How to customize the memo field value of expense lines created by FlowAP conversion for unidentified items

 Understand the value mapped to the expense line: memo for unidentified items

The memo field of the expense line will have the value.

<taxpercent> | <vendorcode> - <itemname>

 Update the Customize the FlowAP template assigned to the subsidiary.

1. Navigate to the global search bar and search for “page: Staria Flowap template”.

2. View the Default FlowAP Template.

3. Hover to actions and click Make Copy.

4. Enter a new name.

5. The default mapping for the following fields is as follows:

   [ "taxpercent": { "xpath" : ["./cac:Item/cac:ClassifiedTaxCategory/cbc:Percent", "/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:Percent"] }, "vendorcode": { "xpath" : ["./cac:Item/cac:SellersItemIdentification/cbc:ID"] }, "itemname": { "xpath" : ["./cac:Item/cbc:Name"] } ]

   The value of the memo field can be modified by changing the mapping of each of the concatenated values for taxpercent,vendorcode and itemname.

   Example use case:

   The user wants the item name to be either the Name/ID or the Description in the XML. Replace the XPath assigned to itemname. Search for “itemname” in the transaction mapping field. Replace the content of the XPath with "./cac:Item/cbc:Name", "./cac:Item/cbc:Description".

   "itemname": { "xpath" : ["./cac:Item/cbc:Name", "./cac:Item/cbc:Description"] }

6. Click Save.

7. Navigate to the global search bar and search for “page: Staria FlowAP Subsidiary Setup”.

8. Click Edit for the subsidiary setup of the subsidiary.

9. Select your newly FlowAP template in the FlowAP Template field.

10. Click Save.