Assigning SRP Page Layouts

The following table lists all the predefined page layouts in SRP. It also lists the fields, related lists, and Lightning actions added by the integration that are included in each page layout. For a description of the fields and Lightning actions, see the related field reference topic for the specific object.

Note:

Only the items added by the integration are listed here. All page layouts contain additional fields, related lists, and buttons from the core application.

We recommend that you review the page layouts and assign them to the relevant users. For more information about assigning page layouts, see the Salesforce Help.

SRP Page Layouts
Page Layout Fields Related Lists Lightning Actions
Billing Event Item Layout (ffpsai)

Services Product

Unit Price - Credit

Sales Credit Note Line Items

Sales Invoice Line Items

 
Billing Event Layout (ffpsai)

Account

Allow Delete Without Validation

Automatically Pass to Accounting

Billing Event Currency

Company

Sales Credit Notes

Sales Invoices

Create Sales Invoice or Credit Note

Expense Admin Layout (ffpsai)

Expense GLA Code

Net Value

Reimbursement Tax

Services Product

   
Expense Layout (ffpsai)

Expense GLA Code

Net Value

Reimbursement Tax

Services Product

   
Expense Report Admin Layout (ffpsai)

Automatically Pass to Accounting

Company

Expense GLA Code

Expense Reimbursement Account

Expense Report Currency

Passed to Accounting

Services Product

 

Create Payable Invoice or Credit Note

Expense Report Layout (ffpsai)

Automatically Pass to Accounting

Company

Expense GLA Code

Expense Reimbursement Account

Expense Report Currency

Passed to Accounting

Services Product

 

Create Payable Invoice or Credit Note

Journal Layout (ffpsai)

Miscellaneous Adjustment

   
Journal Line Item Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Automatically Pass to PSA

Journal Currency

Journal Date

Miscellaneous Adjustment Name

Passed to PSA

Project

Send to PSA

Transaction Category

Miscellaneous Adjustments

 
Miscellaneous Adjustment Layout(ffpsai)

Automatically Pass to Accounting

Balancing Amount

Balancing GLA Code

Company

Journal Line Item

Miscellaneous Adjustment Currency

Miscellaneous Adjustment GLA Code

Passed To Accounting

Payable Credit Note Expense Line Item

Payable Invoice Expense Line Item

Services Product

Integration Rule Log Line Items

Journals

Create Journal

Payable Credit Note Detail Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Expense Report

Expense Report Resource

Vendor Invoice

   
Payable Credit Note Expense Line Item Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Automatically Pass to PSA

Credit Note Currency

Credit Note Date

Expense

Gross Value

Miscellaneous Adjustment Name

Passed to PSA

Project

Transaction Category

Vendor Invoice Item

Miscellaneous Adjustments

 
Payable Credit Note Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Expense Report

Expense Report Resource

Vendor Invoice

   
Payable Invoice Detail Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Expense Report

Expense Report Resource

Vendor Invoice

   
Payable Invoice Expense Line Item Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Automatically Pass to PSA

Expense

Gross Value

Invoice Currency

Invoice Date

Miscellaneous Adjustment Name

Passed to PSA

Project

Transaction Category

Vendor Invoice Item

Miscellaneous Adjustments

 
Payable Invoice Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Expense Report

Expense Report Resource

Vendor Invoice

   
Sales Credit Note Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Billing Event

   
Sales Credit Note Line Item Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Billing Event Item

   
Sales Invoice Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Billing Event

   
Sales Invoice Line Item Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

Billing Event Item

   
Transaction Line Item Layout (ffpsai)

Analysis 1

Analysis 2

Analysis 3

Analysis 4

   
Vendor Invoice Item Layout (ffpsai)

Calculate Tax Value From Rate

Derive Tax Rate From Code

GLA Code

Input VAT Code

Net Value

Net Value - Credit

Set Tax Code To Default

Tax Rate

Tax Value

Tax Value - Credit

Integration Rule Log Line Items

Payable Credit Note Expense Line Items

Payable Invoice Expense Line Items

 
Vendor Invoice Layout (ffpsai)

Automatically Pass to Accounting

Company

Passed to Accounting

Vendor Invoice Currency

Integration Rule Log Line Items

Payable Credit Notes

Payable Invoices

Create Payable Invoice or Credit Note