NetSuite General Preferences
Warning: Do not edit and save the default general setup record included in the FlowAP SuiteApp.
Default FlowAP General Setup
If customizing the mapping for a specific use case, create a copy of the record and save it with a new name.
Navigate to Setup > Company > General Preferences
Click the Custom Preferences subtab.
Click the “Open” button. This opens the Default FlowAP General Setup in a new tab.
Hover over the actions button and click “Make Copy”.
Give your FlowAP General Setup record a new name.
Enter the XML Folder ID, PDF Folder ID, JSON Folder.
Update the other preferences if necessary.
Click Save.
Go back to Setup > Company > General Preferences and click the Custom Preferences subtab.
Select the FlowAP General Setup record you created.
Save the General Preferences page.
Name | Description |
|---|---|
XML Folder ID | Enter the Internal ID of a folder where the incoming XML files should be placed. |
JSON Folder ID | Enter the Internal ID of a folder where the parsed JSON Data of incoming XML files should be placed. |
PDF Folder ID | Enter the Internal ID of a folder where the incoming PDF files should be placed. |
Exclude Vendor Credits From Bulk Conversion | Check to exclude vendor credits from processing. |
Subsidiary Lookup Criteria | This field should contain an array of JSON objects that would be used as criteria for searching the Subsidiary for the FlowAP Document. You can enter a maximum of 5 criteria. |
Subsidiary Lookup Criteria Syntax
Each criteria is separated by a comma.
The minimum lookup criteria is 1.
The maximum lookup criteria is 5.
Each lookup criteria must have:
“xpath”: - This is the complete source element from the XML. If the element has a parent, all parent elements must be included in the path definition.
“nsfield”: - the field ID of the subsidiary field where the string found in the XML element will be compared to.
Optional parameter of the lookup criteria
“regexp”: - enter a regular expression to clean up unwanted text in both the XML element string and the NetSuite field value being compared.
Example:
{"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]","nsfield": "taxidnum","regexp": "[^a-zA-Z0-9]"}