PSA Permissions

PSA - Generate Billing Events

API Name: PSAGenerateBillingEvents

Generate billing events and billing event batches for billing eligible business records.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

TypeItemPermission
Object Permission Account Read
Contact Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Apex Class Permission BILL_ProjectBillingGenerateController Enabled
BILL_ProjectsAwaitingBillingController Enabled
BILL_ProjectFilterController Enabled
Bill_MassBillingGenerateController Enabled
LookupSearchController Enabled
PageControlsController Enabled
UnitPickerController Enabled
Field Permission Contact.Group__c Read
Contact.Practice__c Read
Contact.Region__c Read
Contact.Salesforce_User__c Read
Contact.Work_Calendar__c Read
Billing_Event_Batch__c.Account__c Read
Billing_Event_Batch__c.Summary_Amount__c Read
Billing_Event_Batch__c.Time_Period__c Read
Billing_Event_Item__c.Amount__c Read
Billing_Event_Item__c.Category__c Read
Billing_Event_Item__c.Date__c Read
Billing_Event_Item__c.Description__c Read
Billing_Event_Item__c.Quantity__c Read
Billing_Event_Item__c.Subcategory__c Read
Billing_Event_Item__c.Unit_Price__c Read
Billing_Event__c.Date__c Read
Billing_Event__c.Project__c Read
Billing_Event__c.Summary_Amount__c Read
Budget__c.Description__c Read
Budget__c.Pre_Billed_Amount__c Read
Expense__c.Assignment__c Read
Expense__c.Billing_Amount__c Read
Expense__c.Billing_Currency__c Read
Expense__c.Description__c Read
Expense__c.Expense_Report__c Read
Expense__c.Milestone__c Read
Expense__c.Resource__c Read
Expense__c.Type__c Read
Grp__c.Group_ID_Chain__c Read
Milestone__c.Actual_Date__c Read
Milestone__c.Description__c Read
Miscellaneous_Adjustment__c.Description__c Read
Miscellaneous_Adjustment__c.Transaction_Category__c Read
Practice__c.Practice_ID_Chain__c Read
Proj__c.Account__c Read
Proj__c.Add_BEIs_To_Existing_Batches__c Read
Proj__c.Billing_Eligible_Budgets__c Read
Proj__c.Billing_Eligible_Expenses__c Read
Proj__c.Billing_Eligible_Milestones__c Read
Proj__c.Billing_Eligible_Misc_Adjustments__c Read
Proj__c.Billing_Eligible_Timecard_Splits__c Read
Proj__c.Billing_Type__c Read
Proj__c.Bookings__c Read
Proj__c.Group__c Read
Proj__c.Pre_Bill_Type__c Read
Proj__c.Project_ID_Chain__c Read
Proj__c.Project_Manager__c Read
Proj__c.Region__c Read
Proj__c.Practice__c Read
Proj__c.Stage__c Read
Region__c.Region_ID_Chain__c Read
Timecard__c.Assignment__c Read
Timecard__c.End_Date__c Read
Timecard__c.Milestone__c Read
Timecard__c.Resource__c Read
Timecard__c.Start_Date__c Read
Timecard__c.Total_Billable_Amount__c Read
Timecard__c.Total_Days_Worked__c Read
Timecard__c.Total_Hours__c Read
Object Permission Assignment__c Read
Billing_Event_Batch__c Read
Billing_Event_Item__c Read
Billing_Event__c Read
Budget__c Read, Edit
Expense_Report__c Read
Expense__c Read, Edit
Grp__c Read
Milestone__c Read, Edit
Miscellaneous_Adjustment__c Read, Edit
Practice__c Read
Proj__c Read
Region__c Read
Time_Period__c Read
Timecard_Header__c Read
Timecard__c Read, Edit
appirio_core__App_Log__c Read
Apex Page Permission AccountBilling Enabled
BillingEvents Enabled
BillingEventHelp Enabled
BillingEventsSchedule Enabled
ProjectBilling Enabled
Tab Permission Billing_Event_Generation Available
Proj__c Available
Projects_Awaiting_Billing Available


© Copyright 2009–2021 FinancialForce.com, inc. All rights reserved. Various trademarks held by their respective owners.