You can control budget behavior using the Budget configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature.. Use these settings to manage budget behavior.
| Field | Description | |
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The types of budget that PSA is to automatically create budget headers for. | |
| Type_Customer_PO | Contains the value corresponding to a Customer Purchase Order that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Customer_PO_Change_Request | Contains the value corresponding to a Customer Purchase Order Change Request that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Internal_Budget | Contains the value corresponding to a Internal Budget that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Internal_Budget_Change_Request | Contains the value corresponding to a Internal Budget Change Request that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Vendor_PO | Contains the value corresponding to a Vendor Purchase Order that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Vendor_PO_Change_Request | Contains the value in the Budget Type drop-down list which corresponds to a Vendor Purchase Order Change Request. | |
| Type_WO | Contains the value corresponding to a Work Order that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_WO_Change_Request | Contains the value corresponding to a Work Order Change Request that is displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Customer_PO_Extra | Contains additional values corresponding to a Customer Purchase Order to be displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Customer_PO_Change_Request_Extra | Contains additional values corresponding to a Customer Purchase Order Change Request to be displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Internal_Budget_Extra | Contains additional values corresponding to a Internal Budget to be displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Internal_Budget_Change_Request_Extra | Contains additional values corresponding to a Internal Budget Change Request to be displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Vendor_PO_Extra | Contains additional values corresponding to a Vendor Purchase Order to be displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_Vendor_PO_Change_Request_Extra | Contains additional values to be displayed in the Budget Type drop-down list that correspond to a Vendor Purchase Order Change Request. | |
| Type_WO_Extra | Contains additional values that correspond to a Work Order to be displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| Type_WO_Change_Request_Extra | Contains additional values corresponding to a Work Order Change Request to be displayed in the Budget Type drop-down list. If you change the value in the Type custom field on the Budget object, you must also change the value in this setting. | |
| update-approver-on-edit | Indicates whether the Approver field on a budget is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToBudgetApprover configuration option in the ASM TriggersAutomated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature.. | |
| use-new-pre-bill-field-if-populated | Indicates whether PSA is to use the new Pre_Billed_Amount__c field instead of the PreBilledAmount__c field. The new field accepts 16 digits plus two digits to the right of the decimal point. The old field accepts 18 digits with no decimal point. When the new field is in use, PSA looks that field first. If the new field is empty, PSA then looks at the old field. | |
| auto-share-with-project-manager-user | Defines the level of sharing with the project manager for newly created budgets. You can choose from the values None, Read or Edit. The default value is None. | |
| auto-share-with-project-resources | Defines the level of sharing with assigned project resources for newly created budgets. You can choose from the values None, Read or Edit. The default value is None. |
The Budget Errors configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature. contains error messages related to budgets.
| Field | Description |
|---|---|
| ERROR_BUDGET_LOCKED_IF_PROJECT_NOT_ACTIVE | Error message displayed when a user attempts to add or edit a budget when the project that it is associated with is not active. |
| ERROR_BUDGET_DATE_LOCKED_IF_INCLUDED_IN_FINANCIALS | Error message displayed when a user attempts to change the effective date of a budget when that budget has already been included in financials. |
| ERROR_BUDGET_PROJECT_CURRENCY_MISMATCH | Error message displayed when a user attempts to set a different currency on a budget to that specified on the project to which it relates. |