Table of Contents | ||||
---|---|---|---|---|
|
...
On this page, you may enter can setup how XML elements are mapped to NetSuite fields.
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Note: Create a file cabinet folder for saving the PDF files. |
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. The maximum number of criteria that can be entered is 8.
...
title | Default |
---|
...
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Warning: Do not edit and save any of the following default templates that are included in the FlowAP SuiteApp.
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.
|
"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":
|
|
|
|
},
{
"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 | ||
---|---|---|
| ||
[ |
Mapping Templates
Transaction Mapping
Enter the mapping for the Transaction Header and Lines in a well-formed JSON object.
title | Default |
---|
"custentity_edoc_ws_id": {
"xpath" :
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.
| ||||||||||
Mapping Templates | |||||||||||
Transaction Mapping | Enter the mapping for the Transaction Header and Lines in a well-formed JSON object.
|
|
|
"vendorname": {
|
|
|
"vendorvat
|
|
|
|
|
"subsidiaryendpointid
|
|
|
|
|
"subsidiaryvat
|
|
|
|
|
"billcountry
|
|
|
|
|
"poreferencenumber
|
|
|
|
|
"referencenumber
|
|
|
|
"trandate
|
|
|
|
"duedate
|
|
|
|
},
"custbody_sta_appr_xmlmemo": {
|
|
|
"custbody_sta_nord_trandate": {
|
|
|
"custbody_sta_origpostingdate
|
|
|
|
|
|
|
|
|
|
|
|
"currency
|
|
|
|
"createdfrom": {
"xpath" : [
|
},
"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" :
|
|
|
|
"vendorcode
|
|
|
|
|
"quantity
|
|
|
"defaultvalue": 1
|
"rate
|
|
|
|
|
"amount
|
|
|
|
"description
|
|
},
"tax1amt": {
|
},
"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
title | Default |
---|
"companyname" : {
"xpath" :
| |||||||||||
Vendor Mapping | Enter the mapping for the Vendor in a well-formed JSON object
|
|
|
|
"currency" : {
|
|
|
"vatregnumber" : {
|
|
|
"terms" : {
|
|
|
},
"taxidnum" : {
|
|
|
|
"custentity_sta_einv_businessid" : {
|
|
|
|
|
|
"custentity_sta_flowap_endpointid" : {
|
|
|
"country" : {
|
|
|
|
"addr1" : {
|
|
|
"addr2" : {
|
|
},
"city" : {
|
|
|
},
"zip" : {
"xpath" :
|
|
|
|
"custentity_sta_einv_networkid" : {
|
|
|
}
}
VENDOR CONTACT MAPPING
{
"entityid" : {
|
},
"phone" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:Contact/cbc:Telephone"]
},
"email" : {
"xpath" : ["//cac:AccountingSupplierParty/cac:Party/cac:Contact/cbc:ElectronicMail"]
}
}
|
Detailed Guide
FlowAP's XML Mapping Template: A Detailed Guide
Limitations
Warning |
---|
|