Services Credits Settings

The topic covers the settings that control the behavior of services credits in PSA.

Services Credits Settings Fields
Field Description Default
Allocate Credits with Past Expiry Date If selected, the services credits allocation process can consume available services credits on services credits customer purchase records that have an expiry date in the past. Deselected
Milestone Status: No Allocation Required A comma separated list of statuses of milestones that do not require the allocation of services credits specified on them. Each status in the list must be referenced by its API name. To specify milestones with no status, enter --None--. If blank, the statuses Planned, Canceled, and -None- are used. If not blank, only the statuses referenced in the field are used. For more information, see Managing Services Credits. Blank