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LISA Reach Sales – Dual-Write Maps

Table map Custom Notes for LISA Other Notes
All productsNo
CDS Contacts V2NoThere are three standard maps with the same name which should be enabled based on business requirements. Required to keep Contact data in sync between FO and CE
CDS Exchange RatesNo
CDS future cancellation configurationYesNeeded if subscription future cancellations needs to be set at quote level from CE
CDS inventory on-hand entriesNoNeeded if subscriptions will use inventory itemsBy using inventory availability, you can check your inventory before you add a product to the Quotations, Orders, or Invoices page in CE
CDS product relationsYesNeeded for product add-ons
CDS program typesYesRequired config data for LISA
CDS reason code type setupYesRequired config data for LISA
CDS released distinct productsExtendedLISA adds a set of new Susbcription fields to the standard mapIf changes are required on the standard map, the LISA fields need to be part of this new custom map
CDS sales order headersExtendedLISA adds a set of new Susbcription fields to the standard mapIf changes are required on the standard map, the LISA fields need to be part of this new custom map
CDS sales order linesExtendedLISA adds a set of new Susbcription fields to the standard mapIf changes are required on the standard map, the LISA fields need to be part of this new custom map
CDS sales quotation headerExtendedLISA adds a set of new Susbcription fields to the standard mapIf changes are required on the standard map, the LISA fields need to be part of this new custom map
CDS sales quotation linesExtendedLISA adds a set of new Susbcription fields to the standard mapIf changes are required on the standard map, the LISA fields need to be part of this new custom map
CDS Subscription actionsYesRequired data for LISA
CDS subscription opportunitiesYesNeeded if smart opportunity feature will be usedStandard FO does not have opportunites. LISA adds a funcitonality which allows FO to create smart opportunites based on Susbcription data on CE.
CDS subscription opportunity linesYesNeeded if smart opportunity feature will be usedStandard FO does not have opportunites. LISA adds a funcitonality which allows FO to create smart opportunites based on Susbcription data on CE.
CDS Subscription planYesRequired data for LISA
CDS Subscription plan linesYesRequired data for LISA
ColorsNoPrerequiste for CDS Released products
ConfigurationsNoPrerequiste for CDS Released products
CurrenciesNo
Customer groupsNoPrerequiste for Customer entity
Customer meter consumptionYesNeeded for Consumption Susbcriptions
Customer metersYesNeeded for Consumption Susbcriptions
Customer payment methodNoPrerequiste for Customer entity
Customers V3 (accounts)NoNeeded if subscriptions / quotes need to be linked to CE accountsKeep in mind that both accounts and contacts can be Customers on FO
Customers V3 (contacts)NoNeeded if subscriptions / quotes need to be linked to CE contactsKeep in mind that both accounts and contacts can be Customers on FO
Exchange rate currency pairNo
Exchange rate typeNo
Item sales tax groupNo
Legal entitiesNo
Meter modelsYesNeeded for Consumption Susbcriptions
Modes of deliveryNoPrerequiste for CDS Sales order header
Price customer groupsNo
Quote subscription linksYesRequired as relationship between quotes and subscriptions is many to many
ReasonsYesRequired config data for LISA
Sales invoice headers V2ExtendedLISA adds a set of new Susbcription fields to the standard mapIf changes are required on the standard map, the LISA fields need to be part of this new custom map
Sales invoice lines V2No
Sales order origin codesNo
Sales tax groupsNo
SitesNoPrerequiste for CDS released products
SizesNoPrerequiste for CDS Released products
StylesNoPrerequiste for CDS Released products
Terms of deliveryNo
UnitsNoPrerequiste for CDS released products
Vendor groupsNoNeeded if vendor subscriptions will be usedPrerequiste for vendor entity
Vendor payment methodNoNeeded if vendor subscriptions will be usedPrerequiste for vendor entity
Vendors V2NoNeeded if vendor subscriptions will be usedMight be needed for Customers entity, since customer records on FO can contain vendor reference
WarehousesNoPrerequiste for CDS released products
Updated on July 25, 2025

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