Miscellaneous Adjustment Settings

You can control miscellaneous adjustment A catch-all business record that allows you to correct data entry errors or adjust transactions. behavior using the Miscellaneous Adjustment configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature.. Use these settings to manage miscellaneous adjustment behavior.

Field	Description	Default Value
auto-share-with-project-manager-user	Defines the level of sharing with the project manager for newly created miscellaneous adjustments. You can choose from the values None, Read or Edit.	None
auto-share-with-project-resources	Defines the level of sharing with assigned project resources for newly miscellaneous adjustments. You can choose from the values None, Read or Edit.	None
billable-expense-budget-categories	When using budget allocations to track the consumption of individual budgets, miscellaneous adjustments belonging to categories in this list are allocated to the billable expenses budget specified in their related budget allocation. For more information, see Track Consumption of Individual Budgets. Warning: Do not remove categories from this list once billing events have been released. Doing so might jeopardize the validity of a billing event's customer reference.	Pass-Through Ready-to-Bill Revenue
non-billable-expense-budget-categories	When using budget allocations to track the consumption of individual budgets, miscellaneous adjustments belonging to categories in this list are allocated to the non-billable expenses budget specified in their related budget allocation. For more information, see Track Consumption of Individual Budgets.	-
update-approver-on-edit	Indicates whether the Approver field on an miscellaneous adjustment is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToMiscellaneousAdjustmentApprover configuration option in the ASM Triggers Automated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..	true

These settings in the Actuals configuration group control where transactions generated by miscellaneous adjustments roll up to.

Field	Description
Categories	The categories settings contains a list of categories in the transaction object to be rolled up to that transaction object. For instance, the BookingsCategories setting in the Actuals configuration group has one value:  Booked Revenue. This means that transactions with the category Booked Revenue roll up to Bookings in actuals.
Disabled	The disabled settings in the Actuals configuration group contain lists of entity names to which transactions are not rolled up to for that actuals category.
IgnoreCategories	Contains values for each transaction that is not to be rolled up to any actuals. Two default values are provided: Budgeted Expense Cost Budgeted Cost While these transactions remain in the system, they do not roll up to any Actuals values by default.

The Billing Event Generation process only picks up eligible miscellaneous adjustments with categories listed in the miscellaneousAdjustmentCategories configuration option in the Billings configuration group. By default, only Ready-to-Bill Revenue is included in the BillingsCategories configuration option in the Actuals configuration group. This means that only transactions relating to miscellaneous adjustments of that category get rolled up into the Billings actuals category. When the transactions get billed or invoiced, they additionally roll up to the Billed and Invoiced Actuals buckets. Roll-ups are also dependent on Include in Financials eligibility.

The Actuals Types configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. contains configuration options that define the period types for which actuals records are created for Regions, Practices, Groups, Projects and Resources. See Actuals Settings.