Visma.net AutoInvoice mapping tool

The purpose of the application

The "Visma.net AutoInvoice mapping tool" is an application that can be used to configure mapping for some fields not included in the default mapping and override some of the default mapping. The application is run independent of Visma Business.

Files included in the package

Visma.Net.AutoInvoice.MappingTool.exe
Visma.Net.AutoInvoice.MappingColumns.xml
Visma.Net.AutoInvoice.MappingTool.exe.config
Visma.UI.WPF.dll

These files are in the "Visma.net AutoInvoice mapping tool" folder, which is a sub-folder of Tools, found in the installation ISO and in the Visma Business program folder after installation.

How to use the Visma.net AutoInvoice mapping tool

Start the application with Visma.Net.AutoInvoice.MappingTool.exe. When opened, it opens an existing mapping files in the default path, which is \Business\Plugins. This location can be changed with Select folder and browsing using the file explorer. If a mapping file is saved, the changed path is remembered the next time the application is started.

Select folder

This opens a dropdown that contains favourite paths if any have been used. Use Browse… to navigate in the explorer to find a suitable folder for the mapping file or to open an existing mapping file. Note that you will only be able to select folder, the application will look for a file with the default file name (AutoInvoiceMapping.xml) in the selected path and display the result if found.

Visma UBL section

The box contains available high level tags which themselves do not have any content. When you select one of the fields in this box, you will see content tags appear in the Visma UBL content field and Visma Business columns boxes.

Visma UBL content field

These are the format fields actually used for mapping from Visma Business.

Visma Business columns

The Visma Business columns made available for the Visma UBL content field.

Configured mappings

The box contains mappings already created, both saved to file and those selected in the current session.

How to set a mapping

From left to right, select Visma UBL section tag, Visma UBL content field to map to, and Visma Business column for output. The selected mapping will appear in Configured mappings. You may select as many Visma Business columns as you want for a single Visma UBL content field and use the same column for more than one Visma UBL content field. Columns already used for the Visma UBL content field will be shown in the list as selected. If you wish to remove a mapping, either click on it again in Visma Business columns to unselect, or click on the trash can in Configured mappings.

Save mappings

When clicking on Save mappings, the file AutoInvoiceMapping.xml is created in the path defined in Select folder. If it already exists, the contents will be replaced.

Closing the application

The application may be closed either by clicking Cancel or clicking the X in the upper right corner. If there are unsaved mappings in Configured mappings, a message will be displayed asking if the application should be closed.

How to use the created mapping file

By default, Visma Business will look for AutoInvoiceMapping.xml in \Business\Plugins of the running instance. This will be used for all companies in this instance. The alternative is to select the file in the Företagsuppgifter column AutoInvoice mappnings fil in Visma Business. When set in this field, the file will be used for this specific company. Any file set in this column will be used regardless of file name, as long as the contents are valid. Note that this only overrides the mapping for this company. All other companies will still use the file in \Business\Plugins if one exists. Visma Business will now look for the mapping file when sending invoices and either replace default mapping for the configured fields or add new that are not in the default mapping.

Use of configured mapping and incoming orders from AutoInvoice

If a sales order has been created from the Incoming document table, ie received from customer through AutoInvoice, any configured invoice mapping done in the Visma.net AutoInvoice mapping tool for the following elements will be replaced by the default mapping when invoiced:

Note
AccountingCustomerParty (whole section)
DeliveryLocation (whole section)
InvoiceLine->Note

This is to make sure that the customer's information on the incoming order is kept in the document throughout the flow.

Important to consider when mapping LineInvoicePeriod

Be aware of that if mapping the LineInvoicePeriod start and end period to the order line fields From and To, these fields must have been set up as date fields. If they contain data in any other format, the invoice sending will fail and cause an error message to appear on screen.

Important to consider when mapping AdditionalItemProperty

Be aware of that while AdditionalItemProperty is optional, both fields in the section (Name, Value) must be mapped to avoid validation error.