PSA Expense Report to Payable Credit Note ClickLink Rule

Note:

ClickLink 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 PSA Expense Report to Payable Credit Note ClickLink rule.

Default Field Values

Field

Value
ClickLink RulePSA Expense Report to Payable Credit Note
Source Objectpse__Expense_Report__c
Target Objectc2g__codaPurchaseCreditNote__c
Source Object Name FieldName
Target Object Name FieldName
Source Object Process Fieldffpsai__EligibleforPayableCreditNote__c
Source Object Processed Fieldffpsai__PassedToAccounting__c
Email TemplatePSAExpenseReporttoPayableCreditNote

ClickLink Mappings

Here are the default ClickLink mappings related to the PSA Expense Report to Payable Credit Note rule.

Default Mappings
Mapping TypeSource FieldMapping LiteralTarget Field
Source Fieldpse__Description__c c2g__CreditNoteDescription__c
Source FieldName c2g__AccountCreditNoteNumber__c
Source Fieldpse__Last_Expense_Date__c c2g__CreditNoteDate__c
Source Fieldffpsai__ExpenseReimbursementAccount__c c2g__Account__c
Source Fieldffpsai__OwnerCompany__c c2g__OwnerCompany__c
Source Fieldffpsai__ExpenseReportCurrency__c c2g__CreditNoteCurrency__c
Literal truec2g__DeriveDueDate__c
Literal truec2g__DerivePeriod__c
Literal In Progressc2g__CreditNoteStatus__c
Literal falsec2g__CopyAccountValues__c
Literal falsec2g__DeriveCurrency__c
Source FieldId ffpsai__ExpenseReport__c
Source Fieldpse__Resource__c ffpsai__ExpenseReportResource__c

ClickLink Buttons

Here are the default ClickLink buttons related to the PSA Expense Report to Payable Credit Note rule.

Default Buttons
DescriptionVisualforce Page
Create Payable Credit Note from Expense Reportffpsai__convertexpensereporttopcrn
Create Payable Credit Note from Expense Reportsffpsai__convertexpensereporttopcrns