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Document Templates

Document Templates

Document templates define how a specific type of JDE document (e.g. a customer invoice, a pro-forma) is processed. Unlike the three reserved system templates (global, e-invoicing, e-directory), document templates can be freely created and deleted.

Template storage

Document templates are stored in the -documents sibling config file (e.g. config-documents.properties). If this file does not exist, templates fall back to the main config file.

Each template is identified by a unique name (e.g. vrc_pro, isc_facture). The name is passed as the <tpl> argument to the -run CLI command.

Key properties

Property Description Example
transform Path to the XSLT stylesheet that transforms JDE XML → UBL 2.1 XML %APP_HOME%/xsl/vrc_pro.xsl
rtfTemplate Path to the RTF template for PDF generation %APP_HOME%/templates/vrc_pro.rtf
burstKey XPath expression to split a multi-document XML file into individual invoices /Batch/Invoice
dirInput Override for the input directory (falls back to global.dirInput) %PROCESS_HOME%/vrc/input
dirOutput Override for the output directory %PROCESS_HOME%/vrc/output
sendToPA Y / N — override the e-invoicing setting for this template Y
devMode Y to enable extra XSLT debug output for this template N
devXSL Alternate XSLT stylesheet for development/testing —
attachment Path pattern for PDF attachments to include with the UBL submission —

Creating a document template

Step 1 — Add the template entry to config-documents.properties:

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{
  "resources": [
    {
      "name": "my_invoice",
      "type": "document",
      "properties": {
        "transform": "%APP_HOME%/xsl/my_invoice.xsl",
        "rtfTemplate": "%APP_HOME%/templates/my_invoice.rtf",
        "burstKey": "/Batch/Invoice",
        "dirInput": "%PROCESS_HOME%/my_invoice/input",
        "dirOutput": "%PROCESS_HOME%/my_invoice/output",
        "sendToPA": "Y"
      }
    }
  ]
}

Step 2 — Create the XSLT stylesheet that maps JDE XML fields to UBL 2.1 elements. The stylesheet must output a valid Invoice document conforming to UBL 2.1 (urn:oasis:names:specification:ubl:schema:xsd:Invoice-2).

Step 3 — Test with UBL_VALIDATE mode before going live:

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java -jar nomaubl.jar -run config.properties my_invoice test.xml UBL_VALIDATE 1001

This validates the generated UBL without sending it to the PA.

Template name conventions

It is recommended to use lowercase names with underscores, reflecting the JDE UBE report or document type:

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vrc_pro        → VRC customer invoice (pro-forma)
isc_facture    → ISC supplier invoice
poa_credit     → Purchase order credit note

Processing type per template

The -run command accepts a processing type that determines what the template produces:

Processing Type PDF UBL Sent to PA
SINGLE Yes No No
BURST Yes (multi) No No
UBL No Yes Yes (if configured)
BOTH Yes Yes Yes (if configured)
UBL_VALIDATE No Yes No

See Processing Types for full details.