Defining search template expressions

  1. Select BPA Designer > Operations > Expressions.
  2. In the Document field, select the input business document for which to define an expression.
    For accounting framework integration, the list displays transactional document registrations. For a flexible output integration, both the master data and transactional document registrations are shown.
  3. Click Add.
  4. Specify this information:
    Name
    Specify a unique name that identifies the expression. Valid characters are a–z, A–Z, and 0–9. The first character should be an uppercase letter. The maximum length is 15 characters.
    Type
    Select Search Template.
    Source Master Data
    Select the master data or custom master data of the search template.
    Source Search Template
    Select the source search template. This dynamic list shows the search templates associated to the selected master data or custom master data.
    Note: If you select a search template, the displayed syntax lists the required search parameters.
    Source Entity
    Available only when the selected source master data is a master data business document. Select Sender Entity, Receiver Entity or the specific entity to which the master data business document is associated.
    Sender Entity represents the source entity value specified in the rule setup page. Receiver Entity represents the destination entity value specified in the rule setup page. Specific entities listed are the entities registered in the Master Data Setup > Entity page.

    See Registering entities.

  5. Specify the arguments for each search parameter:
    1. Click the SET hyperlink of the corresponding search parameter.
    2. Select the argument type. These are the possible values:
      • Attribute
      • Expression
      • Fixed Value
      • Rule Setup

      For some expressions of applicable system-defined search templates, some of these argument types can be selected:

      • Transactional Document
      • Transaction Type
      • Journal User Field
      • Accounting Book
      • Accounting Chart
      • Account
      • Accounting Journal
    3. Specify the values for the remaining fields. The displayed fields depend on the selected argument type.
      For Attribute argument, specify these fields:
      Mapping
      Select the document registration. This list is dynamic. For accounting framework integration, the list displays transactional document registrations. For a flexible output integration, both the master data and transactional document registrations are shown.
      Attribute
      Select the attribute. This list is dynamic. It shows the attributes associated to the selected document registration.
      For Expression argument, specify this field:
      Name
      Select the expression. This list is dynamic. It displays expressions associated to all Document. For search template expressions, only expressions returning a single result are displayed.
      For Fixed Value argument, specify this field:
      Value
      Specify a numeric or text value.
      For Rule Setup argument, specify this field:
      Value
      For accounting framework integration, select Sender Entity, Receiver Entity, Receiver Location, or Receiver Accounting Book. For flexible output integration, select Sender Entity or Receiver Entity.

      Sender Entity represents the source entity value specified in the rule setup page. Receiver Entity represents the destination entity value specified in the rule setup page. Receiver Location represents the location value specified in the rule setup page. Receiver Accounting Book represents the value of the destination accounting book specified in the rule setup page.

      For Transactional Document argument, specify this field:
      Value
      Select the transactional document.
      For Transaction Type argument, specify this field:
      Value
      Select the Transaction Type used in Dimension Code Assignments.
      For Journal User Field argument, specify this information:
      Value
      Select the name of the Journal User Fields set.
      For Accounting Book argument, specify this field:
      Value
      Select the ID of the Accounting Book document.
      For Accounting Chart argument, specify this field:
      Value
      Select the ID of the Accounting Chart document.
      For Account argument, specify this field:
      Value
      Select the ID of the Chart Of Accounts document.
      For Accounting Journal argument, specify this field:
      Value
      Select the ID of the Accounting Journal document.
  6. Click Yes to include the argument in the expression.
  7. Click Save.