PSA Direct for Concur Data Dictionary

Concur_Integration_Configuration_Public__c

Label: PSA Direct for Concur

Contains settings for configuring the PSA Direct for Concur connector.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Allow_Deletion_of_Assignments__c Allow Deletion of Assignments Winter 2023 Delete PSA Assignments in Concur.

Checkbox false
Allow_Deletion_of_Projects__c Allow Deletion of Projects Winter 2023 Delete PSA Projects in Concur.

Checkbox false
Allow_Deletion_of_Resources__c Allow Deletion of Resources Winter 2023 Delete PSA Resources in Concur.

Checkbox false
Concur_Polling_Frequency__c Concur Polling Frequency (Minutes) Winter 2023 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 Winter 2023 If selected, all the records changed in the Salesforce org for Assignment, Project, and Resource objects are not sent to PSA Direct for Concur for synchronization with Concur.

Checkbox false
Email__c Email Winter 2023 Email address for receiving error notifications if the Connector with Concur fails.

Email
Expense_Report_Sync_Status__c Expense Report Sync Status Winter 2023 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'
Integration_Active__c PSA Direct for Concur Active? Winter 2023 PSA Direct for Concur active checkbox.

Checkbox false
Integration_Paused__c PSA Direct for Concur Paused? Winter 2023 Indicates whether the PSA Direct for Concur is paused.

Checkbox false
Last_Successful_Poller_Execution__c Last Successful Poller Execution Winter 2023 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 Winter 2023 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 Winter 2023 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 Winter 2023 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 Winter 2023 Label for the Sandbox Configured checkbox.

Checkbox false
Send_to_Third_Party_Assignment_App__c Send to Third-Party Assignment App Winter 2023 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 Winter 2023 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 Winter 2023 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 Winter 2023 Synchronizes the empty expense reports created from Concur to PSA.

Checkbox true
Sync_Expense_Images__c Sync Expense Images from Concur Winter 2023 If selected, synchronize the expense images from Concur to PSA.

Checkbox false
Sync_Expense_Level_Images__c Sync Expense Level Images Winter 2023 When selected, synchronize the Concur Expense level images with PSA.

Checkbox false
Sync_Expense_Report_Level_Images__c Sync Expense Report Level Images Winter 2023 When selected, synchronize the Concur Expense report level Images with PSA.

Checkbox false
Sync_Project_Manager__c Sync Project Managers Winter 2023 Sync Project Manager when syncing PSA Projects to Concur.

Checkbox false
only_import_billable__c Only Import Billable Winter 2023 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 Winter 2023 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 Winter 2023 Specifies the name of Concur field used for PSA resource-assignment linked list

Text(255) 'Resource-Assignment'


© Copyright 2009–2020 FinancialForce.com, inc. Confidential – all rights reserved. Various trademarks held by their respective owners.