Vendor Lookup Criteria
The vendor lookup criteria are used to determine which NetSuite vendor record needs to be assigned to the transaction that will be created through FlowAP e-document conversion.
Navigating to the setup
Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup
View the record related to your subsidiary.
Navigate to the Conversion subtab.
Find the FlowAP Template field and click the hyperlink.
View and Edit the FlowAP Template.
Find the Vendor Lookup Criteria.
You must not edit the Default FlowAP Template.
Any changes made to the default template will be overriden 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.
Understanding the Vendor Lookup Criteria
The lookup criteria follows the JSON array syntax.
The complete tax code lookup table is surrounded by brackets
Example: [JSON ARRAY].
Each element in the lookup table is surrounded by curly braces and is separated by a comma.
Example: [{ELEMENT1}, {ELEMENT2}, {ELEMENT3}]
Each element of the lookup table contains four (3) parameters.
xpath - XML element which will be the source of the vendor information used for the lookup ("//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]").
nsfield - This is the NetSuite vendor record field that will be used to compare the text from the XML element to find the vendor record in NetSuite.
regexp - A regular expression, often referred to as a "regex" or "regexp," is a powerful and concise way to represent patterns in text data. It is a sequence of characters that defines a search pattern. Characters that match the search pattern will be retained and unmatched characters will be removed.
Lookup Results
Invalid vendor records are not returned by the lookup
inactive = T
The lookup will perform the serach for each vendor lookup array element until a vendor is found. The maximum lookup criteria is 7 elements.
The search will start from the first element in the array and will stop once a vendor is found.
If a vendor is found, the following information will be set on the JSON data:
vendornamevendorvat
Default Vendor Lookup Criteria
[
{
"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.
Navigating to the setup
Enable Auto Created Vendor
Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup
View the record related to your subsidiary.
Navigate to the Conversion subtab > Vendor Field Group.
Find the Auto Created Vendor checkbox.
Vendor Mapping Template
Navigate to FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup
View the record related to your subsidiary.
Navigate to the Conversion subtab.
Find the FlowAP Template field and click the hyperlink.
View and Edit the FlowAP Template.
Navigate to the Mapping Templates field group.
Find the vendor mapping field.
Syntax:
Each element in the vendor mapping is surrounded by curly braces and is separated by a comma. Each element represents one field being mapped from the XML to a NetSuite field.
Example: [{ELEMENT1}, {ELEMENT2}, {ELEMENT3}]
Each element of the mapping JSON array contains two (2) parameters.
[NetSuite Field ID] - This is the vendor field in NetSuite..
xpath - This is location of the XML element that contains the data to be saved in the target NetSuite field.
Default Vendor Mapping Template
{
"companyname": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PartyName/cbc:Name"
]
},
"currency": {
"xpath": [
"//cbc:DocumentCurrencyCode"
]
},
"vatregnumber": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]"
]
},
"terms": {
"xpath": [
"//cac:PaymentTerms/cbc:Note"
]
},
"taxidnum": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]"
]
},
"custentity_sta_einv_businessid": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"GLN\"]"
]
},
"custentity_sta_flowap_endpointid": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cbc:EndpointID"
]
},
"country": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cac:Country/cbc:IdentificationCode"
]
},
"addr1": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:StreetName"
]
},
"addr2": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:AdditionalStreetName"
]
},
"city": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:CityName"
]
},
"zip": {
"xpath": [
"//cac:AccountingSupplierParty/cac:Party/cac:PostalAddress/cbc:PostalZone"
]
},
"custentity_sta_einv_networkid": {
"xpath": [
"//cac:OrderReference/cbc:CustomerReference"
]
}
}
VENDOR CONTACT MAPPING
{
"entityid": {
"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"
]
}
}