Installations are carried out by the FinancialForce Onboarding team. To install the FinancialForce SRP Integration package, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
This release of SRP requires the following FinancialForce packages to be installed:
- FinancialForce Accounting Spring 2022 or newer
- FinancialForce Professional Services Automation Spring 2022 or newer
- FinancialForce ClickLink Spring 2019 or newer
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure FinancialForce SRP.
You must be logged in as an administrator or equivalent to perform the steps. Access the related help page and complete the tasks described.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 | Assign the required permissions to the relevant users. | Permission Sets and Other Technical Documentation |
| 2 | Ensure that each user creating Accounting documents from PSA records has access to each Accounting company that they operate in. | Accounting Companies and Currencies in SRP |
| 3 | Customize and assign SRP page layouts. | Setting up Page Layouts |
| 4 | Configure the SRP Integration Settings custom setting. | Configuring SRP Integration Settings |
| 5 | [Optional] Review the default mappings and customize field-level mappings. | Object and Field Mappings |
| 6 | Create expense type GLA mappings. | Creating Expense Type GLA Mappings |