Proposal summary

We will update the Mobysoft Order Type field in the revenue element from its source record. The source record can be SO,JE etc we will find the Mobysoft Order Type field in the source record line and update it in the corresponding Revenue arrangement element line. We will use a Map Reduce script to mass update the elements. 

Requirement 

Mobysoft has a custom transaction column field called Mobysoft Order Type which is on sales transactions, journal and revenue arrangement. As there was another custom transaction body field with the same name it was mapped to the wrong field under revenue field mapping. Mapping is now corrected so any new transactions will create revenue elements with this field populated. But we would need to update revenue arrangements generated prior to the mapping update.  For example JE306 has Mobysoft Order Type populated on the line

But it is missing on Revenue Element and the scrip should copy it from appropriate transaction line and push it to the element.

Also if MOB updates historical transactions and populate the Mobysoft Order Type field would they be able to trigger the script again so that their revenue elements also get updated.

Our Solution

• Find the Blank Mobysoft Order Type field in the revenue elements(RE).
  • We will create a saved search to find the blank Mobysoft Order Type field in the revenue element using the Revenue arrangement(RA) search.
  • Sample search created in the production account is JJ Update the Mob order type in element.
• We will use this search in the script to pick up the revenue arrangements which we need to update. We will be using a map reduce script to update the element lines.
• Update the lines in RA which are blank. To update we have to find the corresponding source transaction line.We can use a saved search for this. Sample saved search is JJ find the Je line -update RE.
• To find the source line if it’s JE, compare the RE Customer to JE Name, RE End date to JE Rev Rec end date, RE Revenue Amount to JE line amount.
• To find the source line if not JE, compare the RE Item to item,RE End date to JE Rev Rec end date,RE Revenue Amount to item amount.
• From the source transaction line we will get the Mobysoft Order Type value, and update this value in the corresponding RE.

Assumptions

• In JE, If we compare the Customer, amount and end date we can identify the source transaction line uniquely.
• In SO,Invoice, CM, If we compare the item,amount,end date  we can identify the source transaction line uniquely.

Risks 

• Since we have a lot of lines in the JE, there is a risk of a time limit in the script.