SECTIONSServices Credits Settings
The topic covers the settings that control the behavior of services credits in PSA.
| 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 |
| Enable Manual Allocation of Credits | If selected, enables the ability to allocate services credits to milestones manually. You can select which services credits customer purchase records the credits get drawn from. Additionally you can allocate future dated credits. | Deselected |
| Grace Period | The number of days until which services credits are prevented from expiring. You can manually expire credits on the last day of the grace period, whereas the bulk expiry process will wait until the day after the end of the grace period. | 0 |
| 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 |