SoftOne suppliers and item codes

These two lookup tables are on the Suppliers and Item Codes tabs of Integrations → SoftOne ERP. Adding rows does not reset the mapping confirmation.

Suppliers tab

Maps the supplier VAT number on the invoice to a SoftOne supplier (TRDR).

1. Enter the VAT number, an optional supplier name, and the TRDR.
2. Click Add.

VAT numbers are matched ignoring case and surrounding spaces. An invoice from a supplier not in this table cannot be sent: SoftOne supplier mapping is required for "VAT number".

Item Codes tab

Maps each invoice line to a SoftOne search code (SRCHCODE) and a line type: item (goes to ITELINES) or service (goes to SRVLINES). A row matches by either:

• Line code: the exact value of the lookup key. With the default mapping that is the line code before any colon, so 1234:Monthly Widget matches 1234.
• Description pattern: a regular expression tested against the line description, ignoring case. Used only when no line code matches, in table order.

A line with no match cannot be sent: no SoftOne code mapping is configured for "code". The matched line type must be enabled on the Connection tab.

One code for every line

Instead of a lookup, set SRCHCODE to Setting → Default item code (or default service code) in Field mapping. Lines then go to item lines when enabled, otherwise to service lines.