Concur_Integration_Configuration_Public__c

Label: PSA Direct for Concur Expense

Contains settings for configuring the PSA Direct for Concur Expense connector.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Allow_Deletion_of_Assignments__c	Allow Deletion of Assignments	Summer 2023	Delete PSA Assignments in Concur.	Checkbox	false
Allow_Deletion_of_Projects__c	Allow Deletion of Projects	Summer 2023	Delete PSA Projects in Concur.	Checkbox	false
Allow_Deletion_of_Resources__c	Allow Deletion of Resources	Summer 2023	Delete PSA Resources in Concur.	Checkbox	false
Concur_Polling_Frequency__c	Concur Polling Frequency (Minutes)	Summer 2023	Specifies how often the connector checks for expense report updates in Concur.	Number(4,0)	30
Disable_Data_Capture_for_Concur__c	Disable Data Capture for Concur	Summer 2023	If selected, all the records changed in the Salesforce org for Assignment, Project, and Resource objects are not sent to the PSA Direct for Concur Expense connector for synchronization with Concur.	Checkbox	false
Email__c	Email	Summer 2023	Email address for receiving error notifications if the Connector with Concur fails.	Email
Expense_Report_Sync_Status__c	Expense Report Sync Status	Summer 2023	Indicates the synchronized concur expense reports as per the expense report status. The default value is "Approved". It accepts multiple comma separated status values like "Submitted,Approved".	Text(255)	'Approved'
Generate_Reports_From_Expense_Lines__c	Generate Reports from Expense Lines	Summer 2023	Field that maps Expense Reports between Concur and PSA and generates reports based on the information in Expense lines.	Checkbox	false
Integration_Active__c	PSA Direct for Concur Expense Active?	Summer 2023	Field that specifies the PSA Direct for Concur Expense connector is active or not.	Checkbox	false
Integration_Paused__c	PSA Direct for Concur Expense Paused?	Summer 2023	Field that specifies the PSA Direct for Concur Expense connector is paused or not.	Checkbox	false
Last_Successful_Poller_Execution__c	Last Successful Poller Execution	Summer 2023	Indicates the time and date the poller last successfully collected expenses from Concur.	DateTime
Minimum_Hours_for_Failed_Events__c	Minimum Hours for Failed Events	Summer 2023	Indicates the minimum hours to keep failed Connector Core Queue Events before the next scheduled removal job deletes them.	Number(4,0)	48
Minimum_Hours_for_Successful_Events__c	Minimum Hours for Successful Events	Summer 2023	Indicates the minimum hours to keep successful Connector Core Queue Events before the next scheduled removal job deletes them.	Number(4,0)	1
Orgwide_Email_Id__c	Organization-Wide Email Address ID	Summer 2023	Stores the organization-wide email address ID to which error notifications are sent if an error occurs when syncing expenses and expense reports from Concur.	Text(20)
Sandbox_Configured__c	Sandbox Configured	Summer 2023	When selected, it indicates that the sandbox environment has been configured correctly. If deselected, the PSA Direct for Concur Expense connector will not synchronize to or from Concur.	Checkbox	false
Send_to_Third_Party_Assignment_App__c	Send to Third-Party Assignment App	Summer 2023	Label for the field that holds an Assignment object field's API name that controls sending records to Concur.	Text(255)	'pse__Send_to_Third_Party_Expenses_Application__c'
Send_to_Third_Party_Project_Application__c	Send to Third-Party Project Application	Summer 2023	Label for the field that holds a Project object field's API name that controls sending records to Concur.	Text(255)	'pse__Send_to_Third_Party_Expenses_Application__c'
Send_to_Third_Party_Resource_Application__c	Send to Third-Party Resource Application	Summer 2023	Label for the field that holds a Contact object field's API name that controls sending records to Concur.	Text(255)	'pse__Send_to_Third_Party_Expenses_Application__c'
Sync_Empty_Expense_Reports__c	Sync Empty Expense Reports	Summer 2023	Synchronizes the empty expense reports created from Concur to PSA.	Checkbox	true
Sync_Expense_Images__c	Sync Expense Images from Concur	Summer 2023	If selected, synchronize the expense images from Concur to PSA.	Checkbox	false
Sync_Expense_Report_Level_Images__c	Sync Expense Report Level Images	Summer 2023	When selected, synchronize the Concur Expense report level Images with PSA.	Checkbox	false
Sync_Project_Manager__c	Sync Project Managers	Summer 2023	Sync Project Manager when syncing PSA Projects to Concur.	Checkbox	false
Use_Salesforce_Advanced_Multi_Currency__c	Use Salesforce Advanced Multi Currency	Summer 2023	If selected, the PSA Direct for Concur Expense connector enables you to use Salesforce's advanced multi-currency feature and allows multiple expense lines with different currencies within a single report only if the Salesforce Multiple Currencies feature is set up in PSA. By default, it is deselected, so the expense report and the corresponding expense lines use a single currency.	Checkbox	false
only_import_billable__c	Only Import Billable	Summer 2023	If selected, only expense lines where the Is Billable field is Yes are imported.	Checkbox	false
project_projectManager_list_name__c	Concur field for PSA Project	Summer 2023	Field specifies the name of the Concur custom field used for PSA projects.	Text(255)	'PSA Project-Project Manager'
resource_assignment_list_name__c	Concur field for PSA Resource-Assignment	Summer 2023	Specifies the name of Concur field used for PSA resource-assignment linked list	Text(255)	'Resource-Assignment'