Billing Settings

Setting	Description
appendGeneratedItems	Indicates whether billing events and batches are to be kept open when an existing one matches the account, project or currency. When this setting is set to true, new billing items are appended to the existing billing event or batch. You can use this setting in conjunction with ignoreTimePeriodWhen AppendingItems.
approvalsEnabled	Indicates whether the Approved for Billing checkbox must be selected on the related business record for it to be eligible for billing event generation.
budgetDescription Format	Format of the billing event description field for budget records, where 0 is the description.
business-record-bei-locking	Indicates whether a billing event item is prevented from being deleted once a business record references it even when it is not yet billed or invoiced
confirm-billing-generation	Indicates whether a confirmation popup is displayed when a user clicks Generate on the Billing Event Generation tab.
defaultAsync	Indicates whether PSA processes some billing trigger functionality asynchronously.
deleteBatchSize	Number of records to delete in each batch delete execution. Change this value if you experience Salesforce governor limits.
Delete_Zero_Amount_Batches	Indicates whether Billing Event Batches with only one billing event are deleted when that billing event is deleted, or if PSA is configured to do so, indicates whether the batch is deleted when the remaining billing events contain zero amounts.
disallow-invoicing-of-unreleased-bes	Indicates whether users can select the Invoiced checkbox on a Billing Event if the Released checkbox is not selected.
expenseDescriptionFormat	Determines the format of the billing event item description field on expense records. {0} is the resource name and {1} is the expense date. For instance, you can specify a value of {0} on {1}, which results in something like: Orient_Contact on 02/02/2012.
generateBatchSize	The number of records to process each time a billing event batch is generated. Change this value if you experience Salesforce governor limits.
ignoreTimePeriodWhen AppendingItems	Indicates whether PSA appends to the existing billing event batch for the current time period when the appendGeneratedItems setting is set to true.
includeBudgets	Indicates whether budgets are included when billing events are generated.
includeExpenses	Indicates whether expenses are included when billing events are generated.
includeMilestones	Indicates whether milestones are included when billing events are generated.
includeMiscellaneous Adjustments	Indicates whether miscellaneous adjustments are included when billing events are generated.
includeTimecards	Indicates whether timecards are included when billing events are generated.
Max_Zero_Amount_Batches_To_Delete	The maximum number of zero amount billing event batches to automatically delete. This setting is used when Delete_Zero_Amount_Batches is set to true. Change this value if you encounter Salesforce governor limits.
Max_Zero_Amount_Events_To_Delete Config	The maximum number of zero amount billing events to automatically delete. Change this value if you encounter Salesforce governor limits.
maxBEIsPerBE	Maximum number of billing event items per billing event. When the value is greater than zero and a billing event is created with more billing event items than specified, additional billing events are created for the remaining billing event items. Note If you are using the SRP integration package, you must ensure that maximum number of billing event items for a released billing event is no more than 80. You must do this using the Max BEIs Per BE field in the SRP Integration Settings custom setting. See the SRP documentation for further information.
milestoneDescriptionFormat	Format of the billing event description field for milestone records. Specifying a value of {0} includes the date in the field.
miscellaneous adjustment categories	If includeMiscellaneousAdjustments is selected, only adjustments with categories in this list are included when billing events are generated.
miscellaneousAdjustmentDescriptionFormat	Format of the Billing Event Description field on miscellaneous adjustment records. If you specify a value of {0} the description is displayed.
no-deletion-of-BEBs-with-released-or-invoiced-BEs	Indicates whether users can delete billing event batches that have one or more child billing events, which are invoiced or released.
numTimePeriodsToSelect	Number of time periods to be displayed in the Time Period drop-down list on the Billing Event Generation page.
pageSize	The maximum number of items to be displayed on the Billing Event Generation page before starting a new page.
releaseBatchSize	Number of records to process when a user selects.
separateBudgets	Indicates whether budgets are generated in a separate billing event.
separateExpenses	Indicates whether expenses are generated in a separate billing event.
separateMilestones	Indicates whether milestones are generated in a separate billing event.
separateMiscellaneous Adjustments	Indicates whether miscellaneous adjustments are generated in a separate billing event.
separateTimecards	Indicates whether timecards are generated in a separate billing event.
timecardDescriptionFormat	Format of the billing event description field for timecard records. {0} is the resource name, {1} is the start date and {2} is the end date. For instance, you can specify a value of : {0} between {1} and {2} for {3} total hours/days.
timePeriodType	The organization hierarchy to use when generating billing events.
unitType	Defines the type of organizational hierarchy to use when generating billing events.

appendGeneratedItems

Indicates whether billing events and batches are to be kept open when an existing one matches the account, project or currency. When this setting is set to true, new billing items are appended to the existing billing event or batch. You can use this setting in conjunction with ignoreTimePeriodWhen
AppendingItems.

approvalsEnabled

Indicates whether the Approved for Billing checkbox must be selected
on the related business record for it to be eligible for billing event generation.

budgetDescription
Format

Format of the billing event description field for budget records, where 0 is the description.

business-record-bei-locking

Indicates whether a billing event item is prevented from being deleted once a business record references it even when it is not yet billed or invoiced

confirm-billing-generation

Indicates whether a confirmation popup is displayed when a user clicks Generate on the Billing Event Generation tab.

defaultAsync

Indicates whether PSA processes some billing trigger functionality asynchronously.

deleteBatchSize

Number of records to delete in each batch delete execution. Change this value if you experience Salesforce governor limits.

Delete_Zero_Amount_Batches

Indicates whether Billing Event Batches with only one billing event are deleted when that billing event is deleted, or if PSA is configured to do so, indicates whether the batch is deleted when the remaining billing events contain zero amounts.

disallow-invoicing-of-unreleased-bes

Indicates whether users can select the Invoiced checkbox on a Billing Event if the Released checkbox is not selected.

expenseDescriptionFormat

Determines the format of the billing event item description field on expense records. {0} is the resource name and {1} is the expense date. For instance, you can specify a value of {0} on {1}, which results in something like: Orient_Contact on 02/02/2012.

generateBatchSize

The number of records to process each time a billing event batch is generated. Change this value if you experience Salesforce governor limits.

ignoreTimePeriodWhen
AppendingItems

Indicates whether PSA appends to the existing billing event batch for the current time period when the appendGeneratedItems setting is set to true.

includeBudgets

Indicates whether budgets are included when billing events are generated.

includeExpenses

Indicates whether expenses are included when billing events are generated.

includeMilestones

Indicates whether milestones are included when billing events are generated.

includeMiscellaneous
Adjustments

Indicates whether miscellaneous adjustments are included when billing events are generated.

includeTimecards

Indicates whether timecards are included when billing events are generated.

Max_Zero_Amount_Batches_To_Delete

The maximum number of zero amount billing event batches to automatically delete. This setting is used when Delete_Zero_Amount_Batches is set to true. Change this value if you encounter Salesforce governor limits.

Max_Zero_Amount_Events_To_Delete Config

The maximum number of zero amount billing events to automatically delete. Change this value if you encounter Salesforce governor limits.

maxBEIsPerBE

Maximum number of billing event items per billing event. When the value is greater than zero and a billing event is created with more billing event items than specified, additional billing events are created for the remaining billing event items.

Note

If you are using the SRP integration package, you must ensure that maximum number of billing event items for a released billing event is no more than 80. You must do this using the Max BEIs Per BE field in the SRP Integration Settings custom setting. See the SRP documentation for further information.

milestoneDescriptionFormat

Format of the billing event description field for milestone records. Specifying a value of {0} includes the date in the field.

miscellaneous adjustment categories

If includeMiscellaneousAdjustments is selected, only adjustments with categories in this list are included when billing events are generated.

miscellaneousAdjustmentDescriptionFormat

Format of the Billing Event Description field on miscellaneous adjustment records. If you specify a value of {0} the description is displayed.

no-deletion-of-BEBs-with-released-or-invoiced-BEs

Indicates whether users can delete billing event batches that have one or more child billing events, which are invoiced or released.

numTimePeriodsToSelect

Number of time periods to be displayed in the Time Period drop-down list on the Billing Event Generation page.

pageSize

The maximum number of items to be displayed on the Billing Event Generation page before starting a new page.

releaseBatchSize

Number of records to process when a user selects.

separateBudgets

Indicates whether budgets are generated in a separate billing event.

separateExpenses

Indicates whether expenses are generated in a separate billing event.

separateMilestones

Indicates whether milestones are generated in a separate billing event.

separateMiscellaneous
Adjustments

Indicates whether miscellaneous adjustments are generated in a separate billing event.

separateTimecards

Indicates whether timecards are generated in a separate billing event.

timecardDescriptionFormat

Format of the billing event description field for timecard records. {0} is the resource name, {1} is the start date and {2} is the end date. For instance, you can specify a value of :
{0} between {1} and {2} for {3} total hours/days.

timePeriodType

The organization hierarchy to use when generating billing events.

unitType

Defines the type of organizational hierarchy to use when generating billing events.