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.