Template mapping lets you map revenue recognition templates to source records so that you do not have to select a template each time you create a record.
Using template mapping you can apply the same template to all records of a given type (for example, you might want to apply your Contract Line - Delivery template to all your contract lines), or you can specify criteria so that a template is only applied to records that meet those criteria. The template mapping process only runs when records are created, so if a record is subsequently edited and no longer meets the criteria its template will remain unchanged.
Example
| Source Object | Criteria Field | Criteria Value | Template |
|---|---|---|---|
| Contract Line | <blank> | <blank> | RRT1 |
| Contract Line | Area | US | RRT2 |
| Contract Line | Area | UK | RRT3 |
In the above example, when a contract line for the area US is created the RRT2 template is automatically applied. When a contract line for the area UK is created, the RRT3 template is automatically applied. Contract lines created for other areas will use the RRT1 template.
Notes:
- You can only use one criteria field on each source object. So, if you create an Area template mapping record on your Contract Line object, you cannot use another Contract Line field on another template mapping record.
- Each combination of source object and criteria field and criteria value must be unique.