Creating SRP Integration and ClickLink Rules in Legacy Mode
SRP uses integration and ClickLink rules to define the relationship between PSA and Accounting records, as well as how the flows execute. You can also create ClickLink jobs from ClickLink rules to schedule background executions of a flow.
The following integration rules are included in SRP by default:
- Create Sales Invoice from Billing Event
- Create Sales Credit Note from Billing Event
- Map Analysis fields from Invoice to Credit Note
The following ClickLink rules are included in SRP by default:
Flow |
Header ClickLink Rule |
Line Item ClickLink Rule |
---|---|---|
Employee Expenses to Payable Invoices or Credit Notes | PSA Employee Expense to Payable Invoice | PSA Employee Expense Item to Payable Invoice Expense Line Item |
PSA Employee Expense to Payable Credit Note | PSA Employee Expense Item to Payable Credit Note Expense Line Item | |
Expense Reports to Payable Invoices or Credit Notes | PSA Expense Report to Payable Invoice | PSA Expense to Payable Invoice Expense Line Item |
PSA Expense Report to Payable Credit Note | PSA Expense to Payable Credit Note Expense Line Item | |
Journal Line Items to Miscellaneous Adjustments | Journal Line Item to PSA Miscellaneous Adjustment | |
Miscellaneous Adjustments to Journals | PSA Miscellaneous Adjustment to Journal | PSA Miscellaneous Adjustment to Journal Line Item |
Payable Credit Note Expense Line Items to Miscellaneous Adjustments | Payable Credit Note Expense Line Item to PSA Miscellaneous Adjustment | |
Payable Invoice Expense Line Items to Miscellaneous Adjustments | Payable Invoice Expense Line Item to PSA Miscellaneous Adjustment | |
Vendor Invoices to Payable Invoices or Credit Notes | PSA Vendor Invoice to Payable Invoice | PSA Vendor Invoice Item to Payable Invoice Expense Line Item |
PSA Vendor Invoice to Payable Credit Note | PSA Vendor Invoice Item to Payable Credit Note Expense Line Item |
The related integration rule line and ClickLink mapping records related to the rules are used to define the field level mappings between the different records. See the relevant reference topic for more information on each rule and its related mappings.
For more information about integration and ClickLink rules, see the following:
Creating Integration and ClickLink Rules
You can create all of the integration and ClickLink rules required for integration from the Integration Rules list view.
To create or refresh integration and ClickLink rules:
- Click the Integration Rules tab.
- Click Generate/Refresh Rules for SRP Integration. A warning message displays all the rules that will be created.
- Click Continue to confirm the action.