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Create a Ramp draft bill intake

by recued-core v2 38 views

Use “Create a Ramp draft bill intake” in Recued. It runs the Ramp draft-bill intake with approval before changes are made.

How it works 18 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (18 steps)
■ vendor_id trim
Trim whitespace from setting vendor id
■ invoice_number trim
Trim whitespace from setting invoice number
◆ vendor recued-core.ramp.vendor.read
Read vendor on ramp
◆ existing_drafts_raw recued-core.ramp.draft_bill.search
Search draft bill on ramp
◆ existing_bills_raw recued-core.ramp.bill.search
Search bill on ramp
■ defaults defaults
Apply defaults
■ draft_count count
Count items in existing drafts
■ bill_count count
Count items in existing bills
■ line_item_count count
Count items in setting line items
■ has_vendor_id compare
Check if vendor id has data
■ has_invoice_number compare
Check if invoice number has data
■ has_line_items compare
Check if line item count is greater than 0
■ no_existing_draft compare
Check if draft count equals 0
■ no_existing_bill compare
Check if bill count equals 0
■ ready all
Check if all conditions are true
◆ create_draft recued-core.ramp.draft_bill.create
Create draft bill on ramp
skip: step.ready not_equal true
■ duplicate_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table duplicate_table
json existing_drafts_raw.result
json create_draft.result
Settings 9 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

memo setting = [object Object]
due at setting = [object Object]
issued at setting = [object Object]
remote id setting = [object Object]
vendor id setting = [object Object]
line items setting = [object Object]
invoice number setting = [object Object]
invoice currency setting = USD
enable accounting sync setting = false

Uses (4 operations)

Pack operation Read vendor on ramp recued-core.ramp.vendor.read
Pack operation Search draft bill on ramp recued-core.ramp.draft_bill.search
Pack operation Search bill on ramp recued-core.ramp.bill.search
Pack operation Create draft bill on ramp recued-core.ramp.draft_bill.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Ramp connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

ramp rampbilldraftpayablesintakeduplicate-checkapprovalpack:ramp

Details

18 steps 9 configurable settings recipe_id: create-draft-bill-intake-ramp