PSA Permissions

PSA - Revert Billing Data

API Name: PSARevertBillingData

Remove billing events and billing event items and revert all associated records to a state when they are eligible for billing again.

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_RevertBillingController Enabled
BILL_BEAwaitingReleaseController Enabled
BILL_BEsAwaitingInvoicingController Enabled
BILL_BillingEventController Enabled
BILL_InvoicedBillingEventsController Enabled
BILL_BillingEventFilterController Enabled
LookupSearchController Enabled
Field Permission Billing_Event__c.Approver__c Read
Billing_Event__c.Billing_Event_Batch__c Read
Billing_Event__c.Project__c Read
Billing_Event__c.Summary_Amount__c Read
Billing_Event__c.Invoice_Number__c Read
Billing_Event__c.Invoice_Date__c Read
Billing_Event_Batch__c.Account__c Read
Billing_Event_Batch__c.Time_Period__c Read
Billing_Event_Item__c.Amount__c Read
Billing_Event_Item__c.Budget__c Read
Billing_Event_Item__c.Category__c Read
Billing_Event_Item__c.Expense__c Read
Billing_Event_Item__c.Milestone__c Read
Billing_Event_Item__c.Miscellaneous_Adjustment__c Read
Billing_Event_Item__c.Timecard_Split__c Read
Billing_Event_Item__c.Unit_Price__c Read
Budget__c.Billed__c Edit, Read
Budget__c.Bill_Date__c Edit, Read
Budget__c.Invoiced__c Edit, Read
Budget__c.Invoice_Date__c Edit, Read
Budget__c.Invoice_Number__c Edit, Read
Expense__c.Billed__c Edit, Read
Expense__c.Bill_Date__c Edit, Read
Expense__c.Description__c Edit, Read
Expense__c.Invoiced__c Edit, Read
Expense__c.Invoice_Date__c Edit, Read
Expense__c.Invoice_Number__c Edit, Read
Expense__c.Resource__c Edit, Read
Expense__c.Type__c Edit, Read
Expense_Report__c.Billed__c Edit, Read
Expense_Report__c.Invoiced__c Edit, Read
Milestone__c.Actual_Date__c Read
Milestone__c.Billed__c Edit, Read
Milestone__c.Bill_Date__c Edit, Read
Milestone__c.Invoiced__c Edit, Read
Milestone__c.Invoice_Date__c Edit, Read
Milestone__c.Invoice_Number__c Edit, Read
Miscellaneous_Adjustment__c.Billed__c Edit, Read
Miscellaneous_Adjustment__c.Bill_Date__c Edit, Read
Miscellaneous_Adjustment__c.Description__c Read
Miscellaneous_Adjustment__c.Invoiced__c Edit, Read
Miscellaneous_Adjustment__c.Invoice_Date__c Edit, Read
Miscellaneous_Adjustment__c.Invoice_Number__c Edit, Read
Miscellaneous_Adjustment__c.Transaction_Category__c Read
Proj__c.Account__c Edit, Read
Proj__c.Region__c Edit, Read
Timecard__c.Assignment__c Edit, Read
Timecard__c.End_Date__c Edit, Read
Timecard__c.Resource__c Edit, Read
Timecard__c.Start_Date__c Edit, Read
Timecard__c.Total_Hours__c Edit, Read
Timecard_Header__c.Billed__c Edit, Read
Timecard_Header__c.Invoiced__c Edit, Read
Object Permission Assignment__c Read
Billing_Event__c Read
Billing_Event_Batch__c Read
Billing_Event_Item__c Read, Edit, Delete
Budget__c Read, Edit
Expense__c Read, Edit
Expense_Report__c Read, Edit
Grp__c Read
Milestone__c Read, Edit
Miscellaneous_Adjustment__c Read, Edit
Practice__c Read
Proj__c Read
Region__c Read
Timecard__c Read
Timecard_Header__c Read, Edit
Time_Period__c Read
Apex Page Permission BillingEvents Enabled
ClearBillingDataBudget Enabled
ClearBillingDataEvent Enabled
ClearBillingDataEvents Enabled
ClearBillingDataExpense Enabled
ClearBillingDataExpenseReport Enabled
ClearBillingDataItem Enabled
ClearBillingDataItems Enabled
ClearBillingDataMilestone Enabled
ClearBillingDataMiscellaneousAdjustment Enabled
ClearBillingDataTimecard Enabled
ClearBillingDataTimecardSplit Enabled
Tab Permission Billing_Event__c Available
Billing_Event_Batch__c Available
Billing_Event_Generation Available
Budget__c Available
Expense__c Available
Milestone__c Available
Miscellaneous_Adjustment__c Available
Timecard__c Available
Billing_Events_Awaiting_Release Available
Billing_Events_Awaiting_Invoicing Available
Invoiced_Billing_Events Available
User Permission SendCustomNotifications Enabled


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