Using field lists from NetSuite in Kofax AP Essentials
When you configure the NetSuite target system service, you use custom field mapping settings to match NetSuite fields with Kofax AP Essentials fields. Normally, this is a one-way operation, where you use data templates to specify the field values that you want to send to NetSuite. This topic, however, describes a more interactive approach that lets you import lists from NetSuite, and display the list for selection during verification.
To demonstrate this concept, assume you a have a NetSuite Transaction Body Field of type List/Record. The field contains a list of employees that you want to appear in the "Employee" field during verification along with the other invoice fields. When a verify user selects the appropriate employee from the list, the value is sent to NetSuite, along with the other field values and invoice data.
Display a list field in Kofax AP Essentials and map its value to NetSuite
To display a list field in Kofax AP Essentials and map its value to NetSuite:
In NetSuite, create or locate a
Transaction Body Field of type
List/Record and make a note of the field ID. You need the field ID for
other settings in
Kofax AP Essentials. Although we use a
Transaction Body Field in this example,
Transaction Column Fields (expenses and items) are also supported, each
with its own setting in the
target system settings.
Note that the field can be a custom field configuration that is filtered to your liking. For example, you can filter the list to include only employees of a particular department.
Target system configuration settings, specify the
NetSuite field ID from the previous step in the
List field IDs setting.
- Click OK and save the target-system settings. The list field is uploaded to as master data.
In the Extraction service settings,
add a custom field and specify the NetSuite field ID from the previous steps as the
Type name. The
Type name setting connects the field to the NetSuite field.
- Specify the Name of the field as it should appear in the output data.
- Select Use master data to suggest field values and Use master data to validate the field value.
- Click OK and save the document type.
Return to the
Target system configuration settings, and use the
NetSuite field ID from the previous steps to create a
template in the
Custom fields setting under the NetSuite heading.
Do not confuse this setting with the Custom fields setting that is under the NetSuite CustomFields Values heading.
In this example, the NetSuite field ID is "custbodyrsoemployee" and its value will be determined by the custom field that you created in the previous step. It is only a part of the data template, which contains other fields:
- Click OK and save the target-system settings. The list field is now integrated with , and it is available during verification. When a verify user selects a value from the list, it is sent to NetSuite, along with the other field values and invoice data.