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 |
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 |
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, |
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, |
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, |
LineSequenceNumber | Integer | The line sequence number starting at |
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, |
VatType | String |
|
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, |
SystemCiAPurchaseOrderNumber | String | The purchase order number. For example, |
SystemCiAPurchasingSystemCode | String |