Customizing Your Own Page Layouts
If you decide to use your own page layouts, rather than using the predefined page layouts included in SRP, you must manually add the relevant fields and buttons.
The following table lists only the recommended fields that you might want to add to your page layouts. For a full list of fields and their descriptions, see the
Key: V – Only applicable to VAT companies; E – Only applicable when the integration is running in enhanced mode
When SRP runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience.
Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is selected..
| Object |
|
Field |
|---|---|---|
| Billing Event | Account | |
| Allow Delete Without Validation | ||
| E | Automatically Pass to Accounting | |
| Billing Event Currency | ||
| Company | ||
| Billing Event Item | Services Product | |
| Unit Price - Credit | ||
| Expense | Expense GLA Code | |
| Net Value | ||
| Net Value - Credit | ||
| Reimbursement Tax | ||
| Reimbursement Tax - Credit | ||
| Services Product | ||
| Expense Report | E | Automatically Pass to Accounting |
| Company | ||
| Expense GLA Code | ||
| Expense Reimbursement Account | ||
| Expense Report Currency | ||
| Passed to Accounting | ||
| Services Product | ||
| Integration Rule Log Line Item | Expense | |
| Expense Report | ||
| Journal Line Item | ||
| Miscellaneous Adjustment | ||
| Payable Credit Note Expense Line Item | ||
| Payable Invoice Expense Line Item | ||
| Vendor Invoice | ||
| Vendor Invoice Item | ||
| Journal | Miscellaneous Adjustment | |
| Journal Line Item | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| E | Automatically Pass to Accounting | |
| Journal Currency | ||
| Journal Date | ||
| Miscellaneous Adjustment Name | ||
| Passed to PSA | ||
| Project | ||
| Send to PSA | ||
| Transaction Category | ||
| Miscellaneous Adjustment | E | Automatically Pass to Accounting |
| Balancing Amount | ||
| Balancing GLA Code | ||
| Company | ||
| Eligible for Journal | ||
| 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 | ||
| Payable Credit Note | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| Expense Report | ||
| Expense Report Resource | ||
| Vendor Invoice | ||
| Payable Credit Note Expense Line Item | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| E | Automatically Pass to Accounting | |
| Credit Note Currency | ||
| Credit Note Date | ||
| Expense | ||
| Gross Value | ||
| Miscellaneous Adjustment Name | ||
| Passed to PSA | ||
| Project | ||
| Transaction Category | ||
| Vendor Invoice Item | ||
| Payable Invoice | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| Expense Report | ||
| Expense Report Resource | ||
| Vendor Invoice | ||
| Payable Invoice Expense Line Item Layout | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| E | Automatically Pass to Accounting | |
| Expense | ||
| Gross Value | ||
| Invoice Currency | ||
| Invoice Date | ||
| Miscellaneous Adjustment Name | ||
| Passed to PSA | ||
| Project | ||
| Transaction Category | ||
| Vendor Invoice Item | ||
| Sales Credit Note | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| Billing Event | ||
| Sales Credit Note Line Item | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| Billing Event Item | ||
| Sales Invoice | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| Billing Event | ||
| Sales Invoice Line Item | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| Billing Event Item | ||
| Transaction Line Item | Analysis 1 | |
| Analysis 2 | ||
| Analysis 3 | ||
| Analysis 4 | ||
| Vendor Invoice | E | Automatically Pass to Accounting |
| Company | ||
| Passed to Accounting | ||
| Vendor Invoice Currency | ||
| Vendor Invoice Item | V | Calculate Tax Value From Rate |
| V | Derive Tax Rate From Code | |
| GLA Code | ||
| V | Input VAT Code | |
| V | Net Value | |
| V | Net Value - Credit | |
| V | Set Tax Code To Default | |
| V | Tax Rate | |
| V | Tax Value | |
| V | Tax Value - Credit |