You can control miscellaneous adjustmentA catch-all business record that allows you to correct data entry errors or adjust transactions. behavior using the Miscellaneous Adjustment 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 miscellaneous adjustment behavior.
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Indicates whether the Approver field on an miscellaneous adjustment is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToMiscellaneousAdjustmentApprover 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.. |
| auto-share-with-project-manager-user | Defines the level of sharing with the project manager for newly created miscellaneous adjustments. 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 miscellaneous adjustments. You can choose from the values None, Read or Edit. The default value is None. |
These settings in the Actuals configuration group control where transactions generated by miscellaneous adjustments roll up to.
The Billing Event Generation process only picks up miscellaneous adjustments with categories listed in the BillingsCategories configuration option in the Actuals configuration group . By default, only Ready-to-Bill Revenue is included in the BillingsCategories configuration option. This means that only miscellaneous adjustments of that category get billed and/or invoiced. When the transactions get billed or invoiced, those transactions are marked eligible respectively, and roll up to the Billed and Invoiced Actuals buckets. Roll-ups are also dependent on Include in Financials eligibility.
The Actuals Types configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature. contains configuration options that define the period types for which actuals records are created for Regions, Practices, Groups, Projects and Resources. See "Actuals Settings".