AdditionalEmailDestination__c |
BE Additional Email Destination (Legacy) |
Pre-Spring 2018 |
Only used when Run in Enhanced Mode is deselected. Additional email address that is notified when a background execution of the Billing Events to Sales Invoices or Credit Notes flow finishes.
|
Email |
|
AdditionalNotificationRecipients__c |
Additional Notification Recipients |
Fall 2021 |
Additional recipients that are notified when a background execution of an integration finishes. The value is a list of email addresses separated by semicolons (;). Note that the user who started the execution or scheduled the flow is always notified, regardless of the value of this field.
|
TextArea |
|
BEAccountNotRequiredOnRelease__c |
BE Account Optional for Release |
Pre-Spring 2018 |
When selected, the Account field is not required when releasing a billing event.
|
Checkbox |
false |
BEAdditionalEligibilityField__c |
BE Additional Eligibility Field |
Fall 2021 |
API name of the field on the Billing Event object used to determine whether a billing event is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
BEAutoPassToAccountingField__c |
BE Auto Pass to Accounting Field |
Spring 2021 |
API name of the field on the Billing Event object used to determine whether a billing event is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.
|
Text(255) |
"ffpsai__AutomaticallyPassToAccounting__c" |
BEBEISynchronousLimit__c |
BE BEI Synchronous Limit |
Fall 2021 |
Maximum number of billing event items in a billing event that can be processed synchronously. If the number of items in a billing event is greater than this number, the billing event is always processed asynchronously (in the background) when creating a sales invoice or credit note.
|
Number(6,0) |
200 |
BECompanyNotRequiredOnRelease__c |
BE Company Optional for Release |
Pre-Spring 2018 |
When selected, the Company field is not required when releasing a billing event.
|
Checkbox |
false |
BECurrencyLookupNotRequired__c |
BE Currency Optional for Release |
Pre-Spring 2018 |
When selected, the Billing Event Currency field is not required when releasing a billing event.
|
Checkbox |
false |
BEIAdditionalEligibilityField__c |
BEI Additional Eligibility Field |
Fall 2021 |
API name of the field on the Billing Event Item object used to determine whether a billing event item is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
BEIBudgetCategory__c |
BEI Budget Category |
Pre-Spring 2018 |
Value of the Category picklist for billing event items that originate from budget records. This field is used to determine the value of the Services Product field for billing event items.
|
Text(255) |
"Budget" |
BEIExpenseCategory__c |
BEI Expense Category |
Pre-Spring 2018 |
Value of the Category picklist for billing event items that originate from expense records. This field is used to determine the value of the Services Product field for billing event items.
|
Text(255) |
"Expense" |
BEIMilestoneCategory__c |
BEI Milestone Category |
Pre-Spring 2018 |
Value of the Category picklist for billing event items that originate from milestone records. This field is used to determine the value of the Services Product field for billing event items.
|
Text(255) |
"Milestone" |
BEIMiscAdjustmentCategory__c |
BEI Miscellaneous Adjustment Category |
Pre-Spring 2018 |
Value of the Category picklist for billing event items that originate from miscellaneous adjustment records. This field is used to determine the value of the Services Product field for billing event items.
|
Text(255) |
"Miscellaneous Adjustment" |
BEIProductNotRequiredOnRelease__c |
BEI Product Optional for Release |
Pre-Spring 2018 |
When selected, the Services Product field on billing event items is not required when releasing a billing event.
|
Checkbox |
false |
BEITimecardCategory__c |
BEI Timecard Category |
Pre-Spring 2018 |
Value of the Category picklist for billing event items that originate from timecard records. This field is used to determine the value of the Services Product field for billing event items.
|
Text(255) |
"Timecard" |
BEValidationLimitForBEARAndBEAI__c |
BE Validation Limit for BEAR and BEAI |
Fall 2021 |
Maximum number of selected billing events that are validated after clicking the Release or Release and Invoice actions on the Billing Events Awaiting Release page and the Create Sales Invoices and Credit Notes action on the Billing Events Awaiting Invoicing page. If fewer billing events than the specified number are selected and some of them are not eligible for the action, a warning or an error displays. If more billing events are selected, an info message always displays regardless of eligibility.
|
Number(6,0) |
200 |
CompanySource__c |
Company Source for BE, ER, and MA |
Pre-Spring 2018 |
Field used to automatically populate the value of the Company field on billing events, expense reports, and miscellaneous adjustments. This can be the Company field on the Region, Practice, or Group objects. You must enter the API path of the relationship starting from the Project object. You enter one of the following: "pse__Region__r.ffpsai__OwnerCompany__c", "pse__Practice__r.ffpsai__OwnerCompany__c", or "pse__Group__r.ffpsai__OwnerCompany__c".
|
Text(255) |
|
CopyAnalysisFieldsWhenPosting__c |
Copy Analysis 1-4 when Posting |
Summer 2022 |
If selected, when an Accounting document is posted, the Analysis 1-4 fields are automatically copied from the document and its line items to the transaction line items.
|
Checkbox |
false |
DimensionLookupOnGroup__c |
Dimension Lookup on Group |
Winter 2024 |
The API name of the lookup field on the Group object that links a group to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Group field.
|
Text(255) |
"ffpsai__Dimension3__c" |
DimensionLookupOnPractice__c |
Dimension Lookup on Practice |
Winter 2024 |
The API name of the lookup field on the Practice object that links a practice to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Practice field.
|
Text(255) |
"ffpsai__Dimension2__c" |
DimensionLookupOnProject__c |
Dimension Lookup on Project |
Winter 2024 |
The API name of the lookup field on the Project object that links a project to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Project field.
|
Text(255) |
"ffpsai__Dimension4__c" |
DimensionLookupOnRegion__c |
Dimension Lookup on Region |
Winter 2024 |
The API name of the lookup field on the Region object that links a region to the related dimension record. This must be a lookup field for the object specified in the Dimension Target Object for Region field.
|
Text(255) |
"ffpsai__Dimension1__c" |
DimensionTargetObjectForGroup__c |
Dimension Target Object for Group |
Winter 2024 |
The API name of the Accounting dimension object that represents PSA groups. You must enter the API name of one of the four dimension objects.
|
Text(255) |
"c2g__codaDimension3__c" |
DimensionTargetObjectForPractice__c |
Dimension Target Object for Practice |
Winter 2024 |
The API name of the Accounting dimension object that represents PSA practices. You must enter the API name of one of the four dimension objects.
|
Text(255) |
"c2g__codaDimension2__c" |
DimensionTargetObjectForProject__c |
Dimension Target Object for Project |
Winter 2024 |
The API name of the Accounting dimension object that represents PSA projects. You must enter the API name of one of the four dimension objects.
|
Text(255) |
"c2g__codaDimension4__c" |
DimensionTargetObjectForRegion__c |
Dimension Target Object for Region |
Winter 2024 |
The API name of the Accounting dimension object that represents PSA regions. You must enter the API name of one of the four dimension objects.
|
Text(255) |
"c2g__codaDimension1__c" |
DoNotEnforceMaxBEIsOnRelease__c |
DEP: BE Override Max BEIs for Release |
Pre-Spring 2018 |
This field is deprecated.
|
Checkbox |
false |
DoNotEnforceMaxVIIsOnSubmitted__c |
DEP: VI Override Max VIIs for Submit |
Pre-Spring 2018 |
This field is deprecated.
|
Checkbox |
false |
ERAdditionalEligibilityField__c |
ER Additional Eligibility Field |
Fall 2021 |
API name of the field on the Expense Report object used to determine whether an expense report is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
ERAutoPassToAccountingField__c |
ER Auto Pass to Accounting Field |
Spring 2021 |
API name of the field on the Expense Report object used to determine whether an expense report is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.
|
Text(255) |
"ffpsai__AutomaticallyPassToAccounting__c" |
ExpenseAdditionalEligibilityField__c |
Expense Additional Eligibility Field |
Fall 2021 |
API name of the field on the Expense object used to determine whether a expense is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
ExpenseReportCompanyNotRequired__c |
ER Company Optional for Approve |
Pre-Spring 2018 |
When selected, the Company field is not required when approving an expense report.
|
Checkbox |
false |
ExpenseReportCurrencyNotRequired__c |
ER Currency Optional for Approve |
Pre-Spring 2018 |
When selected, the Expense Report Currency field is not required when approving an expense report.
|
Checkbox |
false |
JLIAdditionalEligibilityField__c |
JLI Additional Eligibility Field |
Fall 2021 |
API name of the field on the Journal Line Item object used to determine whether a journal line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
JLIAutoPassToPSAField__c |
JLI Auto Pass to PSA Field |
Fall 2021 |
API name of the field on the Journal Line Item object used to determine whether a journal line item is automatically passed to PSA as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.
|
Text(255) |
"ffpsai__AutomaticallyPassToPSA__c" |
MAAdditionalEligibilityField__c |
MA Additional Eligibility Field |
Fall 2021 |
API name of the field on the Miscellaneous Adjustment object used to determine whether a miscellaneous adjustment is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
MaxBEIsPerBE__c |
BE Maximum BEIs per BE |
Pre-Spring 2018 |
Maximum number of billing event items that a billing event can contain. If the number of items in a billing event is greater than this number, the billing event cannot be released or passed to Accounting.
|
Number(6,0) |
|
MaxVIIsPerVI__c |
VI Maximum VIIs per VI |
Pre-Spring 2018 |
Maximum number of vendor invoice items that a vendor invoice can contain. If the number of items in a vendor invoice is greater than this number, the vendor invoice cannot be submitted or passed to Accounting.
|
Number(6,0) |
|
MiscAdjAutoPassToAccountingField__c |
MA Auto Pass to Accounting Field |
Spring 2021 |
API name of the field on the Miscellaneous Adjustment object used to determine whether a miscellaneous adjustment is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.
|
Text(255) |
"ffpsai__AutomaticallyPassToAccounting__c" |
MiscAdjustmentBalancingGLACode__c |
MA Default Balancing GLA |
Pre-Spring 2018 |
Name of the default general ledger account for the balancing journal line item. Used to automatically populate the Balancing GLA Code field for a miscellaneous adjustment record. You must enter the exact value of the Name field of the GLA record.
|
Text(255) |
|
MiscAdjustmentCompanyNotRequired__c |
MA Company Optional for Approve |
Pre-Spring 2018 |
When selected, the Company field is not required when approving a miscellaneous adjustment.
|
Checkbox |
false |
MiscAdjustmentCurrencyNotRequired__c |
MA Currency Optional for Approve |
Pre-Spring 2018 |
When selected, the Miscellaneous Adjustment Currency field is not required when approving a miscellaneous adjustment.
|
Checkbox |
false |
MiscAdjustmentGLACodeNotRequired__c |
MA GLAs Optional for Approve |
Pre-Spring 2018 |
When selected, the Balancing GLA Code and Miscellaneous Adjustment GLA Code fields are not required when approving a miscellaneous adjustment.
|
Checkbox |
false |
NonreimbursableExpGLANotRequired__c |
Expense (Non-Reimbursable) GLA Optional |
Pre-Spring 2018 |
When selected, the Expense GLA Code on non-reimbursable expenses is not required when approving an expense report.
|
Checkbox |
false |
PCNExpLIAdditionalEligibilityField__c |
PCNELI Additional Eligibility Field |
Fall 2021 |
API name of the field on the Payable Credit Note Expense Line Item object used to determine whether a payable credit note expense line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
PCNExpLIAutoPassToPSAField__c |
PCNELI Auto Pass to PSA Field |
Fall 2021 |
API name of the field on the Payable Credit Note Expense Line Item object used to determine whether a payable credit note expense line item is automatically passed to PSA as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.
|
Text(255) |
"ffpsai__AutomaticallyPassToPSA__c" |
PINExpLIAdditionalEligibilityField__c |
PINELI Additional Eligibility Field |
Fall 2021 |
API name of the field on the Payable Invoice Expense Line Item object used to determine whether a payable invoice expense line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
PINExpLIAutoPassToPSAField__c |
PINELI Auto Pass to PSA Field |
Fall 2021 |
API name of the field on the Payable Invoice Expense Line Item object used to determine whether a payable invoice expense line item is automatically passed to PSA as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.
|
Text(255) |
"ffpsai__AutomaticallyPassToPSA__c" |
ProjectSource__c |
Project Source for Line Items (Legacy) |
Pre-Spring 2018 |
Only used when Run in Enhanced Mode is deselected. API name of a field on Accounting document line item objects used to map to the Project field on the Miscellaneous Adjustment object. This can be a lookup field or a text field. The field must exist on all the relevant Accounting document line item objects. Used when generating ClickLink rules.
|
Text(255) |
"ffpsai__Project__c" |
ReimbursableExpGLANotRequired__c |
Expense (Reimbursable) GLA Optional |
Pre-Spring 2018 |
When selected, the Expense GLA Code on reimbursable expenses is not required when approving an expense report.
|
Checkbox |
false |
RunIntegrationInEnhancedMode__c |
Run in Enhanced Mode |
Spring 2021 |
When selected, the connector uses the improved mechanisms introduced starting with Spring 2021. When deselected, the connector uses the mechanisms available before the Spring 2021 release.
|
Checkbox |
true |
SyncGroupsToDimensions__c |
Sync Groups to Dimension Records |
Summer 2022 |
If selected, when you create or update a group in PSA, the connector automatically creates or updates a matching dimension record in Accounting.
|
Checkbox |
false |
SyncPracticesToDimensions__c |
Sync Practices to Dimension Records |
Summer 2022 |
If selected, when you create or update a practice in PSA, the connector automatically creates or updates a matching dimension record in Accounting.
|
Checkbox |
false |
SyncProjectsToDimensions__c |
Sync Projects to Dimension Records |
Summer 2022 |
If selected, when you create or update a project in PSA, the connector automatically creates or updates a matching dimension record in Accounting.
|
Checkbox |
false |
SyncRegionsToDimensions__c |
Sync Regions to Dimension Records |
Summer 2022 |
If selected, when you create or update a region in PSA, the connector automatically creates or updates a matching dimension record in Accounting.
|
Checkbox |
false |
VIAdditionalEligibilityField__c |
VI Additional Eligibility Field |
Fall 2021 |
API name of the field on the Vendor Invoice object used to determine whether a vendor invoice is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
VIAutoPassToAccountingField__c |
VI Auto Pass to Accounting Field |
Spring 2021 |
API name of the field on the Vendor Invoice object used to determine whether a vendor invoice is automatically passed to Accounting as soon as it becomes eligible. This must be a checkbox or a formula checkbox field.
|
Text(255) |
"ffpsai__AutomaticallyPassToAccounting__c" |
VICompanyNotRequired__c |
VI Company Optional for Submit |
Pre-Spring 2018 |
When selected, the Company field is not required when submitting a vendor invoice for approval.
|
Checkbox |
false |
VICurrencyNotRequired__c |
VI Currency Optional for Submit |
Pre-Spring 2018 |
When selected, the Vendor Invoice Currency field is not required when submitting a vendor invoice for approval.
|
Checkbox |
false |
VIIAdditionalEligibilityField__c |
VII Additional Eligibility Field |
Fall 2021 |
API name of the field on the Vendor Invoice Item object used to determine whether a vendor invoice item is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.
|
Text(255) |
|
VIIGLANotRequired__c |
VII GLA Optional for Submit |
Pre-Spring 2018 |
When selected, the GLA Code field on vendor invoice items is not required when submitting a vendor invoice for approval.
|
Checkbox |
false |
VINumberNotRequired__c |
VI Invoice Number Optional for Submit |
Pre-Spring 2018 |
When selected, the Invoice Number field is not required when submitting a vendor invoice for approval.
|
Checkbox |
false |
VIVIISynchronousLimit__c |
VI VII Synchronous Limit |
Fall 2021 |
Maximum number of vendor invoice items in a vendor invoice that can be processed synchronously. If the number of items in a vendor invoice is greater than this number, the vendor invoice is always processed asynchronously (in the background) when creating a payable invoice or credit note.
|
Number(6,0) |
200 |