date fields are unsupported at this time.

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Version	Old Version 2	New Version Current
Changes made by	Lou Dizon	Krizia Ilaga (Unlicensed)
Saved on	May 19, 2023	Sept 30, 2024

Versions Compared

Key

Primary Information

Lookup Criteria

Vendor Lookup Criteria

Item Lookup Criteria

Mapping Templates

Transaction Mapping

Vendor Mapping

Detailed Guide

Limitations