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TechnologyOne Financials CiA

KFI Providers:

The action providers follow a typical structure for searching for various item types.

Filter Expression

In the image below, the red area shows settings related to the Filter Expression which is used perform searches beyond what is provided in the search field settings.

The fields that can be searched can be determined by browsing either the Display Value Format and Output Value Format settings.

The Filter Expression follows the format of:

{FieldName} operator {SearchValue}

Placeholders can also be used in this setting. A typical example would be:

{FieldName} operator {<<F1>>}

The supported Search operators are:

Search Operator

Search symbol

Equals

eq

=

==

Not Equals

neq

<>

!=

Contains

contains

Starts With

startswith

Ends With

endswith

The Filter Expression can also use search condition groupings, such as:

Search Grouping

Example

And

{FieldName1} operator {SearchValue1} and {FieldName2} operator {SearchValue2}

Or

{FieldName1} operator {SearchValue1} or {FieldName2} operator {SearchValue2}

The “Use the Filter Epxression in the Search Window” checkbox makes searches in the done Search Window combine with the Filter Expression. This allows for greater search flexibility.

Search Fields

In the image below, the red area shows search fields which can be preconfigured to perform an equals search during the search.

These fields vary for each Search type.

Search Component Charts

This action type supports displaying and searching the following Component Chart fields:

  • Account

  • AccountName

  • AccountName2

  • ChartName

  • DataEntryStatusCode

  • ShortName

Search Contracts

This action type supports displaying and searching the following Contract fields:

  • AmountExclusive

  • AmountInclusive

  • ContractNumber

  • ContractSystem

  • Description

  • Narration

  • PaymentTerms Added: 5.0.114

  • StatusCode

  • StatusDescription

Search Contract Claims

Added: 5.0.113

This action type supports displaying and searching the following Contract Claim fields:

  • ClaimAmountExclusive

  • ClaimAmountInclusive

  • ClaimDate

  • ClaimDescription

  • ClaimNumber

  • ClaimReference

  • ContractNumber

  • ContractSystem

  • StatusDescription

Search Contract Parties

Added: 5.0.113

This action type supports displaying and searching the following Contract Party fields:

  • ContractNumber

  • ContractSystem

  • Description

  • MoreInformation

  • Party

  • PartySystem

  • StatusCode

  • StatusDescription

  • SupplierAccountInternal

  • SupplierLedgerCode

Search Selection Codes

This action type supports displaying and searching the following Selection Code fields:

  • SelectionType

  • SelectionCode

  • StatusCode

  • ShortDescription

  • Description

  • Narration1

  • Narration2

  • Narration3

  • UserField1

  • UserField2

  • UserField3

  • UserField4

  • UserField5

  • UserField6

  • UserField7

  • UserField8

  • UserField9

  • UserField10

  • UserField11

  • UserField12

  • UserField13

  • UserField14

  • UserField15

  • UserField16

  • UserField17

  • UserField18

  • UserField19

  • UserField20

Search Suppliers

This action type supports supports displaying and searching the following Supplier fields:

  • AccountNumberInternal

  • AccountType

  • Address1

  • Address2

  • Address3

  • AddressConcat

  • BankAccount

  • BankName

  • BsbCode

  • BusinessRegisterNumber

  • BusinessRegisterNumber2

  • CertificateNumber

  • ChartName

  • ChartType

  • City

  • CountryCode

  • DefaultAccount

  • DefaultLedgerCode

  • Description

  • EftReferenceCode

  • EmailAddress

  • EntryOption

  • EntryOptionCode

  • PayAccount

  • PaymentMethodCode

  • PostCode

  • SelectionType10Code

  • SelectionType11Code

  • SelectionType12Code

  • SelectionType13Code

  • SelectionType14Code

  • SelectionType15Code

  • SelectionType16Code

  • SelectionType17Code

  • SelectionType18Code

  • SelectionType19Code

  • SelectionType1Code

  • SelectionType20Code

  • SelectionType21Code

  • SelectionType22Code

  • SelectionType23Code

  • SelectionType24Code

  • SelectionType25Code

  • SelectionType26Code

  • SelectionType27Code

  • SelectionType28Code

  • SelectionType29Code

  • SelectionType2Code

  • SelectionType30Code

  • SelectionType31Code

  • SelectionType32Code

  • SelectionType33Code

  • SelectionType34Code

  • SelectionType35Code

  • SelectionType36Code

  • SelectionType37Code

  • SelectionType38Code

  • SelectionType39Code

  • SelectionType3Code

  • SelectionType40Code

  • SelectionType4Code

  • SelectionType5Code

  • SelectionType6Code

  • SelectionType7Code

  • SelectionType8Code

  • SelectionType9Code

  • StatementDay

  • Status

  • TermsDays

  • UserDateTime1

  • UserDateTime10

  • UserDateTime2

  • UserDateTime3

  • UserDateTime4

  • UserDateTime5

  • UserDateTime6

  • UserDateTime7

  • UserDateTime8

  • UserDateTime9

  • UserField1

  • UserField10

  • UserField2

  • UserField3

  • UserField4

  • UserField5

  • UserField6

  • UserField7

  • UserField8

  • UserField9

  • UserNumber1

  • UserNumber10

  • UserNumber2

  • UserNumber3

  • UserNumber4

  • UserNumber5

  • UserNumber6

  • UserNumber7

  • UserNumber8

  • UserNumber9

  • VatRateCodeDef

Search Users

This action type supports displaying and searching the following User fields:

  • AccountDisabled

  • Email

  • FamilyName

  • GivenName

  • Portal

  • UserId

Import AP Invoice

This upload action allows an invoice entry and optional attachment to be uploaded to the server for document import.

Requires TechnologyOne CiA version 2023B (or higher) and ITP module must be licensed.

Upload Settings

Name

Description

Source Identifier

The source identifier (Guid) that was provided by T1. This is unique to each environment.

Source Identifier Reference

The source identifier reference that was provided by T1.

This is typically EzeScan.

Validation Type

The validation type that was provided by T1.

Attach Document

Check to include the document as attachment when importing invoice or credit note.

Document Fields

The following properties can be populated on the document entry by adding a field with the respective name and type. Some of these are already built in for convenience (such as DocumentId and DocumentDate1).

Field Name

Field Type

Description

CiAGoodsReceiptReference

String

CiAPuchaseOrderReference

String

DocumentDate1

Date

Invoice date.

Use ISO date format yyyy-MM-dd to ensure date can be reliably parsed regardless of the current user’s locale.

DocumentDate2

Date

DocumentDate3

Date

DocumentDate4

Date

DocumentId

String

The unique document identifier.

DocumentReference1

String

Supplier invoice number.

DocumentReference2

String

DocumentReference3

String

SystemCiAGoodsReceiptNumber

String

SystemCiAPurchaseOrderNumber

String

SystemCiAPurchasingSystemCode

String

Title

String

The entry format.

For example, Tax Invoice or Credit Note.

Document Lines Fields

The below properties can be populated on each document line.

Field names should be formatted as Line[{LineNo}]:{Property} where:

  • {LineNo} is the line number (starting at 1); and

  • {Property} is the name of the property to be populated on the respective line.

A number of these properties are already included as built-in fields for line 1 (e.g. Line[1]:LedgerCode). You can set the source field to (ignored) if the respective property is not needed.

Field Name

Field Type

Description

AccountNumberExternal

String

AccountNumberInternal

String

The supplier account number. For example, 10644.

Amount1

Decimal

The line amount.

Amount2

Decimal

Amount3

Decimal

Amount4

Decimal

DiscountAmount1

Decimal

DiscountAmount2

Decimal

DiscountCurrencyAmount

Decimal

DiscountDate

Date

DocumentLineNarration1

String

Line description.

DocumentLineNarration2

String

DocumentLineNarration3

String

DueDate

Date

ItemCode

String

ItemRateAmount

Decimal

ItemType

String

LedgerCode

String

The ledger code. For example, AP.

LineSequenceNumber

Integer

The line sequence number starting at 1, and should increment for each line.

UserField1

String

UserField10

String

UserField2

String

UserField3

String

UserField4

String

UserField5

String

UserField6

String

UserField7

String

UserField8

String

UserField9

String

VatAmount

Decimal

VateRateAmount

Decimal

VatRateCode

String

The tax rate code. For example, C.

VatType

String

I for inclusive, E for exclusive.

Order Matches Fields

Available in version 5.0.112 and higher.

The below properties can be populated on each order match item.

Field names should be formatted as OrderMatches[{LineNo}]:{Property} where:

  • {LineNo} is the order match line number (starting at 1); and

  • {Property} is the name of the property to be populated on the respective line.

Field Name

Field Type

Description

CiAGoodsReceiptReference

String

CiAPurchaseOrderReference

String

OrderLineAdditionalCostExclusiveAmount

Decimal

OrderLineAdditionalCostInclusiveAmount

Decimal

OrderLineDetailsLine1

String

OrderLineDetailsLine2

String

OrderLineInvoiceExclusiveAmount

Decimal

OrderLineInvoiceInclusiveAmount

Decimal

SystemCiAGoodsReceiptNumber

String

The goods receipt number. For example, GR060197

SystemCiAPurchaseOrderNumber

String

The purchase order number. For example, PU022147

SystemCiAPurchasingSystemCode

String

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