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