How to Change Reference Account (RA) Mappings in Templates?

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To modify the reference account mappings within a template (new experience), do the following:

Go to Maintenance > Planning Templates > Template Setup.
Choose the desired template and click Setup > Template Setup.
On the Template Setup page, locate the specific line you want to change.
Click the edit icon in column J and select Reference Account to open the mapping screen.
On the Reference Account Mapping screen, you can add a new row using the Add Row button or edit an existing mapping.
After making your changes, click Keep Changes and Close to save and exit the mapping screen
Click Save.

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