pse__Services_Credits_Purchase__c

Label: Services Credits Customer Purchase

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 Customer Purchase represents a defined number of credits that have been purchased at a given date, which share common properties, such as internal value, amount paid, start, and expiry dates.

Field Name	Field Label	Created in Version	Description	Type	Required	Default Value
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	For system use. Used to convert the currency value in the Amount Paid per Credit field into a number value. This field is automatically populated.	Number(18,2)	false
pse__Amount_Paid_per_Credit__c	Amount Paid per Credit	Winter 2025	The amount paid for a single services credit. Used to record the amount paid per credit if it differs from the revenue per credit specified in the Value per Credit field. Automatically updates to match the value in the Value per Credit field when Sync Amount Paid with Value per Credit is enabled on the Services Credits Settings custom setting.	Currency(18,2)	false
pse__Business_Unit__c	Services Credits Business Unit	Winter 2026	The services credits business unit that relates to the services credits customer purchase. Looks up to: pse__Business_Unit__c	Lookup	false
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__Draft__c	Draft	Winter 2026	If selected, the services credits customer purchase record is marked as draft, making its fields editable. While in draft status, services credits on the services credits customer purchase cannot be consumed or expired.	Checkbox		false
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	Value per Credit Number	Winter 2025	For system use. Used to convert the currency value in the Value per Credit field into a number value. This field is automatically populated.	Number(18,2)	false
pse__Internal_Value_per_Credit__c	Value per Credit	Winter 2025	The monetary value of a single services credit. This value represents the revenue per credit. The services credits allocation process uses this value to calculate the milestone amount for the milestones the credits are allocated to.	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 Services 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