Create Sales Credit Note from Billing Event Rule

Note:

Integration rules are only used in legacy modeClosed When PSA – Accounting Connector runs in legacy mode, it uses the older mechanism that was 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 PSA – Accounting Connector Settings custom setting is deselected.. In enhanced modeClosed When PSA – Accounting Connector 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 PSA – Accounting Connector Settings custom setting is selected., PSA – Accounting Connector uses Foundations mappings. For more information, see Object and Field Mappings.

Here are the field values for the Create Sales Credit Note from Billing Event rule.

Default Field Values

Field

Value
Name Create Sales Credit Note from Billing Event
Source Object pse__Billing_Event__c
Target Object Sales Credit Note
Source Detail Object pse__Billing_Event_Item__c
Target Detail Object Sales Credit Note Line Item
Relationship Source Field pse__Billing_Event__c
Relationship Target Field c2g__CreditNote__c

Master Object Field Mappings

Here are the default master (header) object mappings related to the Create Sales Credit Note from Billing Event integration rule.

Default Master Object Field Mappings
Source Field Target Field
Account Account
Billing Event Currency Credit Note Currency
Company Company
Currency ISO Code Currency ISO Code
Record ID Billing Event

Detail Object Field Mappings

Here are the default detail (line item) object mappings related to the Create Sales Credit Note from Billing Event integration rule.

Default Detail Object Field Mappings
Source Field Target Field
Description Line Description
Quantity Quantity
Record ID Billing Event Item
Services Product Product Name
Unit Price - Credit Unit Price