Miscellaneous Adjustment Fields

The Miscellaneous Adjustment object is included in PSA. For a description of the fields included in PSA, see Miscellaneous Adjustment Fields.

Here is a description of the fields that SRP adds to the Miscellaneous Adjustment object and the integration flows that they are used in.

Key: R – Read-only, E – Only applicable when the integration is running in enhanced modeClosed When SRP runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is selected..

Fields Added to the Miscellaneous Adjustment Object
Field

 

Description

Related Flows

Automatically Pass to Accounting E When selected, the miscellaneous adjustment is automatically passed to Accounting as soon as it becomes eligible. Miscellaneous Adjustments to Journals
Balancing Amount R

Amount for the balancing journal line item.

This is the Amount with the opposite sign.

Miscellaneous Adjustments to Journals
Balancing GLA Code  

General ledger account for the balancing journal line item.

Automatically populated from the MA Default Balancing GLA custom setting field.

Miscellaneous Adjustments to Journals
Company  

Accounting company the miscellaneous adjustment relates to.

Depending on the integration flow, this is either:

  • Automatically populated from the related project. Depending on the value of the Company Source for BE, ER, and MA custom setting field, the company is populated from the region, practice, or group related to the project. This only applies when creating a journal from a miscellaneous adjustment.
  • Copied from the Accounting line item, when the miscellaneous adjustment is created from Accounting. This can be a journal line item, a payable invoice expense line item, or a payable credit note expense line item.

Miscellaneous Adjustments to Journals

Journal Line Items to Miscellaneous Adjustments

Payable Credit Note Expense Line Items to Miscellaneous Adjustments

Payable Invoice Expense Line Items to Miscellaneous Adjustments

Eligible for Journal R

Indicates whether the miscellaneous adjustment is eligible for creating a journal (1) or not (0).

Set to 1 when all the following fields are selected:

  • Approved
  • Include in Financials
Miscellaneous Adjustments to Journals
Journal Line Item   Journal line item the miscellaneous adjustment was created from. Journal Line Items to Miscellaneous Adjustments
Miscellaneous Adjustment Currency  

Accounting currency that relates to the miscellaneous adjustment.

Automatically set to the Accounting currency linked to the company that has the same ISO code as the Currency field.

Miscellaneous Adjustments to Journals
Miscellaneous Adjustment GLA Code  

General ledger account related to the miscellaneous adjustment.

Depending on the integration flow, this is:

  • Used for the default journal line item, when a journal is created from the miscellaneous adjustment.
  • Copied from the Accounting line item, when the miscellaneous adjustment is created from Accounting. This can be a journal line item, a payable invoice expense line item, or a payable credit note expense line item.
  • Used to populate the GLA Code field of the vendor invoice item created from the miscellaneous adjustment. If this field is blank, the Miscellaneous Adjustment GLA Code defined for the related project is used.

Miscellaneous Adjustments to Journals

Journal Line Items to Miscellaneous Adjustments

Payable Credit Note Expense Line Items to Miscellaneous Adjustments

Payable Invoice Expense Line Items to Miscellaneous Adjustments

Vendor Invoices to Payable Invoices or Credit Notes

Passed To Accounting  

Indicates whether a matching record for the miscellaneous adjustment exists in Accounting.

This field is selected in any of the following scenarios:

  • When a journal is created from the miscellaneous adjustment.
  • When the miscellaneous adjustment was created from a journal line item.
  • When the miscellaneous adjustment was created from a payable credit note expense line item.
  • When the miscellaneous adjustment was created from a payable invoice expense line item.

Miscellaneous Adjustments to Journals

Journal Line Items to Miscellaneous Adjustments

Payable Credit Note Expense Line Items to Miscellaneous Adjustments

Payable Invoice Expense Line Items to Miscellaneous Adjustments

Payable Credit Note Expense Line Item   Payable credit note expense line item the miscellaneous adjustment was created from. Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Payable Invoice Expense Line Item   Payable invoice expense line item the miscellaneous adjustment was created from. Payable Invoice Expense Line Items to Miscellaneous Adjustments
Services Product  

Product or service for the billing event item created for the miscellaneous adjustment.

If this field is blank, the Services Product defined for the related project is used.

Billing Events to Sales Invoices or Credit Notes

Buttons

Here is a description of the Lightning action and the buttons that SRP adds to the Miscellaneous Adjustment object.

Lightning Action Added to the Miscellaneous Adjustment Object
Action Description
Create Journal

Creates a journal from an eligible miscellaneous adjustment.

Notes:
  • Only available when the integration is running in enhanced mode.
  • This Lightning action replaces the Create Journal detail page button.
Buttons Added to the Miscellaneous Adjustment Object
Button Type Description
Create Journal Detail Page Button Creates a journal from an eligible miscellaneous adjustment.
Create Journals List Button Creates journals from eligible miscellaneous adjustments.