SECTIONSDeferred Revenue Reporting Billings Input Fields
Input fields are the foundation of the Deferred Revenue Reporting Billings dataset. These fields are extracted from your org and from existing Business Analytics datasets by the recipe when you create the Engagement Analytics app. The data is then processed to populate your app's dataset.
Base Objects
The Deferred Revenue Reporting recipe combines the data from the several PSA objects with data from your existing Project Reporting dataset from PS Cloud Core Analytics to extract field information.
The following PSA objects are imported directly:
- Billing Event
- Billing Event Item
- Expense
- Milestone
- Miscellaneous Adjustment
- Project
- Timecard Split
Billing Event and Billing Event Item Objects
These are the main fields retrieved from the Billing Event and Billing Event Item objects in PSA. For more information about these fields, see Billing Fields.
| Field Label | Field API Name | Description |
|---|---|---|
| Date | pse__Date__c | We use this field to populate the Billing Date field in the resulting dataset. |
| Invoiced | pse__Invoiced__c | We use this field to populate the Status field in the resulting dataset. |
| Name | Name | We use this field to populate the Billing Event Number field in the resulting dataset. |
| Record ID | Id |
We use this field to join the billing event with its child billing event item records. We also use this field to populate the Billing Event ID field in the resulting dataset. |
| Released | pse__Is_Released__c | We use this field to populate the Status field in the resulting dataset. |
| Field Label | Field API Name | Description |
|---|---|---|
| Amount | pse__Amount__c | We use this field to populate the Amount Billed field in the resulting dataset. |
| Billing Event | pse__Billing_Event__c | We use this field to join the billing event item with its parent billing event record. |
| Expense | pse__Expense__c |
We use this field to link the billing event item to the expense record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
| Milestone | pse__Milestone__c |
We use this field to link the billing event item to the milestone record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
| Miscellaneous Adjustment | pse__Miscellaneous_Adjustment__c |
We use this field to link the billing event item to the miscellaneous adjustment record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
| Name | Name | We use this field to populate the Description field in the resulting dataset. |
| Record ID | Id | We use this field to populate the Billing Event Item ID field in the resulting dataset. |
| Summary | pse__Summary__c | We use this field to populate the Description field in the resulting dataset. |
| Timecard Split | pse__Timecard_Split__c |
We use this field to link the billing event item to the timecard split record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset. |
Expense Object
These are the main fields retrieved from the Expense object in PSA. For more information about these fields, see Expense and Expense Report Fields.
| Field Label | Field API Name | Description |
|---|---|---|
| Bill Date | pse__Bill_Date__c | We use this field to populate the Billing Date field in the resulting dataset. |
| Actuals Template | ffrrtemplate__c |
We use this field to filter out expenses without a revenue recognition template. |
| Record ID | Id |
We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset. |
Milestone Object
These are the main fields retrieved from the Milestone object in PSA. For more information about these fields, see Milestone Fields.
| Field Label | Field API Name | Description |
|---|---|---|
| Bill Date | pse__Bill_Date__c | We use this field to populate the Billing Date field in the resulting dataset. |
| Actuals Template | ffrrtemplate__c |
We use this field to filter out milestones without a revenue recognition template. |
| Record ID | Id |
We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset. |
Miscellaneous Adjustment Object
These are the main fields retrieved from the Miscellaneous Adjustment object in PSA. For more information about these fields, see Miscellaneous Adjustment Fields.
| Field Label | Field API Name | Description |
|---|---|---|
| Bill Date | pse__Bill_Date__c | We use this field to populate the Billing Date field in the resulting dataset. |
| Actuals Template | ffrrtemplate__c |
We use this field to filter out miscellaneous adjustments without a revenue recognition template. |
| Record ID | Id |
We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset. |
Project Object
These are the main fields retrieved from the Project object in PSA.
| Field Label | Field API Name | Description |
|---|---|---|
| Actuals Template | ffrrtemplate__c |
We use this field to filter out projects without a revenue recognition template. |
| Record ID | Id |
We use this field to populate the ID and Object ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset. |
Timecard Split Object
These are the main fields retrieved from the Timecard Split object in PSA. For more information about these fields, see Timecard Split Fields.
| Field Label | Field API Name | Description |
|---|---|---|
| Bill Date | pse__Bill_Date__c | We use this field to populate the Billing Date field in the resulting dataset. |
| Actuals Template | ffrrtemplate__c |
We use this field to filter out timecard splits without a revenue recognition template. |
| Record ID | Id |
We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset. |
Project Reporting Dataset
These are the fields retrieved from the Project Reporting dataset. For more information about these fields, see Project Reporting Dataset PS Cloud Analytics Output Fields.
| Label | Name | Description |
|---|---|---|
| Account ID | AccountId | These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset. |
| Account Name | AccountName | |
| Currency ISO Code | CurrencyIsoCode | |
| End Date | EndDate | |
| Start Date | StartDate | |
| Name | Name | We use this field to populate the Object Name field in the resulting dataset. |
| Object Type | ProjectReportingType |
We use this field to populate the Object Type field in the resulting dataset. We also use this field to filter out records that are not required. |
| Project Billed Amount | ValueProjectBilled | We use this field to populate the Source Billed Amount field in the resulting dataset. |
| Project Billings | ValueProjectBillings | We use this field to populate the Source Billings field in the resulting dataset. |
| Project Company ID | ProjectCompanyId | We use this field to populate the Company ID field in the resulting dataset. |
| Project Company Name | ProjectCompanyName | We use this field to populate the Company Name field in the resulting dataset. |
| Project ID | ProjectId | We use this field to populate the Source ID field in the resulting dataset. |
| Project Name | ProjectName | We use this field to populate the Source Name field in the resulting dataset. |
| Record ID | RecordId |
We use this field to populate the Object ID field in the resulting dataset. We also use this field to join the Project Reporting data with the records directly retrieved from PSA objects. |