Configuring Dimension and Analysis Fields in SRP

SRP can automatically populate dimension and analysis information on Accounting documents created from PSA records. When an Accounting document is posted, these values are copied to the relevant transaction line items. You can then use the values for reporting purposes.

What Is the Difference between Dimension and Analysis Fields?

Dimensions and analysis fields relate to the same accounting concept. The main difference between the two is the field type. Dimension 1-4 are lookup fields, while Analysis 1-4 are text area fields. Depending on your requirements, you can optionally use the Analysis 1-4 fields alongside Dimension 1-4.

Dimensions are FinancialForce Accounting objects. Other Accounting objects contain lookups to Dimension 1-4 objects. For more information, see What are Analysis Dimensions? in the Accounting Help.

SRP adds Analysis 1-4 text area fields to the following Accounting objects:

• Journal Line Item
• Payable Credit Note
• Payable Credit Note Expense Line Item
• Payable Invoice
• Payable Invoice Expense Line Item
• Sales Credit Note
• Sales Credit Note Line Item
• Sales Invoice
• Sales Invoice Line Item
• Transaction Line Item

How Are the Field Values Retrieved from PSA?

Warning:

In enhanced mode When SRP runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is selected., the analysis and dimension mappings aren't included by default. You must manually create the mappings for each flow or migrate your existing legacy mappings. For more information, see Object and Field Mappings.

If you create Analysis 1-4 and Dimensions 1-4 fields for PSA objects, when you create ClickLink and integration rules in legacy mode When SRP runs in legacy mode, it uses the older mechanism that were introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is deselected., SRP automatically adds the relevant mappings. That way, you don't need to manually create the additional mappings. For this to work, you must manually create unmanaged fields with the exact API names as detailed in the table below.

API Names of Manually Created Fields and the Mapped Managed Fields

API Name of the Unmanaged Field	API Name of the Mapped Managed Field
Analysis1__c	ffpsai__Analysis1__c
Analysis2__c	ffpsai__Analysis2__c
Analysis3__c	ffpsai__Analysis3__c
Analysis4__c	ffpsai__Analysis4__c
Dimension1__c	c2g__Dimension2__c
Dimension2__c	c2g__Dimension2__c
Dimension3__c	c2g__Dimension2__c
Dimension4__c	c2g__Dimension2__c

While creating the fields from Setup, enter Analysis1, Dimension1, and so on, as the API name. When you save the changes, Salesforce automatically appends __c. For more information about creating custom fields, see the Salesforce Help.

You can create these fields for the source objects listed in the table below.

Source Objects That You Can Create Dimension and Analysis Fields For

Source Object	Related Flow	Target Objects
Billing Event	Billing Events to Sales Invoices or Credit Notes	Sales Invoice Sales Credit Note
Billing Event Item	Billing Events to Sales Invoices or Credit Notes	Sales Invoice Line Item Sales Credit Note Line Item
Miscellaneous Adjustment	Miscellaneous Adjustments to Journals	Journal Line Item
Vendor Invoice	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes	Payable Invoice Payable Credit Note
Vendor Invoice Item	Vendor Invoices to Payable Invoices or Credit Notes Employee Expenses to Payable Invoices or Credit Notes	Payable Invoice Expense Line Item Payable Credit Note Expense Line Item

When manually creating the fields for PSA objects, you must ensure that you use the correct field type. The following table details the supported field types.

Supported Field Types

Field	Text or Text Area	Lookup	Formula (Text)
Analysis 1-4	Yes	No	Yes
Dimension 1-4	No	Yes. This must be a lookup to the Dimension 1-4 objects.	Yes

For more information about field types, see the Salesforce Help.

Warning:

In legacy mode, the Dimension 1-4 formula fields on PSA objects must retrieve the name of a dimension record. In enhanced mode, the formula fields must retrieve the ID of a dimension record. See Example 2: Mapping Dimensions from the Region, Practice, Group, and Project to Dimension 1-4 for Payable Invoice Expense Line Items.

Mapping Examples

The following examples provide more information about potential implementations of dimension and analysis fields. You can apply the same basic principles to more complex scenarios.