Region, Practice, and Group Fields

The Region, Practice, and Group objects are included in FinancialForce PSA. For a description of the fields included in PSA, see Region, Practice, and Group Fields in the PSA Help.

Here is a description of the field that SRP adds to the Region, Practice, and Group objects.

Field Added to the Region, Practice, and Group Objects
Field Description

Related Flows

Company

Accounting company used when creating an Accounting document from a PSA record linked to the region, group, or practice. This link is established through the related project.

For example, the Europe region has EuroCo. set as the company. Project A is included in the Europe region. When you create an expense report for Project A, the Company field is automatically set to EuroCo.

Note:

The Company Source for BE, ER, and MA custom setting field controls if the Company field of the Region, Practice, or Group is used. The field is defined on the SRP Integration Settings custom setting.

Billing Events to Sales Invoices or Credit Notes

Expense Reports to Payable Invoices or Credit Notes

Miscellaneous Adjustments to Journals