PSA Vendor Invoice to Payable Invoice ClickLink Rule

Note:

ClickLink rules are only used in legacy modeClosed When PSA – Accounting Connector runs in legacy mode, it uses the older mechanism that was introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is deselected.. In enhanced modeClosed When PSA – Accounting Connector 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 PSA – Accounting Connector Settings custom setting is selected., PSA – Accounting Connector uses Foundations mappings. For more information, see Object and Field Mappings.

Here are the field values for the PSA Vendor Invoice to Payable Invoice ClickLink rule.

Default Field Values

Field

Value

ClickLink RulePSA Vendor Invoice to Payable Invoice
Source Objectpse__Vendor_Invoice__c
Target Objectc2g__codaPurchaseInvoice__c
Source Object Name FieldName
Target Object Name FieldName
Source Object Process Fieldffpsai__EligibleForPayableInvoice__c
Source Object Processed Fieldffpsai__PassedToAccounting__c
Email TemplateVendorInvoicetoPayableInvoice

ClickLink Mappings

Here are the default ClickLink mappings related to the PSA Vendor Invoice to Payable Invoice rule.

Default Mappings
Mapping TypeSource FieldMapping LiteralTarget Field
Source FieldId ffpsai__VendorInvoice__c
Source Fieldffpsai__OwnerCompany__c c2g__OwnerCompany__c
Source Fieldpse__Account__c c2g__Account__c
Source Fieldpse__Invoice_Number__c c2g__AccountInvoiceNumber__c
Source Fieldpse__Date__c c2g__InvoiceDate__c
Source Fieldffpsai__VendorInvoiceCurrency__c c2g__InvoiceCurrency__c
Literal truec2g__DeriveDueDate__c
Literal truec2g__DerivePeriod__c
Literal falsec2g__CopyAccountValues__c
Literal falsec2g__DeriveCurrency__c

ClickLink Buttons

Here are the default ClickLink buttons related to the PSA Vendor Invoice to Payable Invoice rule.

Default Buttons
DescriptionVisualforce Page
Create Payable Invoiceffpsai__convertvinvtopinv
Create Payable Invoicesffpsai__convertvinvstopinvs