The CIS template files define the linkage information between the REQConnect data associated with each requisition and the data fields in the Costpoint system. Header field information such as Buyer ID and Requisition ID Number as well as line detail information such as Quantity, Unit Cost, and Line Item Description are all pre-mapped to the correct data fields in Costpoint so that when a requisition is posted, the systems know where to store the data.
The template files for the requisition are provided in the installation package. The template files are located in the folder <Costpoint Import Service Root>\Templates.
The data is pulled from requisition keywords stored with the document and also from form fields stored with the requisition e-form. These data fields are then formatted into an XML file using the mapping in the template file using the defined placeholders. An example of a placeholder is defined as %%QUANTITY%%. It then gets placed into the XML file into a field such as <QTY>%%QUANTITY%%</QTY>.
The placeholder is replaced by the actual field from the OnBase keywords or e-form fields of the same name. For example, if there is a e-form field with the name QUANTITY, then the value from this form field is used to replace the placeholder in the template file resulting in the above template segment to be changed into <QTY>200</QTY>.
Similarly all the placeholders in the template files are replaced with actual values in e-form fields or OnBase keywords to create the appropriate requisition XML file.
The names of the available e-form fields are as follows:
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Quantity
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UnitOfMeasurement
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UnitCost
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Item
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LineDescription
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LAAmount
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LineNotes
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ExtUnitCost
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Project
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Org
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Account
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MiscType
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TaxableFlag
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PerfStartDate
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PerfEndDate
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Rev
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ShipId
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PreferredVendor
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VendorPart
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ManufacturePart
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DeliverTo
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RequestedDate
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QCRecd
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TextCode
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PLC