Metadata Changes when Updating the RM-PSA Integration for Recognition Schedules

When you enable the Update RM-PSA Integration for Schedules feature in Feature Console, the following fields are created:

Object Field Description
Recognition Schedule Milestone Lookup to the milestone associated with this recognition schedule.
  Expense Lookup to the expense associated with this recognition schedule.
  Timecard Split Lookup to the timecard split associated with this recognition schedule.
  Miscellaneous Adjustment Lookup to the miscellaneous adjustment associated with this recognition schedule.
Recognition Schedule Line Project Lookup to the project associated with this recognition schedule line.

Updates to Existing Recognition Settings

The Update RM-PSA Integration for Schedules feature makes the following changes to each source object's recognition settings record created by the Enabling Revenue Recognition for PSA feature:

  • Maps the Recognition Schedule Lookup to the Milestone, Expense, Timecard Split or Miscellaneous Adjustment lookup created on the Recognition Schedule object.
  • Maps the Recognition Schedule Line Lookups to the Project lookup created on the Recognition Schedule Line object.
  • Sets the Parent Relationship Paths to the source object's lookup that will populate the Recognition Schedule Line Lookups (i.e. Project).
  • Maps Account to the Account lookup on the source object's associated Project.

Updates to Existing Recognition Templates

No changes are made to the recognition templates created by the Enabling Revenue Recognition for PSA feature.