If you have additional Opportunity Types used for different Sales Channels, or more than one Opportunity Type per transaction category (New, Existing Business, Renewal), you can set up additional Mappings using the Transaction Mappings metadata object.


Default Mappings are set in the TYSO Setup Tab under the "Mappings" sub-tab.


To setup additional mappings, browse to Custom Metadata Types in Salesforce setup. Find "Transaction Mappings" and click "Manage Records":




Click "New".


Enter a Label name, Mapping Name and the actual value from the Opportunity Type field into Opportunity type. Select the appropriate "Transaction Type" for this Opportunity type as well.


In the example below, we are adding an additional Existing Business Type.



If this is related to a specific Sales Channel, enter the Sales Channel as well.


Click "Save". and you're all done.