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This page explains how to configure the capturing of the structured reference/payment number
Introduction
There might be a requirement to capture a special structured reference or payment number that must be used when a payment is made for the received vendor bill. Good practice is to store this value on the vendor bill so it can be used while doing the payment file administration so that the payment file can contain the value as a payment reference. The particular field will be populated automatically once the field is set in the configuration. The search criteria is built with a regex expression.
Currently this setup only supports the Belgium reference number, which is predefined in our scripts, so no regular expression is needed.
It is planned to support in the future versions the extension to use the actual RegEx expression to search within the captured data and store the value into the custom field.
Configuration
To configure the automatic capturing of the Belgium structured reference number the user must deploy a client script and set the ID of the custom field that should be populated. This configuration will then automatically populate the configured field.
Deploy the script
Navigate to CUSTOMIZATION > SCRIPTING > SCRIPTS. Open the filters and set the "Type" filter to "User Event" and the filter "From bundle" to "299642". Now locate the script named "FF SC UE Transaction Matching Regex" and press View.
On the page navigate to the subtab labeled "Deployments". On this deployment tab, there will be by default 2 deployments that both aren’t deployed. The following process should be done for both deployments. Press on the name "Vendor Bill" to open the deployment.
Press on the page the blue button labeled "Edit" to start the actual configuration. For the Belgium structured reference the field "Regular Expression" can be left blank.
- Enable the checkbox labeled "Deployed"
- Don’t change the field "Regular expression"
- Populate the field "Field to populate" with the Internal ID from your field, e.g. "custbody_payment_reference"
- Press Save and repeat the steps for the "Vendor Credit" deployment if applicable.
The field “Regular Expression” for capturing the Belgium structured reference number should be left blank. This field will provide in a later stage an option to create your custom expression to search for data.