SECTIONS
FinancialForce Services Resource Planning (SRP) integrates FinancialForce Professional Services Automation (PSA) with FinancialForce Accounting. SRP enables you to seamlessly create Accounting records from PSA records and vice-versa. That way you can avoid entering duplicate data in the two systems.
SRP enables you to create:
- Sales invoices and credit notes in Accounting from billing events in PSA.
- Payable invoices and credit notes in Accounting from vendor invoices in PSA.
- Payable invoices and credit notes in Accounting from expense reports in PSA.
- Journals in Accounting from miscellaneous adjustments in PSA.
- Miscellaneous adjustments in PSA from journal line items, payable invoice expense line items, and payable credit note expense line items in Accounting.
Each of the actions can be performed manually, from a record page or list view, or automatically, through a scheduled process. SRP includes mechanisms for calculating and determining the relevant information whenever possible. This enables you to reduce manual data entry and the time needed to perform everyday actions.
By leveraging FinancialForce ClickLink, SRP provides a flexible and customizable way of mapping the objects and fields between the two systems.
Enhanced Mode
Starting with Spring 2021, you can use SRP in one of two modes: enhanced or legacy. Enhanced mode introduces significant performance and usability improvements. Legacy mode relies on older technologies that existing SRP users might be familiar with. More information about the differences is provided in the table below.
|
Item |
Enhanced Mode |
Legacy Mode |
|---|---|---|
| Mapping Framework | Foundations mappings, accessed from the SRP Administration page | Combination of ClickLink rules and integration rules |
| Flow Criteria Definition |
Minimum criteria controlled by the process Additional criteria controlled by custom setting fields |
Criteria controlled by a field specified in the ClickLink or integration rule |
| Background Flow Executions |
Foundations asynchronous framework (supports higher volumes and improved performance) |
ClickLink jobs |
| Flow Scheduling |
Lightning component included by default in the SRP Administration page (also provides a UI for hourly flow scheduling) |
Combination of Apex class scheduling and ClickLink job scheduling |
| Automated Record Processing |
Using a predefined field or a custom field |
Not supported |
| Notification Emails | Predefined email template | Custom email templates |
| Error Handling | Relevant validations before processing records | Relies on ClickLink for error handling |
Other features remain unchanged between the two modes. For example, the custom setting fields introduced before Spring 2021 apply to both modes.
The following table lists the integration flows available in each mode.
|
Flow |
Enhanced Mode |
Legacy Mode |
Notes |
|---|---|---|---|
| Billing Events to Sales Invoices or Credit Notes | Yes |
Yes |
In legacy mode, this flow uses integration rules and Apex class scheduling. |
| Employee Expenses to Payable Invoices or Credit Notes |
No |
Yes | This flow has been discontinued in enhanced mode. |
| Expense Reports to Payable Invoices or Credit Notes | Yes | Yes | |
| Journal Line Items to Miscellaneous Adjustments | Yes | Yes | |
| Miscellaneous Adjustments to Journals | Yes | Yes | |
| Payable Credit Note Expense Line Items to Miscellaneous Adjustments | Yes | Yes | |
| Payable Invoice Expense Line Items to Miscellaneous Adjustments | Yes | Yes | |
| Vendor Invoices to Payable Invoices or Credit Notes | Yes | Yes | |
| Sync Regions to Dimension 1 Records | Yes | Yes | These flows work the same regardless of whether SRP is running in enhanced or legacy mode. |
| Sync Practices to Dimension 2 Records | |||
| Sync Groups to Dimension 3 Records | |||
| Sync Projects to Dimension 4 Records |
Related Content
Release Information
New Features and Enhancements in SRP Summer 2022
Setup
Integration Flows
Billing Events to Sales Invoices or Credit Notes Integration
Expense Reports to Payable Invoices or Credit Notes Integration
Vendor Invoices to Payable Invoices or Credit Notes Integration
Miscellaneous Adjustments to Journals Integration
Accounting Document Line Items to Miscellaneous Adjustments Integrations
Syncing Regions, Practices, Groups, and Projects with Dimensions 1-4 Records
Reference Information
Lightning Actions and Components
Permission Sets and Other Technical Documentation
Feature Console Features in SRP