Generate a Miscellaneous Adjustment from Payable Invoice in Accounting

Problem

You want to book accounts payable in Accounting to costs on a project in PSA.

Solution

Using ClickLink, create a ClickLink rule to take costs from a payable invoice in Accounting and create a miscellaneous adjustment in PSA:

1. Add the following fields to the Payable Invoice object:
   • Misc Adjustment Created (checkbox)
   • Project (lookup to project in PSA)
   • PSA Expense Report (lookup to Expense Report in PSA)
   • Misc Adjustment Name (lookup to Miscellaneous Adjustment in PSA)
2. Add the following fields to the Miscellaneous Adjustment object:
   • Payable Invoice (lookup to Payable Invoice in Accounting)
3. Add a section to the Payable Invoice object page layout with the custom fields that you created in the previous step.
4. Create a ClickLink rule to create a miscellaneous adjustment in PSA from a payable invoice in Accounting:

   Recommended Values for the Create Misc Adjustment from Payable Invoice ClickLink Rule

   Item	Value
   ClickLink Rule Name	Create Misc Adjustment from Payable Invoice
   Source Object	c2g__codaPurchaseInvoice__c
   Source Object Name Field	Name
   Source Object Processed Field	Misc_Adjustment_Created__c
   Target Object	pse__Miscellaneous_Adjustment__c
   Target Object Name Field	Name

5. Create these ClickLink mappings for the ClickLink rule you created in the previous step:

   Recommended Mappings for the Create Misc Adjustment from Payable Invoice ClickLink Rule

   Target Record Created From	Mapping Type	Mapping Literal	Source Field	Target Field
   Source Record	Source Field		Project__c	pse__Project__c
   Source Record	Source Field		c2g__InvoiceTotal__c	pse__Amount__c
   Source Record	Literal	External Cost		pse__Transaction_Category__c
   Source Record	Source Field		c2g__InvoiceDescription__c	pse__Description__c
   Source Record	Source Field		Misc_Adjustment_Name__c	Name
   Source Record	Source Field		c2g__InvoiceDate__c	pse__Effective_Date__c
   Source Record	Source Field		Name	Payable_Invoice__c

6. Create a Visualforce page to convert a single payable invoice to a miscellaneous adjustment. You can use the following Visualforce markup:

   <apex:page standardController="c2g__codaPurchaseInvoice__c" extensions="ffirule.IntegrationRuleEngine" action="{!convert}">

   <ffirule:IntegrationRule engine="{!engine}"/></apex:page>
7. Create a Visualforce page to convert payable invoices from a list to miscellaneous adjustments. You can use the following Visualforce markup:

   <apex:page standardController="c2g__codaPurchaseInvoice__c" extensions="ffirule.IntegrationRuleEngine" action="{!convert}" recordSetVar="records">

   <ffirule:IntegrationRule engine="{!engine}"/></apex:page>
8. In the Payable Invoice object, create buttons to access the Visualforce pages you created in the previous steps.
9. Add the CreateMiscAdj button to the Payable Invoice object page layout.
10. Add the CreateMiscAdjs button to the Payable Invoice object Payable Invoices List View.
11. In the Create Misc Adjustment from Payable Invoice rule, create the corresponding buttons for the buttons you created in the previous step.

To test the ClickLink rule, click Create Misc Adjustment on a payable invoice. A miscellaneous adjustment is created in PSA.