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Making the Invoice Primary Key Visible

AP Link offers two different options for the match on the return payment input feed: the combination of Vendor Name, Invoice Number and Invoice Date or the Invoice Primary Key.  The Invoice Primary Key is not exposed in a way that allows the tool to map to it for the output.  Therefore, it is necessary add a custom field and have a pre-population rule that sets it.

Step 1 – Add a custom field for Invoice Key. Select Setup in the top right > Go to... dropdown > Object Definitions > Invoice > Custom Fields tab. Fill out the fields and select Add Item.

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Step 2 – Create a pre-population rule to populate it. In the Invoice object, select the Rules tab. Fill out the fields as shown below. Make sure to check the box "This Rule is Active".

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Step 3 - Create the template for the rule. Under the Invoice object, select the tab Templates > Create New Template. Fill out the fields as shown below.

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Step 4 - Use this as the template for the rule by going back to the tab Rules > select the new rule "Set Invoice Key" > select Action tab. In the dropdown for "Use template to add and populate records, select the new template "Set Invoice Key". Save and Close.

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