Services Credits Customer Purchase Fields

The Services Credits Customer Purchase object includes the following fields.

Key: * – Mandatory field; R – Read-only

Services Credits Customer Purchase Fields
Field Key Description
Account * The account to which the services credits customer purchase relates. Credits cannot be transferred from one account to another, so this field cannot be edited once the purchase record is saved unless the purchase is marked as a draft.
Amount Paid per Credit  

The amount paid for a single services credit. Use this field to record the amount paid per credit if it differs from the revenue per credit specified in the Value per Credit field. Automatically updates to match the value in the Value per Credit field when Sync Amount Paid with Value per Credit is enabled on the Services Credits Settings custom setting. This overwrites any manually entered values.

Due to its financial implications, this field cannot be edited once the purchase record is saved unless the purchase is marked as a draft.

You must manually complete this field unless Sync Amount Paid with Value per Credit is enabled on the Services Credits Settings custom setting. For more information, see Sync Amount Paid with Value per Credit.
Amount Paid per Credit Number R For system use. Used to convert the currency value in the Amount Paid per Credit field into a number value. This field is automatically populated.
Services Credits Business Unit  

The services credits business unit that relates to the services credits customer purchase.

The account on the specified business unit must match the purchase's account. You can edit this field at any time, regardless of whether the purchase is a draft or if credits have been consumed.

Note:

Specifying a business unit restricts credit allocation. The credits on the purchase can only be allocated to milestones on projects with the same business unit. If you leave this field blank, the credits on the purchase can be allocated to milestones on any project, regardless of its business unit assignment.
Description   The description for the services credits customer purchase record.
Draft   If selected, the services credits customer purchase record is marked as draft, making its fields editable. While in draft status, the services credits on the services credits customer purchase cannot be allocated or expired.
Expiry Date * The date until when the services credits are available to be allocated to a piece of work.
Value per Credit *

The monetary value of a single services credit. This value represents the revenue per credit. The services credits allocation process uses this value to calculate the milestone amount for the milestones the credits are allocated to.

Due to its financial implications, this field cannot be edited once the purchase record is saved unless the purchase is marked as a draft.
Value per Credit Number R For system use. Used to convert the currency value in the Value per Credit field into a number value. This field is automatically populated.
Number of Services Credits * The number of services credits purchased. It must be a whole number greater than zero. Due to its financial implications, this field cannot be edited once the purchase record is saved unless the purchase is marked as a draft.
Opportunity Product   The opportunity product associated with this Service Credit Customer Purchase object.
Recognition Method  

Recognition method to apply to this record for Services Forecasting. The options available are:

  • Deliverable
  • % Complete
  • Equal Split: Months
  • Equal Split: Months/Actual Days in Part Periods
  • Equal Split: Months/Part Periods
  • Equal Split: Days
  • Equal Split: 4,4,5
Note:

This is a global picklist that is on several objects used in Services Forecasting.
Sales Invoice Paid   If selected, reflects the related sales invoice as paid. The field is automatically populated from PSA - Accounting Connector package.
Services Credits Allocated R The number of services credits that have been allocated to work.
Services Credits Expired R The number of services credits that have expired.
Services Credits Available R The number of services credits available for consumption. This is calculated using the formula: Number of Services Credits - Services Credits Allocated - Services Credits Expired
Start Date * The date from which the services credits are available to use.

Buttons

Buttons
Button Description
Clone Clones the services credits customer purchase record.
Delete Deletes the services credits customer purchase record.
Edit Edits the services credits customer purchase record.
Expire Button on the Expire Services Credits window.
Expire Services Credits Expires all services credits still available if the services credits customer purchase record has reached its expiry date.
New Creates a new services credits customer purchase record.