Guidelines for adding or updating custom field mappings
Learn how to add or update custom field mappings, ensuring consistency across multi-entity tenants and understanding the impact on billing and booking transactions.
You can add or update the field mapping for the custom fields with the following considerations.
-
The mapping must be from a Billing standard or custom field to a Revenue custom field.
-
A Revenue custom field can only be used in field mapping for once, except:
-
The booking template allows the Order Line Item and Rate Plan Charge fields to be mapped to one Revenue custom field.
-
The billing template allows the Invoice Item, Credit Memo Item, Debit Memo Item, and Invoice Item Adjustment fields to be mapped to one Revenue custom field.
-
-
The field types must be consistent in a field mapping. For example, you cannot map a date field to a number field.
-
Adding or updating a field mapping will take effect immediately and impact the corresponding booking or billing transactions generated from that moment on.
-
Field mapping is on the tenant level. Therefore, if the multi-entity feature is enabled with your tenants, ensure the custom field mapping is consistent across all your multi-entity tenants.
You can map customer fields from the Invoice Owner account to a Revenue custom field for both Booking and Billing transactions. In the mapping row, select InvoiceOwner as the source Billing Object. Field mapping is supported on certain Billing objects, as the following table shows:
| Billing object | Is linking to the Billing Transaction object supported? | Is linking to the Booking Transaction object supported? | Is field mapping for standard fields supported? | Is field mapping for custom fields supported? |
|---|---|---|---|---|
InvoiceOwner | Y | Y | — | Y |
| Account | Y | Y | Y | Y |
| Accounting Code (Finance) | Y | Y | Y | Y |
Commitment | Y | No | Y | Y |
| Contact | Y | N | Y | Y |
| Product | Y | Y | Y | Y |
| Product Rate Plan | Y | Y | Y | Y |
| Product Rate Plan Charge | Y | Y | Y | Y |
| Amendment | N | Y | Y | Y |
| Invoice Item | Y | N | Y | Y |
| Invoice | Y | N | Y | Y |
| Invoice Item Adjustment | Y | N | Y | Y |
| Rate Plan Charge | Y | Y | Y | Y |
| Rate Plan | Y | Y | Y | Y |
| Subscription | Y | Y | Y | Y |
| Order | N | Y | Y | Y |
| Credit Memo | Y | N | Y | Y |
| Credit Memo Item | Y | N | Y | Y |
| Debit Memo | Y | N | Y | Y |
| Debit Memo Item | Y | N | Y | Y |
| Order Line Item | Y | Y | Y | Y |