Professional Services Automation Data Dictionary

Services_Credits_Purchase__c

Label: Services Credits Customer Purchase

Services Credits are a common currency that allows customers to purchase credits at any time to redeem them later towards a variety of firm, fixed-price, or packaged services when and as needed. The Services Credits Customer Purchase represents a defined number of credits that have been purchased at a given date, which share common properties, such as internal value, amount paid, start, and expiry dates.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Account__c Account Winter 2025 The account to which the services credits customer purchase relates to. This field cannot be edited because credits cannot be transferred from one account to another.

Looks up to: Account

Lookup false
Amount_Paid_per_Credit_Number__c Amount Paid per Credit Number Winter 2025 The amount paid for a single credit formatted as plain number. This field is auto-populated to match the Amount Paid per Credit field.

Number(18,2) false
Amount_Paid_per_Credit__c Amount Paid per Credit Winter 2025 The amount paid for a single credit. This amount can be the same as the credit's internal value or less than the internal value when credits are sold at a discount, or zero when credits have been given for free. This field cannot be edited because it has financial implications that need to be properly tracked.

Currency(18,2) true
Credits_Allocated__c Services Credits Allocated Winter 2025 The total number of services credits allocated. This field is automatically updated when services credits are allocated to specific pieces of work.

Summary
Credits_Available__c Services Credits Available Winter 2025 The total number of services credits available to be allocated to specific pieces of work. This number is calculated by deducting values in the Services Credits Allocated and Services Credits Expired fields from the value in the Number of Services Credits field.

Formula:
Number_of_Services_Credits__c - Credits_Allocated__c - Credits_Expired__c
Number(18,0) false
Credits_Expired__c Services Credits Expired Winter 2025 The total number of credits that have expired. This field is automatically updated when services credits are flagged as expired.

Summary
Description__c Description Winter 2025 LongTextArea(32000)
Expiry_Date__c Expiry Date Winter 2025 The date until when the services credits are available to be allocated to a piece of work. This field can be edited to accommodate changes resulting from re-negotiation for the credits.

Date false
Internal_Value_per_Credit_Number__c Internal Value per Credit Number Winter 2025 The value associated with a single credit, regardless of the amount that has been paid for the credit. This field is a Number type field and is auto-populated to match the Internal Value per Credit field.

Number(18,2) false
Internal_Value_per_Credit__c Internal Value per Credit Winter 2025 The value associated with a single credit, regardless of the amount that has been paid for the credit. This field cannot be edited as it has financial implications that need to be properly tracked.

Currency(18,2) true
Number_of_Services_Credits__c Number of Services Credits Winter 2025 The number of services credits purchased. This field cannot be edited because it has financial implications that need to be properly tracked.

Number(18,0) true
Start_Date__c Start Date Winter 2025 The date from which the services credits are available to use. This field can be edited to accommodate changes resulting from re-negotiation for the credits.

Date false


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