Defining Additional Record Eligibility Criteria in Enhanced Mode

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 validates source records before executing a flow. This ensures that only eligible records are passed from PSA to Accounting and vice-versa. If a record is not eligible, PSA – Accounting Connector displays an error message that helps users make the record eligible, or it automatically excludes the record from a scheduled execution. For flows that process both header and line-level records, non-eligible line records are excluded from the resulting Accounting document. Note that the header-level record is not eligible unless it contains at least one eligible line record.

By default, PSA – Accounting Connector contains a set of predefined eligibility criteria for each flow. You can define additional criteria that are applied on top of the default criteria. For example, you might have a custom checkbox field on the Billing Event object that determines whether a billing event is ready for invoicing. Similarly, you might have a formula checkbox field on the Billing Event Item object that determines whether a billing event item can be passed to Accounting. You can define these fields in the appropriate custom setting fields to apply your custom validation.

To configure additional eligibility criteria for a flow:

  1. Create a checkbox or a formula checkbox field on the source object. For example, on the Billing Event object.
  2. Enter the API name of your custom field in the appropriate field on the PSA – Accounting Connector Settings custom setting. For example, in BE Additional Eligibility Field.
Warning:

The custom field must be a checkbox or a formula checkbox field.

The sections below provide more information about the default eligibility criteria for each flow and the custom setting fields used to define the additional criteria field.