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Configuring Data Maps to Copy Specified Data

You can use conditional data mapping capabilities to specify that only certain information is copied to the agreement. To accomplish this copying, you can add a source search specification to the data map. The ISS Copy Service business service then copies a source expression to a destination field.

This task is a step in Roadmap for Administering Agreements.

To configure a data map to copy specified data

1. Navigate to the Administration - Application screen, then the Data Map Administration view.
2. In the Data Map Object list, select the appropriate data map record.
3. Scroll down to the Data Map Component list, and select the appropriate component record.
4. In the Advanced Options field, add a source search specification as follows:
   1. Click the Select button in the Advanced Options field.
   2. Create a new search specification.
   3. In the Name field, select Source Search Specification.
   4. In the Value field, add a source expression in the CSSQuery language used for calculated fields using the format in the following example:

   IIf ([Flag] = 'Y', [Field], "")

   This expression copies the field if the flag is set. Otherwise, it copies the null string.

Example: Copying Only Service Products from Orders to Agreements

The following example uses a search specification to specify that only service products are copied from an order to an agreement.

To copy only service products from orders to agreements

1. Navigate to the Administration - Application screen, then the Data Map Administration view.
2. In the Data Map Object list, select the AutoAgreeFromOrder data map record.

   TIP:   You can make similar changes to the AutoAgreement data map (for mapping data from the quote to the agreement) if you want to quote only service products.

3. Scroll down to the Data Map Component list, and select the Line Items record.
4. In the Advanced Options field, add a source search specification using the following expression:

   IIF ([Sales Service Flag] = 'Y', ([Sales Service Flag], "").

   The data map now copies only service products from the order.

Asset-Based Ordering

Users can create assets from orders using asset-based ordering. When asset-based ordering is enabled in Siebel Order Management, users can use the Installed Assets view of the Accounts screen to create orders by using the existing assets for the customer. Installed assets can include both products and services. When you use the appropriate views with the automated asset-based order workflows, the time to create quotes, orders, and agreements for asset records is reduced because many tasks are automated.

The user covers the assets with the service product on the order, and clicks Auto Contract in the Agreements view in the List view of the Service Orders screen. The agreement is created with only the service product for the agreement line item and the added assets as covered assets. Line items that are not related to service are not included in the agreement.