SRP enables you to create custom field-level mappings for each integration flow. This is useful when you want to:
- Map additional fields or values from the source object and its child object to the target object and its child object.
- Override a default (managed) mapping with a custom mapping.
In either case, you must create a new mapping. If a mapping for the target field already exists, it is overridden.
The sections below provide more information about the supported mapping types and examples with steps on how to create mappings.
Supported Mapping Types
SRP supports the following mapping types:
- Field from the source object to a field on the target object. For example, Billing Event Currency to Invoice Currency.
- Field from an object related to the source object to a field on the target object. For example, Region Name to Dimension 1.
- Static value to a field on the target object. For example, true to Derive Due Date.
- Field from the source object's child object to a field on the target object's child object. For example, Accounting Line Description to Line Description.
- Field from an object related to the source object's child object to a field on the target object's child object. For example, Region Name to Dimension 1.
- Static value to a field on the target object's child object. For example, false to Set GLA to Default.
- Field on the source object to a field on the target object's child object of a specific type. For example, Miscellaneous Adjustment GLA Code to General Ledger Account. Note that this type of mapping is only supported for the Miscellaneous Adjustments to Journals flow.
Name to Lookup Mappings
You can map a text field to a lookup field. If the text value matches the name of a record, the lookup is populated on the resulting record.
This can be useful if you have records of different objects with the same name. For example, if your regions have the same names as your dimension 1 records. In that case, you can map Region Name to Dimension 1. When creating the Accounting document, SRP tries to match the region to a dimension 1.
Return Mappings
After creating an Accounting record from a PSA record or vice-versa, SRP updates the originating record. For most integration flows a checkbox field is selected on the originating records to mark the record as processed. For the Billing Events to Sales Invoices or Credit Notes integration flow, several fields are updated on the billing event. These are defined as return mappings.
You can customize the return mappings for a flow to update additional fields on the originating record. These can be static values or values from a field on the resulting record. See Example 5: Due Date from the Payable Invoice Populated Back on the Vendor Invoice.
Examples
The following examples provide steps for creating different types of mappings
Example 1: Region Name from the Billing Event to Dimension 1 on the Sales Invoice
This example demonstrates how to map the name of the related region from the Billing Event object to Dimension 1 on the Sales Invoices. Note that this only works if your region records have the same names as your dimension 1 records.
To create the mapping:
- Open the mappings for the Billing Event to Sales Invoice flow. For more information, see Viewing Mappings.
- In the Billing Event to Sales Invoice Mappings section, click Add Mapping.
- Set the following values:
- Source Type: "Field"
- Source Field Path: Project > Region > Region Name
- Target Type: "Field"
- Target Field: Dimension 1
- Click Save.
Example 2: Project from the Vendor Invoice Item to Project on the Payable Invoice Expense Line Item
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:
- Open the mappings for the Vendor Invoice to Payable Invoice flow. For more information, see Viewing Mappings.
- Within the Vendor Invoice to Payable Invoice Mappings section, 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. - Set the following values:
- Source Type: "Field"
- Source Field Path: Project
- Target Type: "Field"
- Target Field: Project
- Click Save.
Example 3: Project from the Miscellaneous Adjustment to Project on the Journal Line Item
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:
- Open the mappings for the Miscellaneous Adjustment to Journal flow. For more information, see Viewing Mappings.
- Within the Miscellaneous Adjustment To Journal Mappings section, in the row with the source of Miscellaneous Adjustment and target of
c2g__JournalLineItems__r, click and then click Add Child Mapping.
- Set the following values:
- Source Type: "Field"
- Source Field Path: Project
- Target Type: "Field"
- Target Child Type: Default
- Target Field: Project
- 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.
- Set the following values:
- Source Type: "Field"
- Source Field Path: Project
- Target Type: "Field"
- Target Child Type: Balancing
- Target Field: Project
- Click Save. This saves the mapping for the balancing journal line item.
Example 4: Static Mappings for Payable Invoice Expense Line to Miscellaneous Adjustment Recharge Customer
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:
- Open the mappings for the Payable Invoice Expense Line to Miscellaneous Adjustment Recharge Customer flow. For more information, see Viewing Mappings.
- In the PINELI to Misc. Adjustment Recharge Mappings section, click Add Mapping.
- Set the following values:
- Source Type: "Static"
- Source Description: Approved for Billing = true
- Source Data: true
- Target Type: "Field"
- Target Field: Approved for Billing
- Click Save & New.
- Set the following values:
- Source Type: "Static"
- Source Description: Include in Financials = true
- Source Data: true
- Target Type: "Field"
- Target Field: Include In Financials
- Click Save.
Example 5: Due Date from the Payable Invoice Populated Back on the Vendor Invoice
When you create a payable invoice from a vendor invoice, Accounting calculates the Due Date field on the payable invoice. You might want this value to be populated back on the vendor invoice to let your vendors know when the payment is due. This example demonstrates how to map the due date from a payable invoice to a custom field on the originating vendor invoice. Note that we assume that you have already created a custom date field on the Vendor Invoice object named Payment Due On.
To create the mapping:
- Open the mappings for the Vendor Invoice to Payable Invoice flow. For more information, see Viewing Mappings.
- In the Payable Invoice to Vendor Invoice Return Mappings section, click Add Mapping.
- Set the following values:
- Source Type: "Field"
- Source Field Path: Due Date
- Target Type: "Field"
- Target Field: Payment Due On
- Click Save.