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Extend the Sales Transaction Context Definition for Multisite

Extend the standard context definition to include custom attributes for sales transactions and map them to Quote and Order objects.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create user profiles and users: Energy & Utilities Cloud Features
  1. Navigate to Context Definitions.
    1. From Setup, in the Quick Find box, enter Context Definitions, and then select Context Definitions.
    2. On the Standard Definitions tab, find SalesTransactionContext.
  2. Extend the standard context definition. Skip this step if you've already created a context definition with the name EUSalesTransactionContext.
    1. Select the dropdown arrow next to SalesTransactionContext, and then select Extend.
      The Extend Context Definition modal opens.
    2. For Name, enter EUSalesTransactionContext, and then click Save.
      Wait for the custom context definition to be created.
  3. Add custom attributes to the context definition.
    1. Select the Custom Definitions tab and select EUSalesTransactionContext.
    2. Select Edit and then click Next until you reach the attributes section.
    3. Under the SalesTransactionItem node, add these attributes:
      • DistributionArea (Type: INPUT OUTPUT, Data Type: String)
      • EstimatedConsumption (Type: INPUT OUTPUT, Data Type: Number)
      • ConstraintEngineNodeStatus (Type: INPUT OUTPUT, Data Type: String)
    4. Select Next and enter the tags for the new attributes:
      • For DistributionArea, enter DistributionArea__c.
      • For EstimatedConsumption, enter EstimatedConsumption__c.
      • For ConstraintEngineNodeStatus, enter ConstraintEngineNodeStatus__c.
    5. Save the attributes.
  4. Map the custom attributes to Quote fields.
    1. Click the Map Data tab.
    2. Find QuoteEntitiesMapping, click the dropdown arrow, and select Edit SObject Mapping.
    3. Select the Mark as Default checkbox and select Map.
    4. Under the QuoteLineItem SObject, next to QuoteLineItemRecipientId, click the + icon and select the DistributionArea and EstimatedConsumption fields.
    5. Map the attributes as follows:
      • Map SalesTransactionItem.DistributionArea to QuoteLineItem.QuoteLineItemRecipient.DistributionArea.
      • Map SalesTransactionItem.EstimatedConsumption to QuoteLineItem.QuoteLineItemRecipient.EstimatedConsumption.
      • Map SalesTransactionItem.ConstraintEngineNodeStatus to QuoteLineItem.ConstraintEngineNodeStatus__c.
    6. Save the new mappings.
  5. Map the custom attributes to Order fields and activate the definition.
    1. Return to the Map Data tab.
    2. Find OrderEntitiesMapping, click the dropdown arrow, and select Edit SObject Mapping.
    3. Under the OrderItem SObject, next to OrderItemRecipientId, select the + icon and select DistributionArea and EstimatedConsumption.
    4. Map the attributes as follows:
      • Map SalesTransactionItem.DistributionArea to OrderItem.OrderItemRecipient.DistributionArea.
      • Map SalesTransactionItem.EstimatedConsumption to OrderItem.OrderItemRecipient.EstimatedConsumption.
      • Map SalesTransactionItem.ConstraintEngineNodeStatus to OrderItem.ConstraintEngineNodeStatus__c.
    5. Save the context definition and return to the definition details tab.
    6. Activate the context definition.