SECTIONSSyncing Practices to Dimension 2 Records
If the Sync Practices to Dimension 2 Records flow is enabled, PSA – Accounting Connector automatically creates and updates dimension 2 records when you create or update a practice.
For more information about these objects, see the following:
How is the Accounting Reporting Code Field Populated for a Practice?
In Accounting, each dimension record has a reporting code that must be unique. This is used alongside the dimension name to uniquely identify the dimension and is often included in reports.
PSA – Accounting Connector adds the Accounting Reporting Code field to the Practice object. This field is mapped to the Reporting Code field on a dimension.
With the flow enabled, when you create or update a practice, if the Accounting Reporting Code field is empty, PSA – Accounting Connector automatically populates it with the name of the practice. Because the reporting code has a limit of 24 characters, if the value is longer, it is automatically truncated. In addition, the value must be unique.
How Can I Create Dimensions from Practices?
If the Sync Practices to Dimension 2 Records flow is enabled, dimension 2 records are automatically created when you create a practice. This means that, unlike most PSA – Accounting Connector flows, there isn't a record page button, a list view button, or a scheduled process. The flow runs in real time.
In addition, if you change the value of the Practice Name, Accounting Reporting Code, or Dimension 2 fields on a practice, the matching dimension 2 record is automatically updated.
Can I Map Existing Dimension and Practice Records?
If you manually created a matching dimension for each practice in your org, you can manually correlate them. You can do this by populating the Dimension 2 lookup field on each practice record.
What Information is Passed from a Practice to a Dimension?
The following table lists how fields on the Practice object map to the relevant fields on the Dimension 2 object.
|
Practice Field |
Dimension 2 Field |
|---|---|
| Practice Name | Dimension 2 Name |
| Accounting Reporting Code | Reporting Code |
| Currency ISO Code | Currency ISO Code |
| Dimension 2 | Record ID |
| Record ID | Practice |