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Manage revenue fields mapping

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Manage revenue fields mapping

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On the Manage Revenue Fields Mapping page, you can do the following for the Order to Revenue feature:

  • View the field mapping for standard and custom fields
  • Add or update the field mapping for custom fields 
  • View the changelog for adding or updating custom field mapping
  • Download a CSV file that includes all the field mapping

To access the Manage Revenue Fields Mapping page, click your username at the top right and navigate to Revenue > Manage Revenue Fields Mapping.

View field mapping for standard and custom fields

To view the field mapping for the Order to Revenue feature, do the following:

  1. Navigate to the tab corresponding to the object on which you want to view field mapping:
    • Booking Template tab for the Booking Transaction object
    • Billing Template tab for the Billing Transaction object
  2. Navigate to either section according to the type of fields that you want to view, as follows: 
    • Standard Fields
    • Custom Fields

    For more information about field mapping on booking transactions, see Booking data mapping. For more information about field mapping on billing transactions, see Billing data mapping.

Add or update field mapping for custom fields

You can add or update the field mapping for the custom fields with the following considerations. 

Considerations when adding or updating custom field mapping

Keep the following things in mind when adding or updating the field mapping for custom fields:

  • 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.
  • In a field mapping, the field types must be consistent. 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.
  • 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?

    Account

    Y

    Y

    Y

    Y

    Accounting Code (Finance)

    Y

    Y

    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

Add field mapping for custom fields

To add a field mapping for a custom field, do the following:

  1. Navigate to the tab corresponding to the object on which you want to add field mapping:
    • Booking Template tab for the Booking Transaction object
    • Billing Template tab for the Billing Transaction object
  2. Navigate to the Custom Fields section.
  3. Click +Add New. A new field mapping line is displayed.

    FieldMappingLine.png

  4. Add the mapping relation by selecting proper values for each of the following dropdown fields in the field mapping line:
    • Source Billing Object
    • Source Billing Field
    • Target Revenue Field
  5. Click the SaveIcon.png icon to save your addition.

Update field mapping for custom fields

To update a field mapping for a custom field, do the following:

  1. Navigate to the tab corresponding to the object on which you want to update field mapping:
    • Booking Template tab for the Booking Transaction object
    • Billing Template tab for the Billing Transaction object
  2. Navigate to the Custom Fields section.
  3. Navigate to the field mapping line that you want to update and click the EditIcon.png icon.

    EditFieldMapping.png

    The field mapping line is displayed in the updating mode.

    EditMappingLine.png

  4. Edit the mapping relation by selecting the proper values for each of the following dropdown fields in the field mapping line:
    • Source Billing Object
    • Source Billing Field
    • Target Revenue Field
  5. Click the SaveIcon.png icon to save your changes.

View changelog for adding or updating custom field mapping

To view the changelog for adding or updating custom field mapping, do the following:

  1. Navigate to the tab corresponding to the object for which you want to view changelog:
    • Booking Template tab for the Booking Transaction object
    • Billing Template tab for the Billing Transaction object
  2. Navigate to the Change Logs section and view the changelog.

Download a CSV file that includes all field mapping

To download a CSV file that includes all field mapping on an Order to Revenue object, do the following:

  1. Navigate to the tab corresponding to the object for which you want to download a CSV:
    • Booking Template tab for the Booking Transaction object
    • Billing Template tab for the Billing Transaction object
  2. Click Download Field Mapping at the top right.