Journal Fields
The Journal and Journal Line Item objects are included in Accounting. For a description of the fields included in Accounting, see
Here is a description of the fields that PSA – Accounting Connector adds to the Journal object.
Field | Description |
Related Flows |
---|---|---|
Miscellaneous Adjustment | Miscellaneous adjustment that the journal was created from. | Miscellaneous Adjustments to Journals |
Journal Line Item Fields
Here is a description of the fields that PSA – Accounting Connector adds to the Journal Line Item object.
Key: R – Read-only, E – Only applicable when the integration is running in enhanced mode 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..
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 Miscellaneous Adjustment object, the value is automatically copied when the related journal is created from a miscellaneous adjustment. For more information, see Configuring Dimension and Analysis Fields in PSA – Accounting Connector. |
Miscellaneous Adjustments to Journals | |
Automatically Pass to PSA | E | When selected, the journal line item is automatically passed to PSA as soon as it becomes eligible. | Journal Line Items to Miscellaneous Adjustments |
Journal Currency | R | ISO code of the currency of the related journal. | Journal Line Items to Miscellaneous Adjustments |
Journal Date | R | Date of the related journal. | Journal Line Items to Miscellaneous Adjustments |
Miscellaneous Adjustment Name | R |
Used to set the name of the miscellaneous adjustment created from the journal line item. Populated with the name of the related journal, followed by - and the name of the journal line item. |
Journal Line Items to Miscellaneous Adjustments |
Passed to PSA |
Indicates whether a matching miscellaneous adjustment exists in PSA. This field is selected in the following scenarios:
|
Journal Line Items to Miscellaneous Adjustments Miscellaneous Adjustments to Journals |
|
Project | Project the journal line item relates to. | Journal Line Items to Miscellaneous Adjustments | |
Send to PSA | Indicates whether to create a miscellaneous adjustment from the journal line item. | Journal Line Items to Miscellaneous Adjustments | |
Transaction Category |
Transaction category of the miscellaneous adjustment created from the journal line item. |
Journal Line Items to Miscellaneous Adjustments |
Buttons
Here is a description of the Lightning action and the button that PSA – Accounting Connector adds to the Journal Line Item object.
Action | Description |
---|---|
Create Miscellaneous Adjustment |
Creates a miscellaneous adjustment from an eligible journal line item. |
Button | Type | Description |
---|---|---|
Create Miscellaneous Adjustments | List Button | Creates miscellaneous adjustments from eligible journal line items. |