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Phase 6: Adding name templates, Web services, and rules

Phase 6: Adding name templates, Web services, rules

  1. Create a name template
  2. Add vendor search
  3. Add address validation Web service
  4. Add rules to improve routing

More information

In this phase, we will enhance the forms and workflow by adding:

  • Named templates to assign every vendor request a unique number.
  • A Web-service for address verification
  • Rules to automatically select a reconciliation account, purchasing group, and currency based upon company code and purchasing organization.

Downloads

The following sample output file(s) are created during this phase.

designer-file-iconVendor basic phase 6 solution file

AddressValidation.xsn

Vendor-lookup