Professional Services Automation Object Model Diagrams
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Objects
Assignment and Milestone
Backlog
Billing Batch
Billing Event Items
Billing Events
Budget Allocation
Budgets
Calendar Events
Enhanced Forecasting Setup
Enhanced Services Forecasting
Expenses
Experiences
Groups
Monthly Availabilities
Permission Controls
Planner Filters
Portfolio
Practices
Project Tasks
Project Versions
Projects
RAID
Regions
Resource (Contact)
Resource Actuals
Resource Requests
Revenue Recognition Forecast Versioning
Schedule and Rate Card
Services Credits
Services Deliverables
Services Forecasting
SF Objects
Shortlists
Skills
Teams
Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Timer
Transactions
Utilization
Utilization Analytics
Vendor Invoices
G
Services_Credits_Allocation__c
Services Credits Allocation
+!!Services Credits Allocation Name!!Name
-!!Account!!Account__c
-!!Allocation Type!!Allocation_Type__c
-!!Amount Paid for Credits!!Amount_Paid_for_Credits__c
-!!Amount Paid for Credits Number!!Amount_Paid_for_Credits_Number__c
-!!Milestone!!Milestone__c
-!!Recognition Method!!Recognition_Method__c
-!!Services Credits Allocated!!Services_Credits_Allocated__c
-!!Value of Credits!!Internal_Value_of_Credits__c
-!!Value of Credits Number!!Internal_Value_of_Credits_Number__c
Account
Account
Services_Credits_Allocation__c->Account
Services_Credits_Consumption__c
Services Credits Consumption
+!!Services Credits Consumption Name!!Name
-!!Account!!Account__c
#!!Amount Paid for Credits!!Amount_Paid_for_Credits__c
#!!Amount Paid for Credits Number!!Amount_Paid_for_Credits_Number__c
-!!Amount Paid per Credit!!Amount_Paid_per_Credit__c
-!!Amount Paid per Credit Number!!Amount_Paid_per_Credit_Number__c
-!!Consumption Type!!Consumption_Type__c
-!!Manually Allocated!!Manually_Allocated__c
-!!Services Credits Allocation!!Services_Credits_Allocation__c
-!!Services Credits Consumed!!Services_Credits_Consumed__c
-!!Services Credits Customer Purchase!!Services_Credits_Purchase__c
#!!Value of Credits!!Internal_Value_of_Credits__c
#!!Value of Credits Number!!Internal_Value_of_Credits_Number__c
-!!Value per Credit!!Internal_Value_per_Credit__c
-!!Value per Credit Number!!Internal_Value_per_Credit_Number__c
Services_Credits_Consumption__c->Services_Credits_Allocation__c
Services_Credits_Purchase__c
Services Credits Customer Purchase
+!!Services Credits Customer Purchase Name!!Name
-!!Account!!Account__c
-!!Amount Paid per Credit!!Amount_Paid_per_Credit__c
-!!Amount Paid per Credit Number!!Amount_Paid_per_Credit_Number__c
-!!Description!!Description__c
-!!Draft!!Draft__c
-!!Expiry Date!!Expiry_Date__c
-!!Number of Services Credits!!Number_of_Services_Credits__c
-!!Opportunity Product!!Opportunity_Product__c
-!!Recognition Method!!Recognition_Method__c
-!!Sales Invoice Paid!!Is_Sales_Invoice_Paid__c
-!!Services Credits Allocated!!Credits_Allocated__c
#!!Services Credits Available!!Credits_Available__c
-!!Services Credits Business Unit!!Business_Unit__c
-!!Services Credits Expired!!Credits_Expired__c
-!!Start Date!!Start_Date__c
-!!Value per Credit!!Internal_Value_per_Credit__c
-!!Value per Credit Number!!Internal_Value_per_Credit_Number__c
Services_Credits_Consumption__c->Services_Credits_Purchase__c
Services_Credits_Consumption__c->Account
Services_Credits_Purchase__c->Account
Services_Credits_Settings__c
Services Credits Settings
-!!Allocate Credits with Past Expiry Date!!Allocate_Credits_With_Past_Expiry_Date__c
-!!Default SC Customer Purchases to Draft!!Default_Purchase_to_Draft__c
-!!Enable Manual Allocation of Credits!!Allow_Manual_Allocations__c
-!!Grace Period!!Expiry_Grace_Period__c
-!!Hide Business Unit Column and Card!!Remove_Business_Unit_Fields__c
-!!Milestone Status: No Allocation Required!!Milestone_Status_No_Allocation_Required__c
-!!Sync Amount Paid with Value per Credit!!Sync_Amount_Paid_With_Value_Per_Credit__c
Milestone__c
Milestone
Milestone__c->Services_Credits_Allocation__c
Milestone__c->Account
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