Here is a description of the fields on a miscellaneous adjustmentA catch-all business record that allows you to correct data entry errors or adjust transactions..
Key:
* – Mandatory.
R – Read-only.
| Field | Description | ||
|---|---|---|---|
| Admin Global Edit | Select to make the changes global. This includes changes to the miscellaneous adjustment's projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., resourceA contact that works on a project., currency, and date regardless of whether Include in Financials is selected. To use this option, set Actuals Calculation Mode to Scheduled. | ||
| Amount | * | Amount for the internal adjustment. | |
| Approved | Indicates whether the miscellaneous adjustment is approved. | ||
| Approved for Billing | Indicates whether the miscellaneous adjustment is approved for billing. This field must be checked prior to Billing Generation. Your administrator can set up an approval process, field update, or trigger to automatically manage this field setting based on defined criteria. | ||
| Approved for Vendor Payment | Indicates whether it's OK to send an invoice to a vendor when invoicing costs for external resources. | ||
| Approver | Current approver of the miscellaneous adjustment. | ||
| Audit Notes | Audit notes for the business transaction. | ||
| Bill Date | Bill date for the miscellaneous adjustment. | ||
| Bill Transaction | Bill transaction to which the adjustment applies. | ||
| Billed | Indicates whether the miscellaneous adjustment has been included in a billing eventA means of generating billing information that can be fed into a financial system. | ||
| Billing Event | Lookup to the related billing event. | ||
| Billing Event Item | Lookup to the related billing event item. | ||
| Billing Event Status | Status of the associated billing event. | ||
| Billing Event Released | Indicates whether the billing event associated with the miscellaneous adjustment is released. | ||
| Billing Event Invoiced | Indicates whether the miscellaneous adjustment was invoiced. | ||
| Billing Hold | Indicates whether billing for the miscellaneous adjustment is on hold. When selected, the miscellaneous adjustment cannot be billed and is not included when generating billing events. | ||
| Description | Description of the transaction. | ||
| Effective Date | * | Date to which the adjustment applies from. | |
| Eligible for Billing | Indicates whether the miscellaneous adjustment is in a state that is eligible for billing event generation. In addition, the Approved for Billing checkbox and an eligible transaction category may also be required depending on the global configuration that your administrator has set. | ||
| Exclude from Billing | Indicates whether the business recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget is to be excluded from billing. You can override this setting on child objects such as timecard splits and expenses. | ||
| Include in Financials | Indicates whether this miscellaneous adjustment's numbers should be included in financial roll-ups to projects and RPGs. | ||
| Invoice Number | Number of the related invoice. | ||
| Invoice Transaction | Invoice transaction to which the adjustment applies. | ||
| Invoiced | Indicates the miscellaneous adjustment has been invoiced. | ||
| Invoiced Date | Invoice date for the miscellaneous adjustment. | ||
| Miscellaneous Adjustment Name | * | Name of the miscellaneous adjustment. | |
| Override Project Region/Practice/Group | Overrides the regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the transactions on a miscellaneous adjustment roll up to for Region/Practice/Group actuals. | ||
| Override Project Region/Practice/Group Currency Code | Currency code of the currency selected on the Override Project Region/Practice/Group. | ||
| Owner | R | Owner of the miscellaneous adjustment. | |
| Project | * | Lookup to the related project. | |
| Status | Approval status of the miscellaneous adjustment. | ||
| Transaction | Transaction to which the adjustment applies. | ||
| Transaction Category | * | Transaction category to which the adjustment applies. | |
| Vendor Account | Vendor account to which the miscellaneous adjustment applies. | ||
| Vendor Invoice Item | Vendor invoice item to which the miscellaneous adjustment applies. |