The Custom Field Mapping module
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The Custom Field Mapping Centre is used to link or map the custom fields from one module to the custom fields of another. Linking these fields provides you with the ability to seamlessly transfer and synchronize data across various modules. For instance, if you link the custom fields of an item to the custom fields at the sales order detail level, the data can be seen at the sales order detail level.
The available mapping options include:
Customer to Sales Order/Estimate/Invoice/Sales Order Detail/Estimate Detail/Invoice Item Line/RMA/Credit Memo
Item to Sales Order Detail/Estimate Detail/Invoice Item Line/Purchase Order Detail/Credit Memo Line/RMA Detail/Bill Of Material Item Line/Item Receipt Line Detail/Bill Item Line Detail/Sales Receipt Item Line
Sales Order to Invoice/Invoice Item Line/Packing Slip/Packing Slip Detail
Sales Order Detail to Invoice Item Line/Packing Slip Detail
Vendor to Purchase Order Detail/Purchase Order/Item Receipt/Bill
Bill of Material to Manufacturing Order
Bill Of Material Item Line to Manufacturing Order Item Lines
Purchase Order to Item Receipt/Bill/ASN Detail
Purchase Order Detail to Item Receipt Line Detail/Bill Item Line Detail/ASN Detail
Item Receipt Line Detail to Bill Item Line Detail
When creating a custom field mapping, begin by adding the name, description, and priority for the mapping. After that, select the entities to be mapped. You can then select the specific custom fields to map.
Custom Field Mapping Header Fields
Name
Enter a name for the mapping. This acts as a unique identifier for the mapping and helps you locate the mapping easily when required, especially if you have multiple mappings for a single entity.
Description
Enter a description for the mapping.
Priority
Add a priority for the mapping. If the user has made a mapping for the Customer to the SO detail (having Priority 1) and also for the Item to SO Detail (having Priority 2) then the SO line will be mapped based on the minimum priority (Customer to SO line (Priority 1)).
From Entity
Select the source entity for the custom field mapping.
To Entity
Select the entity to which the source entity is being mapped.
After selecting "From Entity" and "To Entity", you can select the custom fields to map and "Add" the mapping. It is important to note that you can only map custom fields with the same data type. For instance, you can't map a "Text" type field with a "Number" type field.
Custom Field Mapping Lines Fields
From Custom Field
Select the custom field corresponding to the source entity.
To Custom Field
Select the custom field to be mapped with the custom field of the source entity.
Add
Click to add the custom field mapping.
Repeat this process for all the custom fields that you want to map. After adding the mappings, click on "Save" to create the mapping.
There is an option to delete the individual mapping, and the option to batch delete the mapping is available in this module.