Professional Services Automation Data Dictionary

Expense_Report__c

Label: Expense Report

Like a paper expense report, this object groups together a number of different expenses and allows you to submit, approve, and ultimately charge them to a project or assignment. Expense reports are associated with a given resource and project, and may also be associated with an assignment or project milestone.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Action_Check_Include_In_Financials__c Action: Update Include In Financials Pre-Spring 2018 Action checkbox that will update the Include in Financials checkbox asynchronously in order to avoid governor limits associated with native updates. This field is not intended for display. This is designed to support field updates in the approval process.

Checkbox false
Admin_Global_Edit__c Admin Global Edit Pre-Spring 2018 If checked, allows Admin to make 'global' changes to the Expense Report, including edits to the ER's Project, Resource, Currency, or Date, even if Include In Financials is checked. Config requirement: Actuals Calculation Mode must be set to 'Scheduled'.

Checkbox false
Approved__c Approved Pre-Spring 2018 This checkbox should be checked when the Expense Report is approved - typically by a workflow driven by the Status field.

Checkbox false
Approver__c Approver Pre-Spring 2018 Looks up to: User

Lookup
Assignment__c Assignment Pre-Spring 2018 Looks up to: Assignment__c
Lookup
Audit_Notes_History__c Audit Notes History Pre-Spring 2018 Stores audit notes history. When a user changes a project or assignment on an expense report and the audit notes exceed 255 characters, older audit notes are moved and appended here.

LongTextArea(32768)
Audit_Notes__c Audit Notes Pre-Spring 2018 TextArea
Billable__c Billable Pre-Spring 2018 Checkbox false
Billed__c Lines Billed Pre-Spring 2018 Checkbox false
Description__c Description Pre-Spring 2018 TextArea
Disable_Approval_Auto_Submit__c Disable Approval Auto Submit Pre-Spring 2018 If checked, this should disable any PSA trigger-based automatic submit for approval for the Expense Report.

Checkbox false
Exclude_from_Billing__c Exclude from Billing Pre-Spring 2018 If checked, will by default check the Exclude from Billing checkbox on child Expenses, which has the same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.

Checkbox false
Expense_Report_Reference__c Expense Report Reference Pre-Spring 2018 Text(255)
First_Expense_Date__c First Expense Date Pre-Spring 2018 Date
Include_In_Financials__c Include In Financials Pre-Spring 2018 Checkbox false
Invoiced__c Lines Invoiced Pre-Spring 2018 Checkbox false
Last_Expense_Date__c Last Expense Date Pre-Spring 2018 Date
Milestone__c Milestone Pre-Spring 2018 Looks up to: Milestone__c
Lookup
Override_Group__c Override Group Pre-Spring 2018 Overrides the Group to which the child Expense Transactions will roll up for Group Actuals, even if the Project is in a different Group. Typically an Expense's Transactions roll up to its Project's or Resource's Group based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.

Looks up to: Grp__c
Lookup
Override_Practice__c Override Practice Pre-Spring 2018 Overrides the Practice to which the child Expense Transactions will roll up for Practice Actuals, even if the Project is in a different Practice. Typically an Expense's Transactions roll up to its Project's or Resource's Practice based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.

Looks up to: Practice__c
Lookup
Override_Region__c Override Region Pre-Spring 2018 Overrides the Region to which the child Expense Transactions will roll up for Regional Actuals, even if the Project is in a different Region. Typically an Expense's Transactions roll up to its Project's or Resource's Region based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.

Looks up to: Region__c
Lookup
Project_Expense_Notes__c Project Expense Notes Pre-Spring 2018 Formula:
IF(ISNULL(Project__r.Expense_Notes__c),'',Project__r.Expense_Notes__c)
Text
Project_Methodology__c Project Methodology Pre-Spring 2018 Lookup to Project Methodology

Looks up to: Project_Methodology__c
Lookup
Project_Phase__c Project Phase Pre-Spring 2018 Lookup to Project Phase

Looks up to: Project_Phase__c
Lookup
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Lookup
Reimbursement_Currency__c Reimbursement Currency Pre-Spring 2018 This field shows the 3-character currency code for the Resource being reimbursed.

Text(3)
Resource__c Resource Pre-Spring 2018 Looks up to: Contact

Lookup
Status__c Status Pre-Spring 2018 Picklist:
Approved
Draft
Rejected
Submitted
Submitted__c Submitted Pre-Spring 2018 Checkbox false
Third_Party_Expenses_App_Report_ID__c Third-Party Expenses App Report ID Spring 2019 The ID of the Expense Report from the Third-Party Expenses Application.

Text(255)
Total_Billable_Amount__c Total Billable Amount Pre-Spring 2018 Currency(18,2) 0.00
Total_Non_Billable_Amount__c Total Non-Billable Amount Pre-Spring 2018 Currency(18,2) 0.00
Total_Reimbursement_Amount__c Total Reimbursement Amount Pre-Spring 2018 This number shows the total reimbursement amount in the Resource's currency.

Number(18,2) 0.00


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