Company Info Flex fields

The Flex-fields functionality enables users to define business specific required fields, in addition to the standard fields available for a business document.

You can receive standard fields from an integrated ERP by defining an appropriate XPath for the inbound BOD. You can also send the Flex Field as a standard field, to the ERP by defining an appropriate XPath for the outbound BOD. The XPath is defined on the Flex-Fields page with reference to the parent nodes in the inbound and outbound BOD. In case of same parent nodes, XPath is defined at the attribute level using [@type= “”].

You can receive standard fields and send flex fields as standard fields for PO, PPO, Shipper and RFQ documents.

Flex fields can be set up by document type. Flex fields comprise of:

  • The code used to reference the field in inbound and outbound API files.
  • The Labels that can be specified for each application-supported language.
  • The value specified in the field.

Flex fields can be optional or mandatory. All mandatory flex fields must be included in the corresponding inbound APIs.

Customers can add flex fields to these document types at these levels:

  • Header and requirement level:
    • Material Release
    • Shipping Schedule
  • Header and line item level:
    • Discrete Purchase Order
    • Proposed Purchase Order
    • Blanket Purchase Order
    • Self-Billing Invoice
    • Remittance Advice
    • RFQ
  • Header level
    • Receipt
    • Defective Material Notice
    • Delivery Performance Report
    • PPAP
    • Work Order

Suppliers can add flex fields to these document types at the header and line item level:

  • Miscellaneous Invoice
  • Production Invoice
  • Shipper

Suppliers can add flex fields to the RFQ Response document at the line level.