SECTIONSAssigning PSA – Accounting Connector Page Layouts
The following table lists all the predefined page layouts in PSA – Accounting Connector. It also lists the fields, related lists, and Lightning actions added by the integration that are included in each page layout. For a description of the fields and Lightning actions, see the
We recommend that you review the page layouts and assign them to the relevant users. For more information about assigning page layouts, see the Salesforce Help.
| Page Layout | Fields | Related Lists | Lightning Actions |
|---|---|---|---|
| Billing Event Item Layout (ffpsai) |
Services Product Unit Price - Credit |
Sales Credit Note Line Items Sales Invoice Line Items |
|
| Billing Event Layout (ffpsai) |
Account Allow Delete Without Validation Automatically Pass to Accounting Billing Event Currency Company |
Sales Credit Notes Sales Invoices |
Create Sales Invoice or Credit Note |
| Expense Admin Layout (ffpsai) |
Expense GLA Code Net Value Reimbursement Tax Services Product |
||
| Expense Layout (ffpsai) |
Expense GLA Code Net Value Reimbursement Tax Services Product |
||
| Expense Report Admin Layout (ffpsai) |
Automatically Pass to Accounting Company Expense GLA Code Expense Reimbursement Account Expense Report Currency Passed to Accounting Services Product |
Create Payable Invoice or Credit Note |
|
| Expense Report Layout (ffpsai) |
Automatically Pass to Accounting Company Expense GLA Code Expense Reimbursement Account Expense Report Currency Passed to Accounting Services Product |
Create Payable Invoice or Credit Note |
|
| Journal Layout (ffpsai) |
Miscellaneous Adjustment |
||
| Journal Line Item Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Automatically Pass to PSA Journal Currency Journal Date Miscellaneous Adjustment Name Passed to PSA Project Send to PSA Transaction Category |
Miscellaneous Adjustments |
|
| Miscellaneous Adjustment Layout(ffpsai) |
Automatically Pass to Accounting Balancing Amount Balancing GLA Code Company Journal Line Item Miscellaneous Adjustment Currency Miscellaneous Adjustment GLA Code Passed To Accounting Payable Credit Note Expense Line Item Payable Invoice Expense Line Item Services Product |
Integration Rule Log Line Items Journals |
Create Journal |
| Payable Credit Note Detail Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Expense Report Expense Report Resource Vendor Invoice |
||
| Payable Credit Note Expense Line Item Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Automatically Pass to PSA Credit Note Currency Credit Note Date Expense Gross Value Miscellaneous Adjustment Name Passed to PSA Project Transaction Category Vendor Invoice Item |
Miscellaneous Adjustments |
|
| Payable Credit Note Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Expense Report Expense Report Resource Vendor Invoice |
||
| Payable Invoice Detail Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Expense Report Expense Report Resource Vendor Invoice |
||
| Payable Invoice Expense Line Item Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Automatically Pass to PSA Expense Gross Value Invoice Currency Invoice Date Miscellaneous Adjustment Name Passed to PSA Project Transaction Category Vendor Invoice Item |
Miscellaneous Adjustments |
|
| Payable Invoice Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Expense Report Expense Report Resource Vendor Invoice |
||
| Sales Credit Note Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Billing Event |
||
| Sales Credit Note Line Item Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Billing Event Item |
||
| Sales Invoice Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Billing Event |
||
| Sales Invoice Line Item Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 Billing Event Item |
||
| Transaction Line Item Layout (ffpsai) |
Analysis 1 Analysis 2 Analysis 3 Analysis 4 |
||
| Vendor Invoice Item Layout (ffpsai) |
Calculate Tax Value From Rate Derive Tax Rate From Code GLA Code Input VAT Code Net Value Net Value - Credit Set Tax Code To Default Tax Rate Tax Value Tax Value - Credit |
Integration Rule Log Line Items Payable Credit Note Expense Line Items Payable Invoice Expense Line Items |
|
| Vendor Invoice Layout (ffpsai) |
Automatically Pass to Accounting Company Passed to Accounting Vendor Invoice Currency |
Integration Rule Log Line Items Payable Credit Notes Payable Invoices |
Create Payable Invoice or Credit Note |