PSA Direct for Concur Expense Data Dictionary

Concur_Integration_Configuration_Public__c

Label: PSA Direct for Concur Expense

Contains settings for configuring the PSA Direct for Concur Expense connector.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Allow_Deletion_of_Assignments__c Allow Deletion of Assignments Spring 2024 Delete PSA Assignments in Concur.

Checkbox false
Allow_Deletion_of_Projects__c Allow Deletion of Projects Spring 2024 Delete PSA Projects in Concur.

Checkbox false
Allow_Deletion_of_Resources__c Allow Deletion of Resources Spring 2024 Delete PSA Resources in Concur.

Checkbox false
Concur_Polling_Frequency__c Concur Polling Frequency (Minutes) Spring 2024 Specifies how often the connector checks for expense report updates in Concur.

Number(4,0) 30
Disable_Data_Capture_for_Concur__c Disable Data Capture for Concur Spring 2024 If selected, all the records changed in the Salesforce org for Assignment, Project, and Resource objects are not sent to the PSA Direct for Concur Expense connector for synchronization with Concur.

Checkbox false
Email__c Email Spring 2024 Email address for receiving error notifications if the Connector with Concur fails.

Email
Expense_Report_Sync_Status__c Expense Report Sync Status Spring 2024 Indicates the synchronized concur expense reports as per the expense report status. The default value is "Approved". It accepts multiple comma separated status values like "Submitted,Approved".

Text(255) 'Approved'
Generate_Reports_From_Expense_Lines__c Generate Reports from Expense Lines Spring 2024 Field that maps Expense Reports between Concur and PSA and generates reports based on the information in Expense lines.

Checkbox false
Integration_Active__c PSA Direct for Concur Expense Active? Spring 2024 Field that specifies the PSA Direct for Concur Expense connector is active or not.

Checkbox false
Integration_Paused__c PSA Direct for Concur Expense Paused? Spring 2024 Field that specifies the PSA Direct for Concur Expense connector is paused or not.

Checkbox false
Last_Successful_Poller_Execution__c Last Successful Poller Execution Spring 2024 Indicates the time and date the poller last successfully collected expenses from Concur.

DateTime
Minimum_Hours_for_Failed_Events__c Minimum Hours for Failed Events Spring 2024 Indicates the minimum hours to keep failed Connector Core Queue Events before the next scheduled removal job deletes them.

Number(4,0) 48
Minimum_Hours_for_Successful_Events__c Minimum Hours for Successful Events Spring 2024 Indicates the minimum hours to keep successful Connector Core Queue Events before the next scheduled removal job deletes them.

Number(4,0) 1
Orgwide_Email_Id__c Organization-Wide Email Address ID Spring 2024 Stores the organization-wide email address ID to which error notifications are sent if an error occurs when syncing expenses and expense reports from Concur.

Text(20)
Sandbox_Configured__c Sandbox Configured Spring 2024 When selected, it indicates that the sandbox environment has been configured correctly. If deselected, the PSA Direct for Concur Expense connector will not synchronize to or from Concur.

Checkbox false
Send_to_Third_Party_Assignment_App__c Send to Third-Party Assignment App Spring 2024 Label for the field that holds an Assignment object field's API name that controls sending records to Concur.

Text(255) 'pse__Send_to_Third_Party_Expenses_Application__c'
Send_to_Third_Party_Project_Application__c Send to Third-Party Project Application Spring 2024 Label for the field that holds a Project object field's API name that controls sending records to Concur.

Text(255) 'pse__Send_to_Third_Party_Expenses_Application__c'
Send_to_Third_Party_Resource_Application__c Send to Third-Party Resource Application Spring 2024 Label for the field that holds a Contact object field's API name that controls sending records to Concur.

Text(255) 'pse__Send_to_Third_Party_Expenses_Application__c'
Sync_Empty_Expense_Reports__c Sync Empty Expense Reports Spring 2024 Synchronizes the empty expense reports created from Concur to PSA.

Checkbox true
Sync_Expense_Images__c Sync Expense Images from Concur Spring 2024 If selected, synchronize the expense images from Concur to PSA.

Checkbox false
Sync_Expense_Report_Level_Images__c Sync Expense Report Level Images Spring 2024 When selected, synchronize the Concur Expense report level Images with PSA.

Checkbox false
Sync_Project_Manager__c Sync Project Managers Spring 2024 Sync Project Manager when syncing PSA Projects to Concur.

Checkbox false
Use_Salesforce_Advanced_Multi_Currency__c Use Salesforce Advanced Multi Currency Spring 2024 If selected, the PSA Direct for Concur Expense connector enables you to use Salesforce's advanced multi-currency feature and allows multiple expense lines with different currencies within a single report only if the Salesforce Multiple Currencies feature is set up in PSA. By default, it is deselected, so the expense report and the corresponding expense lines use a single currency.

Checkbox false
only_import_billable__c Only Import Billable Spring 2024 If selected, only expense lines where the Is Billable field is Yes are imported.

Checkbox false
project_projectManager_list_name__c Concur field for PSA Project Spring 2024 Field specifies the name of the Concur custom field used for PSA projects.

Text(255) 'PSA Project-Project Manager'
resource_assignment_list_name__c Concur field for PSA Resource-Assignment Spring 2024 Specifies the name of Concur field used for PSA resource-assignment linked list

Text(255) 'Resource-Assignment'


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