Wildcard in Release or Delete Mappings
If you are using a combination of unique IDs to create a Deal ID you can select one attribute to be a 'wild card'. For example, if you are using the Opportunity Products to calculate commissions, but are using holds and releases. The Invoices are related to the Opportunity, not the Opportunity Product. You would have both the Opportunity Product ID and the Opportunity ID as the unique ID.
When it comes to releasing, you would have the Opportunity Product be the 'Wild Card", because the invoice can't relate back to the Opportunity Product. This way all Products associated to the Opportunity are released by the Opportunity Invoice.
Comments
0 comments
Article is closed for comments.