Deferred Revenue Reporting Billings Input Fields

Input fields are the foundation of the Deferred Revenue Reporting Billings dataset. These fields are extracted from your org and from existing Analytics datasets by the recipe when you create the Engagement Analytics app. The data is then processed to populate your app's dataset.

Base Objects

The Engagement Analytics recipe combines the data from the several PSA objects with data from your existing Project Reporting dataset from PS Cloud Core Analytics to extract field information.

The following PSA objects are imported:

  • Billing Event
  • Billing Event Item

The recipe also imports the Salesforce Currency Type object.

Currency Type Object

These are the fields retrieved from the Currency Type object:

Fields Retrieved from the Currency Type Object

Field Label

Field API Name

Description

Conversion Rate ConversionRate We use this to convert the Amount value of the billing event item back to its original currency.
Currency ISO Code IsoCode We use this to link the currency type to the billing event item.

Billing Event and Billing Event Item Objects

These are the main fields retrieved from the Billing Event and Billing Event Item objects in PSA. For more information about these fields, see Billing Fields.

Fields Retrieved from the Billing Event Object
Field Label Field API Name Description
Date pse__Date__c We use this field to populate the Billing Date field in the resulting dataset.
Invoiced pse__Invoiced__c We use this field to populate the Status field in the resulting dataset.
Name Name We use this field to populate the Billing Event Number field in the resulting dataset.
Record ID Id

We use this field to join the billing event with its child billing event item records.

We also use this field to populate the Billing Event ID field in the resulting dataset.

Released pse__Is_Released__c We use this field to populate the Status field in the resulting dataset.
Fields Retrieved from the Billing Event Item Object
Field Label Field API Name Description
Amount pse__Amount__c We use this field to populate the Amount Billed (Document) and Amount Billed (Dual) fields in the resulting dataset.
Billing Event pse__Billing_Event__c We use this field to join the billing event item with its parent billing event record.
Expense pse__Expense__c

We use this field to link the billing event item to the expense record that the item was created for.

We also use it to populate the Source Child ID field in the resulting dataset.

Milestone pse__Milestone__c

We use this field to link the billing event item to the milestone record that the item was created for.

We also use it to populate the Source Child ID field in the resulting dataset.

Miscellaneous Adjustment pse__Miscellaneous_Adjustment__c

We use this field to link the billing event item to the miscellaneous adjustment record that the item was created for.

We also use it to populate the Source Child ID field in the resulting dataset.

Name Name We use this field to populate the Description field in the resulting dataset.
Record ID Id We use this field to populate the Billing Event Item ID field in the resulting dataset.
Summary pse__Summary__c We use this field to populate the Description field in the resulting dataset.
Timecard Split pse__Timecard_Split__c

We use this field to link the billing event item to the timecard split record that the item was created for.

We also use it to populate the Source Child ID field in the resulting dataset.

Project Reporting Dataset

These are the fields retrieved from the Project Reporting dataset. For more information about these fields, see Project Reporting Dataset Output Fields.

Fields Retrieved from the Project Reporting Dataset
Label Name Description
Account ID AccountId These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset.
Account Name AccountName
End Date EndDate
Project Exchange Rate ValueProjectExchangeRate
Start Date StartDate
Actuals Template ID ActualsTemplateID We use this field to populate the Template ID field in the resulting dataset.
Currency ISO Code CurrencyIsoCode We use this field to populate the Source Currency field in the resulting dataset.
Name Name We use this field to populate the Object Name field in the resulting dataset.
Object Type ProjectReportingType

We use this field to populate the Object Type field in the resulting dataset.

We also use this field to filter out records that are not required.

Project Billed Amount ValueProjectBilled We use this field to populate the Source Billed Amount field in the resulting dataset.
Project Billings ValueProjectBillings We use this field to populate the Source Billings field in the resulting dataset.
Project Company ID ProjectCompanyId We use this field to populate the Company ID field in the resulting dataset.
Project Company Name ProjectCompanyName We use this field to populate the Company Name field in the resulting dataset.
Project ID ProjectId We use this field to populate the Source ID field in the resulting dataset.
Project Name ProjectName We use this field to populate the Source Name field in the resulting dataset.
Project Start Date ProjectStartDate We use this field to populate the Source Start Date field in the resulting dataset.
Record ID RecordId

We use this field to populate the Object ID field in the resulting dataset.

We also use this field to join the Project Reporting data with the records directly retrieved from PSA objects.