How to predefine the Vendor based on source email?

Question

How to set fc_Predefined:InvoicePredefinedVendorId for the Vendor based on email address the invoice was sent from?

Answer

Use the Event Handlers "After document created" or "After document state changed" script to specify the fc_Predefined:InvoicePredefinedVendorId registration property value based on the fc_Predefined:EmailSender registration property.

Example.

  • Event handler setup:
    2022-09-02_15_26_48.png
  • Sample script:
    string predefinedId = "";
    if (Document.Batch.Properties.Has("fc_Predefined:EmailSender"))
    {
    string sender = Document.Batch.RegistrationProperties.Get("fc_Predefined:EmailSender").ToLower();
    if (sender.IndexOf("EMAIL_ADDRESS") != -1)
    predefinedId = "VENDOR_ID";
    }
    if(predefinedId != "")
    Document.Properties.Set("fc_Predefined:InvoicePredefinedVendorId", predefinedId);

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