Customizing Record Eligibility Criteria in Legacy Mode

Note:

This only applies when PSA – Accounting Connector is running in legacy mode 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.. If the connector runs in enhanced mode, see Defining Additional Record Eligibility Criteria in Enhanced Mode.

In legacy mode, PSA – Accounting Connector uses header-level ClickLink rules to control which PSA records are eligible for being passed to Accounting and vice-versa. This is determined by the value of Source Object Process Field defined for the ClickLink rule.

For example, the default value of Source Object Process Field for the PSA Vendor Invoice to Payable Invoice rule is ffpsai__EligibleForPayableInvoice__c. This means that only vendor invoices with the Eligible For Payable Invoice field set to 1 can be passed to Accounting.

If you require additional validation before a record is processed by PSA – Accounting Connector, you can customize the relevant ClickLink rules. For more information about the default PSA – Accounting Connector ClickLink rule definitions, see Default PSA – Accounting Connector ClickLink Rules (Legacy Mode).

You can use an existing field on the source object or create your own custom field. In either case, the field must be of one of the following types:

• Checkbox
• Formula checkbox
• Formula number
• Number

Note:

If you use a number or formula number field, when the field is set to 1, ClickLink and PSA – Accounting Connector treat the value as true. Any other value, for example 0, is treated as false.

For more information about the fields that PSA – Accounting Connector adds to existing objects, see Fields, Actions, and Buttons.

To change the field which controls the eligibility criteria of a record:

1. Click the ClickLink Rules tab.
2. Open the ClickLink rule that you want to change. For example, PSA Vendor Invoice to Payable Invoice.
3. Click Edit.
4. For Source Object Process Field, enter the API name of a field on the source object. For example, Pass_To_Accounting__c.
5. Click Save.
6. If appropriate, repeat steps 2-4 to set the same field for the related credit note rule. In our example, this is PSA Vendor Invoice to Payable Credit Note.

For more information about ClickLink rules, see Working with ClickLink Rules.