Services_Credits_Settings__c
Label: Services Credits Settings Contains settings that control the behavior of services credits in PSA.
| 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.
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Checkbox |
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false |
| Allow_Manual_Allocations__c |
Enable Manual Allocation of Credits |
Spring 2025 |
If selected, enables the ability to allocate services credits to milestones manually. You can select which services credits customer purchase records the credits get drawn from. Additionally you can allocate to future dated credits.
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Checkbox |
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false |
| Expiry_Grace_Period__c |
Grace Period |
Spring 2025 |
The number of days until which services credits are prevented from expiring. You can manually expire credits on the last day of the grace period, and the bulk expiry will wait until the day after.
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Number(18,0) |
false |
0 |
| 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.
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Text(90) |
false |
"Planned,Canceled,--None--" |
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