Staria FlowAP General Setup
- Lou Dizon
- Krizia Ilaga (Unlicensed)
- Kiro Franco (Unlicensed)
NetSuite General Preferences
Warning: Do not edit and save the default general setup record included in the FlowAP SuiteApp.
Default FlowAP General Setup
If the FlowAP General setup needs to be customized 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 8 criteria and a minimum of 1. [
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]",
"nsfield": "taxidnum",
"regexp": "[^0-9]",
"operator": "contains"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]",
"nsfield": "custrecord_sta_flowap_endpointid",
"operator": "contains"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID",
"nsfield": "taxidnum",
"regexp": "[^0-9]",
"operator": "contains"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID",
"nsfield": "custrecord_sta_flowap_endpointid",
"operator": "contains"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cbc:EndpointID",
"nsfield": "custrecord_sta_flowap_endpointid",
"operator": "contains"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cbc:EndpointID",
"nsfield": "taxidnum",
"regexp": "[^0-9]",
"operator": "contains"
},
{
"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:Contact/cbc:ElectronicMail",
"nsfield": "email",
"operator": "contains"
}
] |
Use Vendor Subsidiary When Subsidiary Lookup Not Found | If this is checked and the subsidiary lookup fails due to no or multiple match, processing will proceed to vendor lookup. If a unique vendor is found and has only one subsidiary, then the vendor's subsidiary will be used. |
Gateway Token | Enter the token to access Flow Gateway Dashboard. Please contact support@staria.fi if this has not been set up for your account. |
Gateway Domain | Enter the domain to access Flow Gateway Dashboard. Please contact support@staria.fi if this has not been set up for your account. |
Subsidiary Lookup Criteria Syntax
Each criteria is separated by a comma.
The minimum lookup criteria is 1.
The maximum lookup criteria is 8.
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.
“operator”: - enter the search operator to be used. If blank, “is” operator will be used.
Example:
{"xpath": "//cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID[@schemeID=\"VAT\"]","nsfield": "taxidnum","regexp": "[^a-zA-Z0-9]",”operator”: “contains”}
Limitations
Nexus using Tax Groups is not supported.