Version: 1.1.1
Audience: Administrator

Mappings record creation is required for the movement of field values from Opportunity > PIR > RFQ and again from RFQ > PIR > Item/Opportunity and it gives you fine level of control of what data you want to move between records as per your business process.

Below, are details regarding these mappings' creation.

Creating Default Mappings

To ease the process of mapping creation eXtendVendor RFQ bundle is provided with suitelet deployments using which you can create an initial set of mappings.
For creating these mapping records, navigate to eXtendVendor RFQ Suitelet 2.0 and open the links of the mapping deployments.

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Below is the list of deployments which can be used for the creation of default mappings:

  1. Opportunity to PIR Mapping - eXtendVendor RFQ Opportunity to PIR Mapping
  2. PIR to RFQ Mapping - eXtendVendor RFQ Pir to Rfq Mapping
  3. RFQ to PIR Mapping - eXtendVendor RFQ Rfq To Pir Mapping
  4. PIR to Item Mapping - eXtendVendor RFQ Pir to Item Mapping
  5. PIR to Opportunity Mapping - eXtendVendor RFQ Pir to Opportunity Mapping
If you want any additional mapping then you can create it by following details mentioned in next section.

Steps to create mappings 

  1. Opportunity to PIR 

    1. Navigate to eXtendTech > eXtendVendorRFQ > Opportunity to PIR Mappings > New. 

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    2. On the mappings page, you can specify the id of the specific fields to obtain data using mappings. 

    3. You may also provide a hardcoded value. 

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  2. PIR to RFQ 

    1. Navigate to Setup > eXtendVendorRFQ > PIR to RFQ Mappings > New. Image Placeholder

    2. On the mappings page, you can specify the id of the specific fields to obtain data using mappings. 

    3. You may also provide a hardcoded value. 

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  3. RFQ to PIR 

    1. Navigate to Setup > eXtendVendorRFQ > RFQ to PIR Mappings > New. 

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    2. On the mappings page, you can specify the id of the specific fields to obtain data using mappings. 

    3. You may also provide a hardcoded value. 

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  4. PIR to Item 

    1. Navigate to Setup > eXtendVendorRFQ > PIR to Item Mappings > New. 

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    2. On the mappings page, you can specify the id of the specific fields to obtain data using mappings. 

    3. You may also provide a hardcoded value. 

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  5. PIR to Opportunity 

    1. Navigate to Setup > eXtendVendorRFQ > PIR to Opportunity Mappings >New. 

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    2. On the mappings page, you can specify the id of the specific fields to obtain data using mappings. 

    3. You may also provide a hardcoded value. 

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Note: 
  • Inches to Centimeter and Centimeter to Inch conversion will not work if a hardcoded value is defined in Mapping Records. 
  • If you want Inches to Centimeter and Centimeter to Inches conversion you will have to add both (Centimeter and Inches) fields in the Mapping Records.