Rate_Card_Settings__c
Label: Rate Card Settings Configures the PSA rate card usage. Consult with Certinia Customer Support before changing this setting.
| Assignment_Rate_Matching_Fieldset__c |
Assignment Rate Card Matching Field Set |
Spring 2025 |
The API name of the Assignment field set containing the fields that, when edited, trigger rate card rematching for the assignment.
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Text(255) |
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| Disable_Matching__c |
Disable Rate Card Matching |
Winter 2025 |
Disable the matching of rate cards against assignments, resource requests and project task assignments.
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Checkbox |
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false |
| Match_Assignments_Async__c |
Match Assignments Asynchronously |
Winter 2025 |
Check to match rate cards against assignments asynchronously.
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Checkbox |
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false |
| Match_Resource_Requests_Async__c |
Match Resource Requests Asynchronously |
Winter 2025 |
Check to match rate cards against resource requests asynchronously.
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Checkbox |
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false |
| Remove_Rate_On_No_Rate_Card_Match__c |
Remove Rate On No Rate Card Match |
Spring 2025 |
If selected, records that do not match a rate card will have their associated rate values removed.
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Checkbox |
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false |
| Resource_Request_Rate_Matching_Fieldset__c |
Resource Request Rate Card Field Set |
Spring 2025 |
The API name of the Resource Request field set containing the fields that, when edited, trigger rate card rematching for the resource request.
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Text(255) |
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