PSA - Revert Billing Data
API Name: PSARevertBillingData
Remove billing events and billing event items and revert all associated records to a state when they are eligible for billing again.
Salesforce Standard Objects and Fields Permissions
The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.
| Object Permission |
Account |
Read |
|
Contact |
Read |
Permissions Available on Permission SetThe table lists the permissions available for this permission set.
| Apex Class Permission |
BILL_RevertBillingController |
Enabled |
|
BILL_BEAwaitingReleaseController |
Enabled |
|
BILL_BEsAwaitingInvoicingController |
Enabled |
|
BILL_BillingEventController |
Enabled |
|
BILL_InvoicedBillingEventsController |
Enabled |
|
BILL_BillingEventFilterController |
Enabled |
|
LookupSearchController |
Enabled |
| Field Permission |
Billing_Event__c.Billing_Event_Batch__c |
Read |
|
Billing_Event__c.Project__c |
Read |
|
Billing_Event__c.Summary_Amount__c |
Read |
|
Billing_Event_Batch__c.Account__c |
Read |
|
Billing_Event_Batch__c.Time_Period__c |
Read |
|
Billing_Event_Item__c.Category__c |
Read |
|
Budget__c.Billed__c |
Edit, Read |
|
Budget__c.Bill_Date__c |
Edit, Read |
|
Budget__c.Invoiced__c |
Edit, Read |
|
Budget__c.Invoice_Date__c |
Edit, Read |
|
Budget__c.Invoice_Number__c |
Edit, Read |
|
Expense__c.Billed__c |
Edit, Read |
|
Expense__c.Bill_Date__c |
Edit, Read |
|
Expense__c.Invoiced__c |
Edit, Read |
|
Expense__c.Invoice_Date__c |
Edit, Read |
|
Expense__c.Invoice_Number__c |
Edit, Read |
|
Expense_Report__c.Billed__c |
Edit, Read |
|
Expense_Report__c.Invoiced__c |
Edit, Read |
|
Milestone__c.Billed__c |
Edit, Read |
|
Milestone__c.Bill_Date__c |
Edit, Read |
|
Milestone__c.Invoiced__c |
Edit, Read |
|
Milestone__c.Invoice_Date__c |
Edit, Read |
|
Milestone__c.Invoice_Number__c |
Edit, Read |
|
Miscellaneous_Adjustment__c.Billed__c |
Edit, Read |
|
Miscellaneous_Adjustment__c.Bill_Date__c |
Edit, Read |
|
Miscellaneous_Adjustment__c.Invoiced__c |
Edit, Read |
|
Miscellaneous_Adjustment__c.Invoice_Date__c |
Edit, Read |
|
Miscellaneous_Adjustment__c.Invoice_Number__c |
Edit, Read |
|
Timecard_Header__c.Billed__c |
Edit, Read |
|
Timecard_Header__c.Invoiced__c |
Edit, Read |
| Object Permission |
Billing_Event__c |
Read |
|
Billing_Event_Batch__c |
Read |
|
Billing_Event_Item__c |
Read |
|
Budget__c |
Read, Edit |
|
Expense__c |
Read, Edit |
|
Expense_Report__c |
Read, Edit |
|
Grp__c |
Read |
|
Milestone__c |
Read, Edit |
|
Miscellaneous_Adjustment__c |
Read, Edit |
|
Practice__c |
Read |
|
Proj__c |
Read |
|
Region__c |
Read |
|
Timecard__c |
Read |
|
Timecard_Header__c |
Read, Edit |
|
Time_Period__c |
Read |
| Apex Page Permission |
BillingEvents |
Enabled |
|
ClearBillingDataBudget |
Enabled |
|
ClearBillingDataEvent |
Enabled |
|
ClearBillingDataEvents |
Enabled |
|
ClearBillingDataExpense |
Enabled |
|
ClearBillingDataExpenseReport |
Enabled |
|
ClearBillingDataItem |
Enabled |
|
ClearBillingDataItems |
Enabled |
|
ClearBillingDataMilestone |
Enabled |
|
ClearBillingDataMiscellaneousAdjustment |
Enabled |
|
ClearBillingDataTimecard |
Enabled |
|
ClearBillingDataTimecardSplit |
Enabled |
| Tab Permission |
Billing_Event__c |
Available |
|
Billing_Event_Batch__c |
Available |
|
Billing_Event_Generation |
Available |
|
Budget__c |
Available |
|
Expense__c |
Available |
|
Milestone__c |
Available |
|
Miscellaneous_Adjustment__c |
Available |
|
Timecard__c |
Available |
|
Billing_Events_Awaiting_Release |
Available |
|
Billing_Events_Awaiting_Invoicing |
Available |
|
Invoiced_Billing_Events |
Available |
| 