Payable Credit Note Fields

The Payable Credit Note and Payable Credit Note Expense Line Item objects are included in Accounting. For a description of the fields included in Accounting, see Payable Credit Note Fields.

Here is a description of the fields that SRP adds to the Payable Credit Note object.

Fields Added to the Payable Credit Note Object
Field	Description	Related Flows
Analysis 1-4	Text fields used for reporting, conceptually similar to Dimension 1-4 fields. If a matching field exists on the Vendor Invoice object, the value is automatically copied when the payable credit note is created from a vendor invoice. For more information, see Configuring Dimension and Analysis Fields in SRP.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes
Expense Report	Expense report the payable credit note relates to. Only populated if the credit note is created from an expense report.	Expense Reports to Payable Invoices or Credit Notes
Expense Report Resource	Resource the payable credit note relates to. This is the employee who is being reimbursed. Only populated if the credit note is created from an expense report.	Expense Reports to Payable Invoices or Credit Notes
Vendor Invoice	Vendor invoice the payable credit note relates to. Only populated if the credit note is created from a vendor invoice.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes

Payable Credit Note Expense Line Item Fields

Here is a description of the fields that SRP adds to the Payable Credit Note Expense Line Item object.

Key: R – Read-only, E – Only applicable when the integration is running in enhanced mode Closed 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., L – Only used when the integration is running in legacy mode Closed When SRP runs in legacy mode, it uses the older mechanism that were introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is deselected..

Fields Added to the Payable Credit Note Expense Line Item Object
Field		Description	Related Flows
Analysis 1-4		Text fields used for reporting, conceptually similar to Dimension 1-4 fields. If a matching field exists on the Vendor Invoice Item object, the value is automatically copied when the related payable credit note is created from a vendor invoice. For more information, see Configuring Dimension and Analysis Fields in SRP.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes
Automatically Pass to PSA	E	When selected, the payable credit note expense line item is automatically passed to PSA as soon as it becomes eligible.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Credit Note Currency	R	ISO code of the currency of the related payable credit note.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Credit Note Date	R	Date of the related payable credit note.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Expense		Expense the payable credit note expense line item relates to. Only populated if the related credit note is created from an expense report.	Expense Reports to Payable Invoices or Credit Notes
Gross Value	R	Total value of the payable credit note expense line item, including taxes, with the opposite sign. Calculated as (Net Value + Tax Value Total) * -1.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Miscellaneous Adjustment Name	R	Used to set the name of the miscellaneous adjustment created from the payable credit note expense line item. In enhanced mode, this is only used for the name of the miscellaneous adjustment with the "External Cost" transaction category. Populated with the name of the related payable credit note, followed by - and the name of the payable credit note expense line item. For example, PCR000006-5.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Pass to PSA	E	Controls whether the expense line is eligible for creating miscellaneous adjustments in PSA. When Recharge Customer is also selected, two miscellaneous adjustments are created. Otherwise, only a single miscellaneous adjustment is created with the "External Cost" transaction category.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Passed to PSA		Indicates whether the payable credit note expense line item has been passed to PSA.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Project		Project the payable credit note expense line item relates to.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Recharge Customer	E	When the payable credit note expense line is passed to PSA, this controls whether an additional miscellaneous adjustment is created with the "Pass-Through Ready-to-Bill Revenue" transaction category. This only applies when Pass to PSA is selected.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Recharge Misc. Adjustment Description	E R	Used to set the description of the miscellaneous adjustment created from the payable credit note expense line item with the Pass-Through Ready-to-Bill Revenue transaction category. Populated with Recharge - followed by the line description. For example, Recharge - Subcontractor credit.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Recharge Miscellaneous Adjustment Name	E R	Used to set the name of the miscellaneous adjustment created from the payable credit note expense line item with the Pass-Through Ready-to-Bill Revenue transaction category. Populated with Recharge - , followed by the name of the related payable credit note, -, and the name of the credit note expense line item. For example, Recharge - PCR000006-5.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Transaction Category	L	Transaction category of the miscellaneous adjustment created from the payable credit note expense line item. Note: You must ensure that this picklist has the same values as the Transaction Category picklist on the Miscellaneous Adjustment object.	Payable Credit Note Expense Line Items to Miscellaneous Adjustments
Vendor Invoice Item		Vendor invoice item the payable credit note expense line item relates to. Only populated if the related credit note is created from a vendor invoice.	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes

Buttons

Here is a description of the Lightning action and the button that SRP adds to the Payable Credit Note Expense Line Item object.

Lightning Action Added to the Payable Credit Note Expense Line Item Object
Action	Description
Create Miscellaneous Adjustment	Creates a miscellaneous adjustment from an eligible payable credit note expense line item. If Recharge Customer is selected, this creates two miscellaneous adjustments. Note: Only available when the integration is running in enhanced mode.