PSA Billing Event to Sales Invoice ClickLink Rule

Note:

This rule is only available in your org if you adopted enhanced modeClosed 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. in SRP Spring 2021.

Starting with Fall 2021, ClickLink rules are no longer used in enhanced mode. For more information, see Object and Field Mappings.

In legacy mode, SRP uses integration rules for the Billing Events to Sales Invoices or Credit Notes flow. For more information, see Creating SRP Integration and ClickLink Rules in Legacy Mode.

Here are the field values for the PSA Billing Event to Sales Invoice ClickLink rule.

Default Field Values

Field

Value
ClickLink RulePSA Billing Event to Sales Invoice
Source Objectpse__Billing_Event__c
Target Objectc2g__codaInvoice__c
Source Object Name FieldName
Target Object Name FieldName
Source Object Process Fieldpse__Is_Released__c

ClickLink Mappings

Here are the default ClickLink mappings related to the PSA Billing Event to Sales Invoice rule.

Default Mappings
Source FieldTarget Field
Idffpsai__BillingEvent__c
ffpsai__OwnerCompany__cc2g__OwnerCompany__c
ffpsai__Account__cc2g__Account__c
CurrencyIsoCodeCurrencyIsoCode
ffpsai__BillingEventCurrency__cc2g__InvoiceCurrency__c