| Allow_Deletion_of_Assignments__c |
Allow Deletion of Assignments |
Winter 2024 |
Delete PSA Assignments in Concur.
|
Checkbox |
false |
| Allow_Deletion_of_Projects__c |
Allow Deletion of Projects |
Winter 2024 |
Delete PSA Projects in Concur.
|
Checkbox |
false |
| Allow_Deletion_of_Resources__c |
Allow Deletion of Resources |
Winter 2024 |
Delete PSA Resources in Concur.
|
Checkbox |
false |
| Concur_Polling_Frequency__c |
Concur Polling Frequency (Minutes) |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
Email address for receiving error notifications if the Connector with Concur fails.
|
Email |
|
| Expense_Report_Sync_Status__c |
Expense Report Sync Status |
Winter 2024 |
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 |
Winter 2024 |
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? |
Winter 2024 |
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? |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
Synchronizes the empty expense reports created from Concur to PSA.
|
Checkbox |
true |
| Sync_Expense_Images__c |
Sync Expense Images from Concur |
Winter 2024 |
If selected, synchronize the expense images from Concur to PSA.
|
Checkbox |
false |
| Sync_Expense_Report_Level_Images__c |
Sync Expense Report Level Images |
Winter 2024 |
When selected, synchronize the Concur Expense report level Images with PSA.
|
Checkbox |
false |
| Sync_Project_Manager__c |
Sync Project Managers |
Winter 2024 |
Sync Project Manager when syncing PSA Projects to Concur.
|
Checkbox |
false |
| Use_Salesforce_Advanced_Multi_Currency__c |
Use Salesforce Advanced Multi Currency |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
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 |
Winter 2024 |
Specifies the name of Concur field used for PSA resource-assignment linked list
|
Text(255) |
'Resource-Assignment' |
