Professional Services Automation Data Dictionary

Services_Credits_Settings__c

Label: Services Credits Settings

Contains settings that control the behavior of services credits in PSA.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Allocate_Credits_With_Past_Expiry_Date__c Allocate Credits with Past Expiry Date Winter 2025 If selected, the services credits allocation process consumes the relevant services credits that are available even when their expiry date is in the past.

Checkbox false
Milestone_Status_No_Allocation_Required__c Milestone Status: No Allocation Required Winter 2025 A comma separated list of statuses of milestones that do not require the allocation of services credits specified on them. Each status in the list must be referenced by its API name. To specify milestones with no status, enter --None--. By default, the milestone statuses Planned, Canceled, and —None– are considered.

Text(90) false "Planned,Canceled,--None--"


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