Map line items to elements/attributes in XML invoices

The process of mapping line items in XML invoices while optimizing invoice definitions is slightly different than mapping normal invoice fields. The column headings cannot be changed and new line item fields cannot be added. However, columns can be used for any line-item information you want. You just need to remember what information you are using it for (that is, the information you have mapped it to).

To map line items to the appropriate values in XML invoices:

  1. Using the Manager module, select Plugins > XML Maintenance.
  2. Double-click the invoice definition for the XML invoice that you want to optimize.
  3. In the XML Mapper, click the Line item editor tab to the right on the screen.
  4. If it is not already selected, using the XML node selection setting, navigate to the XML node that contains all of the line-item information and click Select.  What is currently selected is visible under the XML nodes selection box. All of the elements/attributes that are available for the selected node are displayed in the XML nodes list.
  5. In the Line Items list, click the line item you want to map to select it.
  6. In the XML nodes list directly above it in the tab, right-click the node that you want to map to the line item field and click Set line-item path.
  7. To check that the correct information is extracted, click the Image tab to the left in the window, and then click Extract at the bottom of the dialog. The corresponding value is displayed in the column used for the selected line item.
  8. Click Save definition when you are done, and click Close to close the XML Mapper.
  9. If you are finished optimizing the invoice definition, click Yes in the dialog that is displayed. Otherwise click No so that more optimization tasks can be performed on the invoice definition at a later time.