New Features and Enhancements in SRP Summer 2022

The following new features have been introduced in the Summer 2022 release of SRP.

If you are upgrading from a previous version, see Upgrading to SRP Summer 2022. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Note:

All the new features and enhancements in Summer 2022 apply to enhanced mode only, unless stated otherwise.

User Companies for PSA to Accounting Flows

Starting with Summer 2022, PSA users creating Accounting documents from PSA business records no longer need access to the Accounting company that the documents belong to. In previous versions, PSA users had to be assigned user companies for each company that they were creating documents for.

This applies to the following flows:

Billing Events to Sales Invoices or Credit Notes, including reverting billing data for invoiced billing events.
Expense Reports to Payable Invoices or Credit Notes.
Miscellaneous Adjustments to Journals.
Vendor Invoices to Payable Invoices or Credit Notes.

For more information, see Accounting Companies and Currencies in SRP.

Permissions for Accounting to PSA Flows

In Summer 2022, we have introduced several enhancements related to the permissions required to run the following flows:

Journal Line Items to Miscellaneous Adjustments
Payable Invoice Expense Line Items to Miscellaneous Adjustments
Payable Credit Note Expense Line Items to Miscellaneous Adjustments

To run or schedule a flow, the user must now have the appropriate custom permission for the flow. We have introduced a managed permission set for each flow that contains the minimum required permissions for running the flow, including the new custom permission. For more information, see Permission Sets and Other Technical Documentation.

Syncing Regions, Practices, Groups, and Projects to Dimension 1-4 Records

SRP now enables you to automatically create dimension 1-4 records in Accounting when you create a region, practice, group, or project in PSA. You can leverage this to populate the Dimension 1-4 lookups on Accounting documents created from PSA business records. For example, you can map the Dimension 1 field of a region related to a billing event item to the Dimension 1 field of a sales invoice item.

Similarly, when you update a relevant field on a region, practice, group, or project, the related dimension is automatically updated to keep the records in sync. The relevant fields include:

Record Name
Accounting Reporting Code (not available for projects)
Dimension 1-4

All four integration flows are optional and disabled by default. In addition, all flows can be used in both legacy and enhanced modes.

Unlike other SRP integration flows, these flows run in real time. This means that no Lightning actions, list view buttons, or scheduled processes are available.

Note:

In Summer 2022, you cannot change the default mappings for these flows.

For more information, see the following:

Mapping Improvements

SRP now fully leverages Foundations mappings. This means that all the mapping types available in the FDN Mappings component are now supported by SRP, for example, advanced lookups and conditional mappings.

With this change, name to lookup mappings are processed differently than in previous versions. The target record is now only created if the lookup can be correctly populated. If multiple or no records with the exact name are found for the lookup, the integration flow fails. For example, if you use the predefined dimension mappings, you must ensure that a single dimension 1 with the region's name exists in the org. Otherwise, the integration flow fails.

The Sales Invoice to Sales Credit Note mappings process is not affected by this change. You can still only define simple value to value mappings for it. This process is used to copy the Analysis 1-4 values when converting a sales invoice to a sales credit note.

For more information, see Adding Custom Mappings.

Fixes