SECTIONSDeferred Revenue Reporting Billings Input Fields
Input fields are the foundation of the Deferred Revenue Reporting Billings dataset. These fields are extracted from your org and from existing Analytics datasets by the recipe when you create the Engagement Analytics app. The data is then processed to populate your app's dataset.
Base Objects
The Engagement Analytics recipe combines the data from the several PSA objects with data from your existing Project Reporting dataset from PS Cloud Core Analytics to extract field information.
The following PSA objects are imported:
- Billing Event
- Billing Event Item
The recipe also imports the Salesforce Currency Type object.
Currency Type Object
These are the fields retrieved from the Currency Type object:
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Conversion Rate | ConversionRate | We use this to convert the Amount value of the billing event item back to its original currency. |
| Currency ISO Code | IsoCode | We use this to link the currency type to the billing event item. |
Billing Event and Billing Event Item Objects
These are the main fields retrieved from the Billing Event and Billing Event Item objects in PSA. For more information about these fields, see Billing Fields.
| Field Label | Field API Name | Description |
|---|---|---|
| Date | pse__Date__c | We use this field to populate the Billing Date field in the resulting dataset. |
| Invoiced | pse__Invoiced__c | We use this field to populate the Status field in the resulting dataset. |
| Name | Name | We use this field to populate the Billing Event Number field in the resulting dataset. |
| Record ID | Id |
We use this field to join the billing event with its child billing event item records. We also use this field to populate the Billing Event ID field in the resulting dataset. |
| Released | pse__Is_Released__c | We use this field to populate the Status field in the resulting dataset. |
| Field Label | Field API Name | Description |
|---|---|---|
| Amount | pse__Amount__c | We use this field to populate the Amount Billed (Document) and Amount Billed (Dual) fields in the resulting dataset. |
| Billing Event | pse__Billing_Event__c | We use this field to join the billing event item with its parent billing event record. |
| Expense | pse__Expense__c |
We use this field to link the billing event item to the expense record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
| Milestone | pse__Milestone__c |
We use this field to link the billing event item to the milestone record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
| Miscellaneous Adjustment | pse__Miscellaneous_Adjustment__c |
We use this field to link the billing event item to the miscellaneous adjustment record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
| Name | Name | We use this field to populate the Description field in the resulting dataset. |
| Record ID | Id | We use this field to populate the Billing Event Item ID field in the resulting dataset. |
| Summary | pse__Summary__c | We use this field to populate the Description field in the resulting dataset. |
| Timecard Split | pse__Timecard_Split__c |
We use this field to link the billing event item to the timecard split record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
Project Reporting Dataset
These are the fields retrieved from the Project Reporting dataset. For more information about these fields, see Project Reporting Dataset Output Fields.
| Label | Name | Description |
|---|---|---|
| Account ID | AccountId | These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset. |
| Account Name | AccountName | |
| End Date | EndDate | |
| Project Exchange Rate | ValueProjectExchangeRate | |
| Start Date | StartDate | |
| Actuals Template ID | ActualsTemplateID | We use this field to populate the Template ID field in the resulting dataset. |
| Currency ISO Code | CurrencyIsoCode | We use this field to populate the Source Currency field in the resulting dataset. |
| Name | Name | We use this field to populate the Object Name field in the resulting dataset. |
| Object Type | ProjectReportingType |
We use this field to populate the Object Type field in the resulting dataset. We also use this field to filter out records that are not required. |
| Project Billed Amount | ValueProjectBilled | We use this field to populate the Source Billed Amount field in the resulting dataset. |
| Project Billings | ValueProjectBillings | We use this field to populate the Source Billings field in the resulting dataset. |
| Project Company ID | ProjectCompanyId | We use this field to populate the Company ID field in the resulting dataset. |
| Project Company Name | ProjectCompanyName | We use this field to populate the Company Name field in the resulting dataset. |
| Project ID | ProjectId | We use this field to populate the Source ID field in the resulting dataset. |
| Project Name | ProjectName | We use this field to populate the Source Name field in the resulting dataset. |
| Project Start Date | ProjectStartDate | We use this field to populate the Source Start Date field in the resulting dataset. |
| Record ID | RecordId |
We use this field to populate the Object ID field in the resulting dataset. We also use this field to join the Project Reporting data with the records directly retrieved from PSA objects. |