Billing Event Fields

The Billing Event and Billing Event Item objects are included in PSA. For a description of the fields included in PSA, see Billing Fields. The fields and buttons that SRP adds to these objects are used in the Billing Events to Sales Invoices or Credit Notes flow.

Here is a description of the fields that SRP adds to the Billing Event object.

Key: E – Only applicable when the integration is running in 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..

Fields Added to the Billing Event Object
Field

 

 Description
Automatically Pass to Accounting E When selected, the billing event is automatically passed to Accounting as soon as it becomes eligible.
Account  

Customer account the billing event relates to.

Automatically populated from the related project.
Allow Delete Without Validation  

If selected, when reverting billing data for the billing event, SRP doesn't check whether the billing event is related to a sales invoice or credit note. This means that the related Accounting document is not automatically processed. In addition, if this is selected, you can revert billing data for a billing event item that is linked to a sales invoice or credit note line item.

Warning:

We recommend that you only select this field as a last resort. If this is deselected, when you revert billing data, SRP automatically processes the related Accounting document or displays an error message with information on how to manually fix the issue. For more information, see Reverting Billing Data for Invoiced Billing Events.
Company  

Accounting company the billing event relates to.

Automatically populated from the related project. Depending on the value of the Company Source for BE, ER, and MA custom setting field, the company is populated from the region, practice, or group related to the project.
Billing Event Currency  

Accounting currency for the billing event.

Automatically set to the Accounting currency linked to the company that has the same ISO code as the Currency field.

Buttons

Here is a description of the Lightning action and the buttons that SRP adds to the Billing Event object.

Lightning Action Added to the Billing Event Object
Action Description
Create Sales Invoice or Credit Note

Creates a sales invoice or credit note from an eligible billing event.

Notes:
  • Only available when the integration is running in enhanced mode.
  • This Lightning action replaces the Create Invoices/Credits detail page button.
Buttons Added to the Billing Event Object
Button Type Description
Create Invoices/Credits Detail Page Button Creates a sales invoice or credit note from an eligible billing event.
Create Invoices/Credits List Button Creates sales invoices and credit notes from eligible billing events.

Billing Event Item Fields

Here is a description of the fields that SRP adds to the Billing Event Item object.

Key: E - Only used when the integration is running in enhanced mode, R – Read-only.

Fields Added to the Billing Event Item Object
Field

 

 Description
Accounting Line Description

E

R

Used to populate the Line Description field on the sales invoice or credit note line item created from the billing event item.

When the billing event item originates from a milestone, this is set to the name of the milestone. Otherwise, it is set to the Description field of the billing event item.
Services Product  

Product or service the billing event item relates to. Used to populate the Product Name field on the sales invoice or credit note line item created from the billing event item.

This field can be automatically populated from the related business records. For more information, see How is the Services Product Field Populated for a Billing Event Item Record?
Unit Price - Credit R

Credit unit price of the item to be billed.

This is the Unit Price with the opposite sign.