Services Credits Settings

Use these settings to manage 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. False
Default SC Customer Purchases to Draft

If selected, new services credits customer purchases are marked as draft by default. Services credits on a draft purchase are not redeemable until the draft status is removed.

For more information, see:

 False
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. False
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
Hide Business Unit Column and Card

If selected, the Business Unit column and summary card in the Manage Services Credits window are hidden. We recommend enabling this setting if your processes do not use business units.

Note:

Ensure that the Enable Manual Allocation of Credits field is selected before selecting this field.

 False
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
Sync Amount Paid with Value per Credit

If selected, the Amount Paid per Credit field on services credits customer purchases automatically updates to match the value in the Value per Credit field. This overwrites any manually entered values when creating or saving services credits customer purchase records.

Note:

This setting aims to reduce manual input and the risk of potential data inconsistencies by automatically syncing the Amount Paid per Credit field with the Value per Credit field on services credits customer purchases. The Amount Paid per Credit is used to record the amount paid for a credit when it differs from the revenue specified in the Value per Credit field, which is the value that determines the amount that gets transferred to the Milestone Amount field on the related milestone. However, if the amount paid for a credit always matches its value in your processes, we recommend that you:

  • Enable this custom setting field.
  • Either remove the Amount Paid per Credit field from any relevant layouts or, if you prefer to keep the field, ensure it is not required at the page layout level.
 False