SRP Integration Settings Fields
Use the fields in the SRP Integration Settings custom setting to change the behavior of the integration.
Key: * – Mandatory field; 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.; L – Only used when the integration is running in legacy mode When SRP runs in legacy mode, it uses the older mechanism that were introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is deselected..
Field |
|
Description |
Related Flows |
---|---|---|---|
Additional Notification Recipients | E |
Additional recipients that are notified by email when a background execution of an integration flow finishes. The value is a list of email addresses separated by semicolons (;). |
Billing Events to Sales Invoices or Credit Notes Expense Reports to Payable Invoices or Credit Notes Journal Line Items to Miscellaneous Adjustments Miscellaneous Adjustments to Journals Payable Credit Note Expense Line Items to Miscellaneous Adjustments Payable Invoice Expense Line Items to Miscellaneous Adjustments Vendor Invoices to Payable Invoices or Credit Notes |
BE Account Optional for Release |
If selected, the Account field is not required when releasing a billing event. Deselected by default. |
Billing Events to Sales Invoices or Credit Notes | |
BE Additional Eligibility Field | E |
API name of the field on the Billing Event object used to determine whether a billing event is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Billing Events to Sales Invoices or Credit Notes |
BE Additional Email Destination (Legacy) | L |
Additional email address that is notified when a background execution of the Billing Events to Sales Invoices or Credit Notes flow finishes. |
Billing Events to Sales Invoices or Credit Notes |
BE Auto Pass to Accounting Field |
* E |
API name of the field on the Billing Event object used to determine whether a billing event is automatically passed to Accounting as soon as it becomes eligible. It must be a checkbox or formula checkbox. The default is ffpsai__AutomaticallyPassToAccounting__c. |
Billing Events to Sales Invoices or Credit Notes |
BE BEI Synchronous Limit |
* E |
Maximum number of billing event items in a billing event that can be processed synchronously. If the number of items in a billing event is greater than this number, the billing event is always processed asynchronously (in the background) when creating a sales invoice or credit note. This applies when you pass the billing event to Accounting using the Create Sales Invoice or Credit Note Lightning action or using the auto pass functionality. For more information, see Creating a Sales Invoice or Credit Note from a Single Billing Event and How Does the Automatically Pass to Accounting Functionality Work? The default is 200. |
Billing Events to Sales Invoices or Credit Notes |
BE Company Optional for Release |
If selected, the Company field is not required when releasing a billing event. Deselected by default. |
Billing Events to Sales Invoices or Credit Notes | |
BE Currency Optional for Release |
If selected, the Billing Event Currency field is not required when releasing a billing event. Deselected by default. |
Billing Events to Sales Invoices or Credit Notes | |
BE Maximum BEIs per BE |
Maximum number of billing event items that a billing event can contain. This limit is applied when releasing a billing event and when creating a sales invoice or sales credit note from the billing event. When this is blank, no limits are applied. Blank by default. |
Billing Events to Sales Invoices or Credit Notes | |
BE Validation Limit for BEAR and BEAI | E |
Maximum number of selected billing events that are validated after clicking the Release or Release and Invoice actions on the Billing Events Awaiting Release page and the Create Sales Invoices and Credit Notes action on the Billing Events Awaiting Invoicing page. If fewer billing events than the specified number are selected and some of them are not eligible for the action, a warning or an error displays. If more billing events are selected, an info message always displays regardless of eligibility. The default is 200. For more information about these actions, see the following: |
Billing Events to Sales Invoices or Credit Notes |
BEI Additional Eligibility Field | E |
API name of the field on the Billing Event Item object used to determine whether a billing event item is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Billing Events to Sales Invoices or Credit Notes |
BEI Budget Category | * |
Value of the Category picklist for billing event items that originate from budget records. SRP uses this field to determine the value of the Services Product field for billing event items. For more information, see How is the Services Product Field Populated for a Billing Event Item Record? The default value is Budget. |
Billing Events to Sales Invoices or Credit Notes |
BEI Expense Category | * |
Value of the Category picklist for billing event items that originate from expense records. SRP uses this field to determine the value of the Services Product field for billing event items. The default value is Expense. |
Billing Events to Sales Invoices or Credit Notes |
BEI Milestone Category | * |
Value of the Category picklist for billing event items that originate from milestone records. SRP uses this field to determine the value of the Services Product field for billing event items. The default value is Milestone. |
Billing Events to Sales Invoices or Credit Notes |
BEI Miscellaneous Adjustment Category | * |
Value of the Category picklist for billing event items that originate from miscellaneous adjustment records. SRP uses this field to determine the value of the Services Product field for billing event items. The default value is Miscellaneous Adjustment. |
Billing Events to Sales Invoices or Credit Notes |
BEI Product Optional for Release |
If selected, the Services Product field on billing event items is not required when releasing a billing event. Deselected by default. |
Billing Events to Sales Invoices or Credit Notes | |
BEI Timecard Category | * |
Value of the Category picklist for billing event items that originate from timecard records. SRP uses this field to determine the value of the Services Product field for billing event items. The default value is Timecard. |
Billing Events to Sales Invoices or Credit Notes |
Company Source for BE, ER, and MA |
Field used to automatically populate the value of the Company field on billing events, expense reports, and miscellaneous adjustments. This can be the Company field on the Region, Practice, or Group objects. You can enter one of the following values:
|
Billing Events to Sales Invoices or Credit Notes Expense Reports to Payable Invoices or Credit Notes Miscellaneous Adjustments to Journals |
|
Copy Analysis 1-4 when Posting |
If selected, when an Accounting document is posted, the Analysis 1-4 fields are automatically copied from the document and its line items to the transaction line items. For more information, see Configuring Dimension and Analysis Fields in SRP. Deselected by default. |
Billing Events to Sales Invoices or Credit Notes Expense Reports to Payable Invoices or Credit Notes Miscellaneous Adjustments to Journals Vendor Invoices to Payable Invoices or Credit Notes |
|
DEP: BE Override Max BEIs for Release |
This field has been deprecated and is no longer used. |
||
DEP: VI Override Max VIIs for Submit |
This field has been deprecated and is no longer used. |
||
ER Additional Eligibility Field | E |
API name of the field on the Expense Report object used to determine whether an expense report is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Expense Reports to Payable Invoices or Credit Notes |
ER Auto Pass to Accounting Field |
* E |
API name of the field on the Expense Report object used to determine whether an expense report is automatically passed to Accounting as soon as it becomes eligible. It must be a checkbox or formula checkbox. The default is ffpsai__AutomaticallyPassToAccounting__c. |
Expense Reports to Payable Invoices or Credit Notes |
ER Company Optional for Approve |
When selected, the Company field is not required when approving an expense report. Deselected by default. |
Expense Reports to Payable Invoices or Credit Notes | |
ER Currency Optional for Approve |
When selected, the Expense Report Currency field is not required when approving an expense report. Deselected by default. |
Expense Reports to Payable Invoices or Credit Notes | |
Expense (Non-Reimbursable) GLA Optional |
If selected, non-reimbursable expenses that don't contain a valid expense GLA can be approved. If deselected, an error occurs when trying to approve a non-reimbursable expense without a valid GLA. Deselected by default. |
Expense Reports to Payable Invoices or Credit Notes | |
Expense (Reimbursable) GLA Optional |
If selected, reimbursable expenses that don't contain a valid expense GLA can be approved. If deselected, an error occurs when trying to approve a reimbursable expense without a valid GLA. Deselected by default. |
Expense Reports to Payable Invoices or Credit Notes | |
Expense Additional Eligibility Field | E |
API name of the field on the Expense object used to determine whether an expense is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Expense Reports to Payable Invoices or Credit Notes |
JLI Additional Eligibility Field | E |
API name of the field on the Journal Line Item object used to determine whether a journal line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Journal Line Items to Miscellaneous Adjustments |
JLI Auto Pass to PSA Field |
* E |
API name of the field on the Journal Line Item object used to determine whether a journal line item is automatically passed to PSA as soon as it becomes eligible. It must be a checkbox or formula checkbox. The default is ffpsai__AutomaticallyPassToPSA__c. |
Journal Line Items to Miscellaneous Adjustments |
MA Additional Eligibility Field | E |
API name of the field on the Miscellaneous Adjustment object used to determine whether a miscellaneous adjustment is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Miscellaneous Adjustments to Journals |
MA Auto Pass to Accounting Field |
* E |
API name of the field on the Miscellaneous Adjustment object used to determine whether a miscellaneous adjustment is automatically passed to Accounting as soon as it becomes eligible. It must be a checkbox or formula checkbox. The default is ffpsai__AutomaticallyPassToAccounting__c. |
Miscellaneous Adjustments to Journals |
MA Company Optional for Approve |
When selected, the Company field is not required when approving a miscellaneous adjustment. Deselected by default. |
Miscellaneous Adjustments to Journals | |
MA Currency Optional for Approve |
When selected, the Miscellaneous Adjustment Currency field is not required when approving a miscellaneous adjustment. Deselected by default. |
Miscellaneous Adjustments to Journals | |
MA Default Balancing GLA |
Name of the default general ledger account for the balancing journal line item. Used to automatically populate the Balancing GLA Code field for a miscellaneous adjustment record. |
Miscellaneous Adjustments to Journals | |
MA GLAs Optional for Approve |
When selected, the Miscellaneous Adjustment GLA Code field is not required when approving a miscellaneous adjustment. Deselected by default. |
Miscellaneous Adjustments to Journals | |
PCNELI Additional Eligibility Field | E |
API name of the field on the Payable Credit Note Expense Line Item object used to determine whether a payable credit note expense line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Payable Credit Note Expense Line Items to Miscellaneous Adjustments |
PCNELI Auto Pass to PSA Field |
* E |
API name of the field on the Payable Credit Note Expense Line Item object used to determine whether a payable credit note expense line item is automatically passed to PSA as soon as it becomes eligible. It must be a checkbox or formula checkbox. The default is ffpsai__AutomaticallyPassToPSA__c. |
Payable Credit Note Expense Line Items to Miscellaneous Adjustments |
PINELI Additional Eligibility Field | E |
API name of the field on the Payable Invoice Expense Line Item object used to determine whether a payable invoice expense line item is eligible for being passed to PSA. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Payable Invoice Expense Line Items to Miscellaneous Adjustments |
PINELI Auto Pass to PSA Field |
* E |
API name of the field on the Payable Invoice Expense Line Item object used to determine whether a payable invoice expense line item is automatically passed to PSA as soon as it becomes eligible. It must be a checkbox or formula checkbox. The default is ffpsai__AutomaticallyPassToPSA__c. |
Payable Invoice Expense Line Items to Miscellaneous Adjustments |
Project Source for Line Items (Legacy) | L |
API name of a field on Accounting document line item objects used to map to the Project field on the Miscellaneous Adjustment object. This can be a lookup field or a text field. For example, you might want to use Analysis 2 to specify the project linked to an Accounting document line item, instead of using the Project picklist. The default value is ffpsai__Project__c. SRP uses this value when you create the following ClickLink rules:
|
Journal Line Items to Miscellaneous Adjustments Payable Credit Note Expense Line Items to Miscellaneous Adjustments Payable Invoice Expense Line Items to Miscellaneous Adjustments |
Run Integration in Enhanced Mode |
When selected, the integration runs using the improved mechanisms introduced starting with Spring 2021. When deselected, the integration runs using the mechanisms available before the Spring 2021 release. For more information, see Enhanced Mode. |
All |
|
Sync Groups to Dimension 3 Records |
If selected, when a group is created or updated in PSA, SRP automatically creates or updates a matching dimension 3 record in Accounting. Deselected by default. For more information about this flow, see Syncing Groups to Dimension 3 Records. |
Sync Groups to Dimension 3 Records | |
Sync Practices to Dimension 2 Records |
If selected, when a practice is created or updated in PSA, SRP automatically creates or updates a matching dimension 2 record in Accounting. Deselected by default. For more information about this flow, see Syncing Practices to Dimension 2 Records. |
Sync Practices to Dimension 2 Records | |
Sync Projects to Dimension 4 Records |
If selected, when a project is created or updated in PSA, SRP automatically creates or updates a matching dimension 4 record in Accounting. Deselected by default. For more information about this flow, see Syncing Projects to Dimension 4 Records. |
Sync Projects to Dimension 4 Records | |
Sync Regions to Dimension 1 Records |
If selected, when a region is created or updated in PSA, SRP automatically creates or updates a matching dimension 1 record in Accounting. Deselected by default. For more information about this flow, see Syncing Regions to Dimension 1 Records. |
Sync Regions to Dimension 1 Records | |
VI Additional Eligibility Field | E |
API name of the field on the Vendor Invoice object used to determine whether a vendor invoice is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Vendor Invoices to Payable Invoices or Credit Notes |
VI Auto Pass to Accounting Field |
* E |
API name of the field on the Vendor Invoice object used to determine whether a vendor invoice is automatically passed to Accounting as soon as it becomes eligible. It must be a checkbox or formula checkbox. The default is ffpsai__AutomaticallyPassToAccounting__c. |
Vendor Invoices to Payable Invoices or Credit Notes |
VI Company Optional for Submit |
If selected, the Company field is not required when the Submitted field is selected for a vendor invoice. Deselected by default. |
Vendor Invoices to Payable Invoices or Credit Notes | |
VI Currency Optional for Submit |
If selected, the Vendor Invoice Currency field is not required when the Submitted field is selected for a vendor invoice. Deselected by default. |
Vendor Invoices to Payable Invoices or Credit Notes | |
VI Invoice Number Optional for Submit |
If selected, the Invoice Number field is not required when the Submitted field is selected for a vendor invoice. Deselected by default. |
Vendor Invoices to Payable Invoices or Credit Notes | |
VI Maximum VIIs per VI |
Maximum number of vendor invoice items that a vendor invoice can contain. This limit is applied when submitting a vendor invoice for approval and when creating a payable invoice or credit note from the vendor invoice. Blank by default. |
Vendor Invoices to Payable Invoices or Credit Notes | |
VI VII Synchronous Limit |
* E |
Maximum number of vendor invoice items in a vendor invoice that can be processed synchronously. If the number of items in a vendor invoice is greater than this number, the vendor invoice is always processed asynchronously (in the background) when creating a payable invoice or credit note. This applies when you pass the vendor invoice to Accounting using the Create Payable Invoice or Credit Note Lightning action or using the auto pass functionality. For more information, see Creating a Payable Invoice or Credit Note from a Single Vendor Invoice and How Does the Automatically Pass to Accounting Functionality Work? The default is 200. |
Vendor Invoices to Payable Invoices or Credit Notes |
VII Additional Eligibility Field | E |
API name of the field on the Vendor Invoice Item object used to determine whether a vendor invoice item is eligible for being passed to Accounting. The field is used alongside the default eligibility criteria. For more information, see Defining Additional Record Eligibility Criteria in Enhanced Mode. It must be a checkbox or formula checkbox. When this value is blank, only the default criteria is applied. Blank by default. |
Vendor Invoices to Payable Invoices or Credit Notes |
VII GLA Optional for Submit |
If selected, the GLA Code field on vendor invoice items is not required when the Submitted field is selected for the related vendor invoice. Deselected by default. |
Vendor Invoices to Payable Invoices or Credit Notes |