Create Sales Credit Note from Billing Event Rule

Note:

Integration rules are only used 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.. 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., PSA – Accounting Connector uses Foundations mappings. For more information, see Object and Field Mappings.

Here are the field values for the Create Sales Credit Note from Billing Event rule.

Default Field Values

Field	Value
Name	Create Sales Credit Note from Billing Event
Source Object	pse__Billing_Event__c
Target Object	Sales Credit Note
Source Detail Object	pse__Billing_Event_Item__c
Target Detail Object	Sales Credit Note Line Item
Relationship Source Field	pse__Billing_Event__c
Relationship Target Field	c2g__CreditNote__c

Master Object Field Mappings

Here are the default master (header) object mappings related to the Create Sales Credit Note from Billing Event integration rule.

Default Master Object Field Mappings

Source Field	Target Field
Account	Account
Billing Event Currency	Credit Note Currency
Company	Company
Currency ISO Code	Currency ISO Code
Record ID	Billing Event

Detail Object Field Mappings

Here are the default detail (line item) object mappings related to the Create Sales Credit Note from Billing Event integration rule.

Default Detail Object Field Mappings

Source Field	Target Field
Description	Line Description
Quantity	Quantity
Record ID	Billing Event Item
Services Product	Product Name
Unit Price - Credit	Unit Price