| pse__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 |
|
| pse__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 |
|
| pse__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 |
|
| pse__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 |
|
|
| pse__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:
pse__Number_of_Services_Credits__c - pse__Credits_Allocated__c - pse__Credits_Expired__c
|
Number(18,0) |
false |
|
| pse__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 |
|
|
| pse__Description__c |
Description |
Winter 2025 |
|
LongTextArea(32000) |
|
|
| pse__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 |
|
| pse__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 |
|
| pse__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 |
|
| pse__Is_Sales_Invoice_Paid__c |
Sales Invoice Paid |
Summer 2025 |
If selected, reflects the related sales invoice as paid. This field is automatically populated from PSA – Accounting Connector package.
|
Checkbox |
|
false |
| pse__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 |
|
| pse__Opportunity_Product__c |
Opportunity Product |
Summer 2025 |
The opportunity product associated with this Service Credit Customer Purchase.
Looks up to: OpportunityLineItem
|
Lookup |
false |
|
| pse__Recognition_Method__c |
Recognition Method |
Spring 2025 |
The recognition method to apply to this record for revenue forecasting.
|
Picklist |
false |
|
| pse__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 |
|
