Miscellaneous Adjustment Fields

Here is a description of the fields on a miscellaneous adjustmentClosed A catch-all business record that allows you to correct data entry errors or adjust transactions..

Key:
* – Mandatory.
R – Read-only

Field     Description
Admin Global Edit     Select to make the changes global. This includes changes to the miscellaneous adjustment's projectClosed A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., resourceClosed A contact that works on a project., currency, and date regardless of whether Include in Financials is selected. To use this option, set Actuals Calculation Mode to Scheduled.
Amount *   Amount for the internal adjustment.
Approved     Indicates whether the miscellaneous adjustment is approved.
Approved for Billing     Indicates whether the miscellaneous adjustment is approved for billing. This field must be checked prior to Billing Generation. Your administrator can set up an approval process, field update, or trigger to automatically manage this field setting based on defined criteria.
Approved for Vendor Payment     Indicates whether it's OK to send an invoice to a vendor when invoicing costs for external resources.
Approver     Current approver of the miscellaneous adjustment.
Audit Notes     Audit notes for the business transaction.
Note:

We recommend that you include audit notes for every business transaction.
Bill Date     Bill date for the miscellaneous adjustment.
Bill Transaction     Bill transaction to which the adjustment applies.
Billed     Indicates whether the miscellaneous adjustment has been included in a billing eventClosed A means of generating billing information that can be fed into a financial system.
Billing Event     Lookup to the related billing event.
Billing Event Item     Lookup to the related billing event item.
Billing Event Status     Status of the associated billing event.
Billing Event Released     Indicates whether the billing event associated with the miscellaneous adjustment is released.
Billing Event Invoiced     Indicates whether the miscellaneous adjustment was invoiced.
Billing Hold     Indicates whether billing for the miscellaneous adjustment is on hold. When selected, the miscellaneous adjustment cannot be billed and is not included when generating billing events.
Description     Description of the transaction.
Effective Date *   Date to which the adjustment applies from.
Eligible for Billing     Indicates whether the miscellaneous adjustment is in a state that is eligible for billing event generation. In addition, the Approved for Billing checkbox and an eligible transaction category may also be required depending on the global configuration that your administrator has set.
Exclude from Billing     Indicates whether the business recordClosed Timecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget is to be excluded from billing. You can override this setting on child objects such as timecard splits and expenses.
Include in Financials     Indicates whether this miscellaneous adjustment's numbers should be included in financial roll-ups to projects and RPGs.
Invoice Number     Number of the related invoice.
Invoice Transaction     Invoice transaction to which the adjustment applies.
Invoiced     Indicates the miscellaneous adjustment has been invoiced.
Invoiced Date     Invoice date for the miscellaneous adjustment.
Miscellaneous Adjustment Name *   Name of the miscellaneous adjustment.
Override Project Region/Practice/Group     Overrides the regionClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the transactions on a miscellaneous adjustment roll up to for Region/Practice/Group actuals.
Override Project Region/Practice/Group Currency Code     Currency code of the currency selected on the Override Project Region/Practice/Group.
Owner   R Owner of the miscellaneous adjustment.
Project *   Lookup to the related project.
Recognition Method    

Recognition method to apply to this record for Revenue Forecasting. The options available are:

  • Deliverable
  • % Complete
  • Equal Split: Months
  • Equal Split: Months/Part Periods
  • Equal Split: Days
  • Equal Split: 4,4,5
Notes:

This is a global picklist that is on several objects used in Revenue Forecasting.

This field is not relevant if you are using the integration between PSA and FinancialForce Revenue Management.
Status     Approval status of the miscellaneous adjustment.
Transaction     Transaction to which the adjustment applies.
Transaction Category *   Transaction category to which the adjustment applies.
Vendor Account     Vendor account to which the miscellaneous adjustment applies.
Vendor Invoice Item     Vendor invoice item to which the miscellaneous adjustment applies.

Accounting Integration

If FinancialForce Services Resource Planning (SRP) is installed in your org, additional fields, actions, and buttons are available for the Miscellaneous Adjustment object. For more information, see Miscellaneous Adjustment Fields.