EAGenSCDocFromDocWithFieldsMap

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Overview

Generates supply chain documents from other documents using configurable field mapping and line filtering. Creates target documents based on SQL criteria, copies data using field mappings, and supports advanced features like line grouping, conditional execution, and approval workflow integration.

When This Action Runs

Manual execution to generate related documents from source documents, typically for creating invoices from orders, returns from sales, or any document-to-document transformation requiring field mapping.

How It Works

  1. Executes finder SQL - Finds or creates target document using SQL query
  2. Applies field mapping - Copies header fields from source to target using mapping rules
  3. Filters lines - Selects which lines to copy based on criteria or SQL queries
  4. Groups lines - Optionally groups lines by specified fields creating multiple documents
  5. Copies document lines - Transfers filtered lines with field transformations
  6. Handles workflow - Manages approval processes and draft status
  7. Inverse mapping - Copies fields back from generated document to source
  8. Cleanup - Deletes empty documents or orphaned records

Parameters

Parameter 1: Target Type (Required) - Entity type of document to generate

Parameter 2: Finder SQL (Required) - SQL to find/create target document

select id from SalesOrder where ref5Id={id}

Parameter 3: Field Map (Required) - Mapping between source and target fields

code=code
fromDoc=$this
ref5=$this

Parameter 4: After Copy Lines Map (Optional) - Additional field mapping after line copying

Parameter 5: Inverse Copy (Optional) - Copy fields from generated back to source

ref5=$this
description5=n1

Parameter 6: Handle Approval (Optional) - true/false to manage approval workflow

Parameter 7: Save as Draft (Optional) - true/false to save as draft

Parameter 8: Conditional Execution (Optional) - Only run if condition returns non-zero

select case when {details.item.item.code} in ('a','b','c') then 1 else 0 end

Parameter 9: Line Criteria Filter (Optional) - Criteria definition code for line filtering

Parameter 10: Line Query Filter (Optional) - SQL query for line filtering

select case when {details.item.item.code} in ('a','b','c') then 1 else 0 end

Parameter 11: Group Lines By (Optional) - Field(s) to group lines creating multiple documents

Parameter 12: Cleanup Query (Optional) - SQL to identify documents for deletion when grouping

Database Tables Affected

  • Target Document Tables - Creates or updates generated documents
  • Source Document Tables - Reads data for mapping (read-only)
  • Document Line Tables - Copies and transforms line items

Important Warnings

⚠️ SQL Query Validation

  • Finder SQL must return valid document IDs or be empty for new documents
  • Line filter queries affect which lines are copied
  • Invalid SQL causes generation failures

⚠️ Field Mapping Syntax

  • Field mappings must use exact field paths
  • Use $this to reference current document
  • Invalid mappings cause silent failures or errors

⚠️ Line Grouping Complexity

  • Groups create separate documents for each unique value combination
  • May generate many documents from single source
  • Cleanup query removes orphaned documents

⚠️ Conditional Execution

  • Condition must return numeric result (0=skip, >0=execute)
  • Complex conditions may impact performance
  • Test conditions thoroughly with sample data

⚠️ Approval Workflow Impact

  • Generated documents may enter approval automatically
  • Draft status affects document visibility and processing
  • Consider business workflow requirements

Module: supplychain

Full Class Name: com.namasoft.modules.supplychain.domain.utils.plugnplay.EAGenSCDocFromDocWithFieldsMap

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