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Value Matrix

You only need to set this up if:
  1. You are using MS7 or CR (as the version at the time of writing does not have a value matrix object endpoint available)
  2. You use value matrix in your accounting rules
  3. You intend to complete the invoice coding within the Rossum screen prior to sending the data to Unit4. This is optional as you may use the default dims setup to send documents into unit4 with some default coding, to then be coded up in Unit4 itself.

Database View​

The first step is to configure a database view which will create the information required about the value matrix.

You should do this in the database view definition in unit4 desktop or web with the following code, the name of the view does not matter at this point.

SELECT x.attribute_id,x.att_1_id,x.att_2_id,x.att_3_id,x.att_4_id,x.client,x.description,x.matrix_id,d.att_value_1,d.att_val_from_1,d.att_val_to_1,d.att_value_2,d.att_val_from_2,d.att_val_to_2,d.att_value_3,d.att_val_from_3,d.att_val_to_3,d.att_value_4,d.att_val_from_4,d.att_val_to_4,d.dim_value, d.period_from, d.period_to, d.status FROM agldefmatdet d JOIN agldefmatrix x ON d.client = x.client AND d.matrix_id = x.matrix_id

Screen showing the database view definition with the view name uvi_ocr_valuematrix

User Defined Table Definition​

You then need to tell the ERP system what this table is with table and column definitions (again in web or desktop is fine).

The module and able name do not matter but the column names should be exactly as below

Screen showing the table definition with the table name uvi_ocr_valuematrix and the same columns as defined in the view

Object Definition​

warning

The object MUST be defined exactly as below to allow our code to read it, this can only be done in web by default.

Note depending on your version, the system may or may not display companies in the connected object id column and either is fine.

You must make sure the object id and both titles match below and that the "available in api" box is checked.

Screen showing the object definition with the object name ocrvaluematrix and the same columns as defined in the view and table

note

The object may not immediately appear in the API, we have noted that it can take an iisreset (often scheduled overnight) or "an amount of time" before unit4 clears the cache which lists the available REST endpoints

User Access​

You should then apply menu access to this object for your user in the same way as the other objects in the permissions section

Note if the object does not show up in the object access screen you may need to clear your Unit4 cache.

Screen showing object access screen granting read access to the object via a role