When creating an Order record from a Quote, the Subtotal from the Quote Line Items are not carrying over to the Product Subtotal (TotalLineAmount) on the Order Products. Is there a way to map these fields?
This seems different than CPQ twin fields. With CPQ, I don't have to manually map the fields together. Does RLM require this manual mapping step for Product to Quote Line as well?
Yes it's more complex than twin fields as they are in CPQ but seems to offer more flexibility as you can have fields with different API names pointing to one another. It's a similar process for product to quote.
how can we map from quote line to order item? Also why are we mapping from salestransaction item to quote line? I mean what is the need for first mapping.
Are you looking for another mapping, I'm still testing. You map from salestransactionitem to quote line because that's how you map from the context service to quote line.
@@TheCloudUpdate I got the answer. Follow the steps - 1. Context Definition - Click on your ProductDiscoveryContext Definition and create a Context Tag in CategoryProduct:Inherited(field Name) and then Map the data in Product Discovery context definition. 2. Now go to Sales Transaction Context Definition in Map Data edit mapping for ProductDiscoveryContextMapping , their is no connect object on right side for the moment click on + icon and add ProductDiscoveryContextDefintioon that you use and the map the field from SalesTransactionItem to CategoryProduct.
For step 1, when you say mmap the data in product discovery context definition, you mean adding Product on the right hand side to map the field from category product to product? If I try that, I get You cannot update ContextNodeMapping record with Id 11bal0000025mHQ as it an inherited artifact.
Can we connect to go deeper in some RLM content definition topics. Wondering mostly about the product discovery context, thanks!
I believe you reached out on LinkedIn and we figured it out!
When creating an Order record from a Quote, the Subtotal from the Quote Line Items are not carrying over to the Product Subtotal (TotalLineAmount) on the Order Products. Is there a way to map these fields?
Yes, you need to make sure the field is mapped in the pricing procedure.
This seems different than CPQ twin fields. With CPQ, I don't have to manually map the fields together. Does RLM require this manual mapping step for Product to Quote Line as well?
Yes it's more complex than twin fields as they are in CPQ but seems to offer more flexibility as you can have fields with different API names pointing to one another.
It's a similar process for product to quote.
how can we map from quote line to order item?
Also why are we mapping from salestransaction item to quote line? I mean what is the need for first mapping.
Are you looking for another mapping, I'm still testing.
You map from salestransactionitem to quote line because that's how you map from the context service to quote line.
How can I map Quote header attribute to Contract using context mapping?
Do you use Salesforce Contracts?
Thank you.
You're welcome!
How can I map Product field to Quote Line Field?
Still trying to figure that one out 😂
@@TheCloudUpdate I got the answer. Follow the steps -
1. Context Definition - Click on your ProductDiscoveryContext Definition and create a Context Tag in CategoryProduct:Inherited(field Name) and then Map the data in Product Discovery context definition.
2. Now go to Sales Transaction Context Definition in Map Data edit mapping for ProductDiscoveryContextMapping , their is no connect object on right side for the moment click on + icon and add ProductDiscoveryContextDefintioon that you use and the map the field from SalesTransactionItem to CategoryProduct.
For step 1, when you say mmap the data in product discovery context definition, you mean adding Product on the right hand side to map the field from category product to product? If I try that, I get You cannot update ContextNodeMapping record with Id 11bal0000025mHQ as it an inherited artifact.
@@TheCloudUpdate Yes you have to map data(map your custom field that you create) from CategoryProduct to Product.