Professional Services Automation Data Dictionary

pse__Services_Credits_Allocation__c

Label: Services Credits Allocation

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 Allocation represents the number of credits that are assigned to a particular piece of work such as milestones and are generated as part of the process of redeeming the credits. Different services credits customer purchase records can contribute to the same services credits allocation record.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Account__c Account Winter 2025 The account to which the services credits allocation relates.

Looks up to: Account

Lookup false
pse__Allocation_Type__c Allocation Type Winter 2025 The allocation type for the services credits. If the record is the result of assigning credits to a piece of work, its type is Allocated. If the record is the result of flagging credits as expired without associating them with a piece of work, its type is Expired.

Picklist:
Allocation
Expiry
true
pse__Amount_Paid_for_Credits_Number__c Amount Paid for Credits Number Winter 2025 For system use. Used to convert the currency value in the Amount Paid for Credits field into a number value.

Summary
pse__Amount_Paid_for_Credits__c Amount Paid for Credits Winter 2025 The total amount paid for the allocated credits.

Summary
pse__Internal_Value_of_Credits_Number__c Value of Credits Number Winter 2025 For system use. Used to convert the currency value in the Value of Credits field into a number value.

Summary
pse__Internal_Value_of_Credits__c Value of Credits Winter 2025 The total value of the allocated credits.

Summary
pse__Milestone__c Milestone Winter 2025 The milestone to which the services credits are allocated.

Looks up to: pse__Milestone__c
Lookup false
pse__Recognition_Method__c Recognition Method Spring 2025 The recognition method to apply to this record for Services Forecasting.

Picklist false
pse__Services_Credits_Allocated__c Services Credits Allocated Winter 2025 The number of services credits allocated to a particular piece of work, such as Milestones.

Summary


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