Setting Up Install Base Field Mapping
With the Contract Renewals SuiteApp, you can copy values of custom fields from one record to another by setting up field mappings. You can select any of the following mapping directions:
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From original transaction to install base
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From install base to renewal transaction
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From original transaction to install base to renewal transaction
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From original transaction to renewal transaction
The install base can be the contract or contract item record.
Before setting up field mappings, be sure to do the following additional setup requirements:
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Create the corresponding custom fields on the source and target records.
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Use the same field type for the fields that you are mapping.
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For list/record type fields, make sure that the field values from the source field are also available in the target field.
No validation is done during the field mapping setup process. If you are mapping from or to an invalid field (for example, a field ID that does not currently exist or an incorrectly spelled field ID), no field mapping will be executed.
To set up an install base field mapping:
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Go to Setup > Custom > Install Base Field Mappings > New.
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Enter a name for the field mapping.
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Select a mapping direction:
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Orig Tran > Install Base – Copies field values from the original transaction to the install base. Field values will be copied upon creation of the contract.
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Install Base > Renewal Tran – Copies field values from the install base to the renewal transaction. Field values will be copied to the renewal transaction upon renewal.
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Orig Tran > Install Base > Renewal Tran – Copies field values from the original transaction to the install base and renewal transaction. Upon contract creation, field values will be copied from the original transaction to the install base. Upon renewal, field values will be copied from the install base to the renewal transaction.
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Orig Tran > Renewal Tran – Copies field values from the original transaction to the renewal transaction. For this option, you do not need to define the install base field because the field value is not copied to the install base.
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In the Install Base Type field, select whether you want to map a custom field to a contract field or contract item field.
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In the Transaction Field Type field, select whether you want to map a custom field to a body field or line field of a transaction.
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In the Transaction Field ID field, enter the field ID of the transaction field that you want to map.
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In the Install Base Field ID field, enter the field ID of the install base field that you want to map.
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Click Save.
Mapping to multi-select fields is currently not supported.
The Install Base Field Mappings list is loaded in alphabetical order.