Supplementary Data

Use this feature to transform the generated output through XSLT before invoice registration.

The supplementary information is created according to the XSLT template set, and uploaded to IDM before invoice registration.

You can transform and modify the output through Configuring the Output Extensibility

Setting up a customer-specific XSLT

Use this option to assign a Customer ID and link it to a Supplementary Data Name which is associated to a specific XSLT file.

  1. Click the upper Add button.
  2. Under Supplementary Data, specify the details in the Customer ID field.
    Note: The specified value must match the BOD path: InvoiceHeader/CustomerParty/PartyIDs/ID.
  3. To add a new Supplementary Data Name:
    1. Click MANAGE XSLT. The Supplementary Data Manage XSLT File window is displayed.
    2. Click the ADD button, then specify the Supplementary Data Name.
    3. Click UPLOAD to add your XSL file.
    4. Click the SAVE button, then close the window.
  4. To select an existing record:
    1. Click the lower Add button
    2. Select a record from the Supplementary Data Name list, then specify the Sequence.
    3. Click the SAVE button.
      Note: You can assign multiple Supplementary Data Names to a single customer. Each assignment must have a unique Sequence value to define the order in which the XSLT files are applied.

Setting up a Default XSLT

  1. Click MANAGE XSLT. The Supplementary Data Manage XSLT File window is displayed.
  2. To add a new record:
    1. Click the ADD button.
    2. Specify the details in the Supplementary Data Name field, then click UPLOAD to add your own XSLT file.
    3. To set a default XSLT, select a record from the table, then click the Default option.
    4. Specify the Sequence. This field is required when the Default option is enabled.
    5. Click the SAVE button, then close the window.
  3. To set an existing record as default:
    1. Select a record from the table.
    2. Select the Default option to set a default XSLT.
    3. Specify the Sequence. This field is required when the Default option is enabled.
    4. Click the SAVE button, then close the window.
    Note: 

    The XSLT can contain data elements listed in the Supplementary Data appendix.

    You can select multiple Supplementary Data Names from the table to set as default. Each must have a unique Sequence value to determine the order of application.

Setting up the Supplementary Data Name

Supplementary Data Names are labels assigned to uploaded XSLT files. Click MANAGE XLST to open the Supplementary Data Manage XSLT File window, where you can upload your own XSLT file or edit existing ones.

  1. To add a new record:
    1. Click the ADD button.
    2. Specify the Supplementary Data Name, then click UPLOAD to add your own XSLT file.
    3. Optionally, you can select a record and set it as default. Specify a Sequence number.
    4. Click the SAVE button.
  2. To modify an existing record:
    1. Select a Supplementary Data Name from the table.
    2. Click MODIFY, then update any of the fields that must be changed:
      • Supplementary Data Name
      • Upload a new XSLT file
      • Default (select or deselect)
      • Sequence (add, update, or remove)
    3. Click the SAVE button.
      Note: When you update the Supplementary Data Name or replace the XSLT file, clicking SAVE updates all customer records linked to the selected name.
  3. To delete a record:
    1. Select a Supplementary Data Name from the table.
    2. Click the DELETE button.
    3. Click the SAVE button.
      Note: When you select records and click SAVE, you permanently remove those records. If a record is assigned to a customer, remove the customer setup before you delete the Supplementary Data Name.

Supplementary Data default settings

Use this feature to manage default values that determine specific Supplementary Data behavior.

This table shows the available default codes for Supplementary Data:

Option Notes
Display Supplementary Data Block in XML field Select how the Supplementary Data block should appear in the generated XML:

Select Yes - Show in Original XML Document

Select No - Hide from Original XML Document

Note: This applies only to services that generate XML output. The block is hidden by default when this is left blank.
Default XSLT Application Preference Use this to control how to apply the Default XSLT to invoices:

Select Apply to all customers.

Select Apply to customers with no configurations.

Note: If no option is selected, the default XSLT is applied only to customers who do not have a specific setup.

Setting up the user-defined fields for Supplementary Data

Use this option to create custom fields for a specific customer.

  1. Select a record from the table on the left, then click Edit.
  2. To add a new record:
    1. Click the Add button.
    2. Specify this information:
      Field Description
      Name Specify a value to map it to this path in the Supplementary Data block:

      SupplementaryData/Setup/CustomFields/SupplementaryData/@name
      Value Specify a value to map it to this path in the Supplementary Data block:

      SupplementaryData/Setup/CustomFields/SupplementaryDataValue
  3. Click the Save button.
  4. To modify an existing record:
    1. Select a line from the list. Ensure that the row is highlighted. Only the selected row will be updated when you click the Save button.
    2. Click the Modify button.
    3. Update any of this information:
      • Name
      • Value
    4. Click the Save button.
  5. To delete a record:
    1. Select a line from the list.
    2. Click the Delete button.
    3. Click the Save button.