Adding Custom Mappings

This example demonstrates how to map a custom formula field on the Billing Event object to the Dimension 1 lookup field on the Sales Invoice object. The formula fields retrieves the ID of the dimension 1 record linked to the region of the billing event. The region and the billing event are linked through a project record. For this example, we assume that you have already done the following:

• Created a Dimension 1 lookup field on the Region object.
• Populated the Dimension 1 lookup field on the relevant region records.
• Created a formula field named Dimension 1 ID on the Billing Event object with the following formula: pse__Project__r.pse__Region__r.Dimension_1__r.Id.

For more information about this scenario and similar scenarios, see Configuring Dimension and Analysis Fields in SRP.

To create the mapping:

1. Open the mappings for the Billing Event to Sales Invoice flow. For more information, see Viewing Mappings.
2. Click Add Mapping.
3. Set the following values:
   • Source Type: "Field"
   • Source Field Path: Dimension 1 ID
   • Target Type: "Field"
   • Target Field: Dimension 1
4. Click Save.

This example demonstrates how to map the Project lookup field from the Vendor Invoice Item object to the Project lookup field on the Payable Invoice Expense Line Item object.

To create the mapping:

1. Open the mappings for the Vendor Invoice to Payable Invoice flow. For more information, see Viewing Mappings.
2. In the row with the source of pse__Vendor_Invoice_Items__r and target of c2g__PurchaseInvoiceExpenseLineItems__r, click and then click Add Child Mapping.
3. Set the following values:
   • Source Type: "Field"
   • Source Field Path: Project
   • Target Type: "Field"
   • Target Field: Project
4. Click Save.

This example demonstrates how to map the Project lookup field from the Miscellaneous Adjustment object to the Project lookup field on the Journal Line Item object.

To create the mappings:

1. Open the mappings for the Miscellaneous Adjustment to Journal flow. For more information, see Viewing Mappings.
2. In the row with the source of Miscellaneous Adjustment and target of c2g__JournalLineItems__r, click and then click Add Child Mapping.
3. Set the following values:
   • Source Type: "Field"
   • Source Field Path: Project
   • Target Type: "Field"
   • Target Child Type: Default
   • Target Field: Project
4. Click Save & New. This saves the mapping for the default journal line item and enables you to create an additional mapping for the balancing line item.
5. Set the following values:
   • Source Type: "Field"
   • Source Field Path: Project
   • Target Type: "Field"
   • Target Child Type: Balancing
   • Target Field: Project
6. Click Save. This saves the mapping for the balancing journal line item.

When you create a billable miscellaneous adjustment from a payable invoice expense line item, you might want to ensure that it can be included in the billing process. You can achieve this by creating static mappings for the Payable Invoice Expense Line to Miscellaneous Adjustment Recharge Customer flow. This example demonstrates how to map a static value of true to the Approved for Billing and Include in Financials checkbox fields on the Miscellaneous Adjustment object.

To create the mappings:

1. Open the mappings for the Payable Invoice Expense Line to Miscellaneous Adjustment Recharge Customer flow. For more information, see Viewing Mappings.
2. Click Add Mapping.
3. Set the following values:
   • Source Type: "Static"
   • Source Description: Approved for Billing = true
   • Source Data: true
   • Target Type: "Field"
   • Target Field: Approved for Billing
4. Click Save & New.
5. Set the following values:
   • Source Type: "Static"
   • Source Description: Include in Financials = true
   • Source Data: true
   • Target Type: "Field"
   • Target Field: Include In Financials
6. Click Save.