Copy
Description
The Copy macro command exists in the Account, General, Ledger, and Vendor wizard, and copies a common property value from a account, general, journal, or vendor line to a respective mapped line. The syntax is essentially the same for each wizard, though the property names differ and some offer extended functionality.
Account Wizard
Arguments
1.Copy - Name of the Macro.
2.Name - The property value to be copied.
3.Default Value - The value to be used if the property cannot be found or is blank.
4.Search Value - If the returned value matches the search value, the specified default will be returned. The search value and returned value will use casing to determine a match.
Examples
[Copy|AccountCode]
If AccountCode is available this will return the AccountCode value.
If AccountCode is not available this will return a blank value.
[Copy|Description|No Description Available]
If Description is available this will return the Description value.
If Description is not available this will return the value "No Description Available"
[Copy|Description|No Description Available|NA]
If Description is available and does not equal "NA" this will return the Description value.
If Description is available and equals "NA" this will return the value "No Description Available".
If Description is not available this will return the value "No Description Available".
Notes
Properties common to all sources are accessible with the Copy macro. All other properties must be accessed using the Attribute macro. Attempting to access a property which is not present in the account line will result in an error.
Common properties are:
AccountCode
AccountType
Active
Currency
Description
LineNumber
MappingKey
Site
ValidationState
General Wizard
Arguments
1.Copy - Name of the Macro.
2.Name - The property value to be copied.
3.Default Value - The value to be used if the property cannot be found or is blank.
4.Search Value - If the returned value matches the search value, the specified default will be returned. The search value and returned value will use casing to determine a match.
Examples
[Copy|MappingKey]
If MappingKey is available this will return the MappingKey value.
If MappingKey is not available this will return a blank value.
[Copy|LineNumber|-1]
If LineNumber is available this will return the LineNumber value.
If LineNumber is not available this will return the value -1.
[Copy|LineNumber|-1|9999]
If LineNumber is available and does not equal 9999 this will return the LineNumber value.
If LineNumber is available and equals 9999 this will return the value -1.
If LineNumber is not available this will return the value -1.
Notes
Properties common to all sources are accessible with the Copy macro. All other properties must be accessed using the Attribute macro. Attempting to access a property which is not present in the general line will result in an error.
Common properties are:
LineNumber
MappingKey
ValidationState
Ledger Wizard
Arguments
1.Copy - Name of the Macro.
2.Name - The property value to be copied.
3.Default Value - The value to be used if the property cannot be found or is blank.
4.Search Value - If the returned value matches the search value, the specified default will be returned. The search value and returned value will use casing to determine a match.
Examples
[Copy|AccountCode]
If AccountCode is available this will return the AccountCode value.
If AccountCode is not available this will return a blank value.
[Copy|TransactionReference|No transaction reference available.]
If TransactionReference is available this will return the TransactionReference value.
If TransactionReference is not available this will return the value "No transaction reference available."
[Copy|CheckNumber|Not Available or Final Check|9999]
If CheckNumber is available and does not equal 9999 this will return the CheckNumber value.
If CheckNumber is available and equals 9999 this will return the value "Not Available or Final Check".
If CheckNumber is not available this will return the value "Not Available or Final Check".
[Copy|OriginalAmount|||#,000.00#;(#,000.00#)]
If [Copy|OriginalAmount] is a positive value of 1000.00 , a value of value of 1,000.00 is returned.
If [Copy|OriginalAmount] is a negative value of 1000.00 , a value of value of (1,000.00) is returned.
If [Copy|OriginalAmount] is a positive value of 1000.005 , a value of value of 1,000.005 is returned.
If [Copy|OriginalAmount] is a positive value of 1000.005 , a value of value of (1,000.005) is returned.
Notes
Properties common to all sources are accessible with the Copy macro. All other properties must be accessed using the Attribute macro. Attempting to access a property which is not present in the mapping will result in an error.
Common properties are:
AccountCode
AccountingPeriod
AccountType
CheckNumber
ConvertedAmount
CultureInfo
DestinationAccountCode
DestinationAmount
JournalLineType
MappedAmount
MatchingAccountCode
OriginalAmount
PaymentFormat
ProcessingScope
TransactionDate
TransactionDescription
TransactionReference
ValidationState
Vendor Wizard
Description
Due to Vendors often containing a collection of Addresses and Phone Numbers, the Vendor Wizard's Copy macro contains multiple sets of parameters to make targeting a specific address or phone number possible.
Arguments
1.Copy - Name of the Macro.
2.Name - The property value to be copied.
3.Default Value - The value to be used if the property cannot be found or is blank.
4.Search Value - If the returned value matches the search value, the specified default will be returned. The search value and returned value will use casing to determine a match.
1.Copy - Name of the Macro.
2.Address - Hard coded value representing the address collection.
3.Key Name or Number - The name of the key representing the address or the zero-based index of the address in the collection.
4.Name - The property value to be copied.
5.Default Value - The value to be used if the property cannot be found or is blank.
1.Copy - Name of the Macro.
2.Phone - Hard coded value representing the phone number collection.
3.Key Name or Number - The name of the key representing the phone number or the zero-based index of the phone number in the collection.
4.Name - The property value to be copied.
5.Default Value - The value to be used if the property cannot be found or is blank.
Examples
[Copy|VendorCode]
If VendorCode is available this will return the VendorCode value.
If VendorCode is not available this will return a blank value.
[Copy|Status|Hold]
If Status is available this will return the Status value.
If Status is not available this will return the value "Hold".
[Copy|Status|Hold|Unknown]
If Status is available and does not equal "Unknown" this will return the Status value.
If Status is available and equals "Unknown" this will return the value "Hold".
If Status is not available this will return the value "Hold".
[Copy|Address]
If an address is available this will return the entire concatenated value for the first address in the collection.
If an address is not available this will return a blank value.
[Copy|Address|1]
If two or more addresses are available this will return the entire concatenated value for the second address in the collection.
If two or more addresses are not available this will return a blank value.
[Copy|Address|Primary]
If an address is available with the address type of "Primary" this will return the entire concatenated value for this address.
If an address is not available with the address type of "Primary" this will return a blank value.
[Copy|Address||Line1]
If an address is available this will return the Line1 value of the first address in the collection.
If an address is not available this will return a blank value.
[Copy|Address|Primary|Line1|123 Sample Way]
If an address exists with the address type of "Primary" this will return the Line1 value for this address.
If an address does not exist with the address type of "Primary" this will return "123 Sample Way".
[Copy|Phone]
If a phone number is available this will return the entire concatenated value for the first phone number in the collection.
If a phone number is not available this will return a blank value.
[Copy|Phone|1]
If two or more phone numbers are available this will return the entire concatenated value for the second phone number in the collection.
If two or more phone numbers are not available this will return a blank value.
[Copy|Phone|Primary]
If a phone number is available with the phone number type of "Primary" this will return the entire concatenated value for this phone number.
If a phone number is not available with the phone number type of "Primary" this will return a blank value.
[Copy|Phone||Base]
If a phone number is available this will return the Base value of the first phone number in the collection.
If a phone number is not available this will return a blank value.
[Copy|Phone|Primary|Extension|123]
If a phone number exists with the phone number type of "Primary" this will return the Extension value for this phone number.
If a phone number does not exist with the phone number type of "Primary" this will return "123".
Notes
Properties common to all sources are accessible with the Copy macro. All other properties must be accessed using the Attribute macro. Attempting to access a property which is not present in the vendor line will result in an error.
Vendor line properties are:
VendorCode
VendorName
Description
EmailAddress
WebsiteUrl
Currency
PaymentTerm
Site
Status
Active
TaxID
LineNumber
ValidationState
Address properties are:
AddressType
City
Country
Line1
Line2
Line3
PostalCode
Region
Phone number properties are:
Base
Extension
PhoneNumberType
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