Journal Fields

The Journal and Journal Line Item objects are included in Accounting. For a description of the fields included in Accounting, see Journal Fields.

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

Field Added to the Journal Object
Field Description

Related Flows
Miscellaneous Adjustment Miscellaneous adjustment that the journal was created from. Miscellaneous Adjustments to Journals

Journal Line Item Fields

Here is a description of the fields that SRP adds to the Journal Line Item object.

Key: R – Read-only, 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 Journal Line Item Object
Field

 

 Description

Related Flows
Analysis 1-4  

Text fields used for reporting, conceptually similar to Dimension 1-4 fields.

If a matching field exists on the Miscellaneous Adjustment object, the value is automatically copied when the related journal is created from a miscellaneous adjustment.

For more information, see Configuring Dimension and Analysis Fields in SRP.

 Miscellaneous Adjustments to Journals
Automatically Pass to PSA E When selected, the journal line item is automatically passed to PSA as soon as it becomes eligible. Journal Line Items to Miscellaneous Adjustments
Journal Currency R ISO code of the currency of the related journal. Journal Line Items to Miscellaneous Adjustments
Journal Date R Date of the related journal. Journal Line Items to Miscellaneous Adjustments
Miscellaneous Adjustment Name R

Used to set the name of the miscellaneous adjustment created from the journal line item.

Populated with the name of the related journal, followed by - and the name of the journal line item.

 Journal Line Items to Miscellaneous Adjustments
Passed to PSA  

Indicates whether a matching miscellaneous adjustment exists in PSA.

This field is selected in the following scenarios:

  • When a miscellaneous adjustment is created from the journal line item.
  • When the journal line item was created from a miscellaneous adjustment.

Journal Line Items to Miscellaneous Adjustments

Miscellaneous Adjustments to Journals

Project   Project the journal line item relates to. Journal Line Items to Miscellaneous Adjustments
Send to PSA   Indicates whether to create a miscellaneous adjustment from the journal line item. Journal Line Items to Miscellaneous Adjustments
Transaction Category  

Transaction category of the miscellaneous adjustment created from the journal line item.

Note:

You must ensure that this picklist has the same values as the Transaction Category picklist on the Miscellaneous Adjustment object.

 Journal Line Items to Miscellaneous Adjustments

Buttons

Here is a description of the Lightning action and the button that SRP adds to the Journal Line Item object.

Lightning Action Added to the Journal Line Item Object
Action Description
Create Miscellaneous Adjustment

Creates a miscellaneous adjustment from an eligible journal line item.

Note:

Only available when the integration is running in enhanced mode.
Button Added to the Journal Line Item Object
Button Type Description
Create Miscellaneous Adjustments List Button Creates miscellaneous adjustments from eligible journal line items.