Creating Miscellaneous Adjustments from Expense Lines on a Payable Credit Note

You can use the Payable Credit Note Lightning record page to create miscellaneous adjustments from expense line items that are related to a payable credit note.

Note:

You can only perform these steps in Lightning and if PSA – Accounting Connector is running in enhanced mode 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..

To create miscellaneous adjustments from payable credit note expense line items:

1. Click the Payable Credit Notes tab.
2. Open the payable credit note which contains the expense lines items that you want to create miscellaneous adjustments from.
3. Click the Expense Lines tab, if it is not already open.
4. [Optional] Make changes to the expense lines and click Save. Unsaved changes are not reflected on the miscellaneous adjustments.
5. Select the payable credit note expense line items that you want to create miscellaneous adjustments from.
6. Click Create Miscellaneous Adjustments.
7. Click Create Miscellaneous Adjustments. The process starts in the background.
8. [Optional] Click View process run to open the related process run record. The process run contains the number of successfully processed records, the number of errors, and log entries for each record that was processed.

You are notified by email once the process finishes. The email contains a summary of the process run and a direct link to the process run record. The email is also sent to any additional email addresses defined by your administrator. For more information, see Additional Notification Recipients.