Services Resource Planning (SRP)

Services Resource Planning (SRP) integrates Professional Services Automation (PSA) with 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 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.

Note:

You can use legacy mode until you are ready to upgrade to enhanced mode. We recommend using enhanced mode for new and existing SRP users. We plan to deprecate legacy mode in a future release.

Differences Between Enhanced and Legacy Modes
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.

Integration Flows Available in Enhanced and Legacy Modes
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

Services Resource Planning (SRP)

Enhanced Mode

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Release Information

Setup

Integration Flows

Reference Information

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