PSA Data Dictionary

Billing

Config Key: asm-billing

Various preferences and controls for how billing information is packaged and released

Option NameTypeDescriptionDefault Value
adhocDisplayTimecard Text Uses a custom field set to display columns in the Project Billing and Account Billing windows, which enable you to select the relevant timecard splits.
adhocDisplayExpense Text Uses a custom field set to display columns in the Project Billing and Account Billing windows, which enable you to select the relevant expenses.
adhocDisplayBudget Text Uses a custom field set to display columns in the Project Billing and Account Billing windows, which enable you to select the relevant budget pre-bill amounts.
adhocDisplayMiscAdj Text Uses a custom field set to display columns in the Project Billing and Account Billing windows, which enable you to select the relevant miscellaneous adjustments.
adhocDisplayMilestone Text Uses a custom field set to display columns in the Project Billing and Account Billing windows, which enable you to select the relevant milestones.
adhocFilterTimecard Text Uses a custom field set to display filters in the Project Billing and Account Billing windows, which enable you to select the relevant timecard splits.
adhocFilterExpense Text Uses a custom field set to display filters in the Project Billing and Account Billing windows, which enable you to select the relevant expenses.
adhocFilterBudget Text Uses a custom field set to display filters in the Project Billing and Account Billing windows, which enable you to select the relevant budget pre-bill amounts.
adhocFilterMiscAdj Text Uses a custom field set to display filters in the Project Billing and Account Billing windows, which enable you to select the relevant miscellaneous adjustments.
adhocFilterMilestone Text Uses a custom field set to display filters in the Project Billing and Account Billing windows, which enable you to select the relevant milestones.
appendGeneratedItems Boolean If true, this config means that billing events and batches will be kept "open". Rather than creating a new billing event/batch, if an existing one matches the account/project/currency, new items will be added to it. TRUE
approvalsEnabled Boolean If true, this config means that the 'Approved for Billing' checkbox must be checked on the related business record to be eligible for Billing Event Generation, in addition to Include In Financials being checked, which is always a pre-requisite. false
billingEventGenerationDisplayBillingEvent Text Name of fieldset on Billing_Event__c of columns to display in the Billing Event Generation page.
billingEventGenerationDisplayBillingEventBatch Text Name of field set on Billing_Event_Batch__c defining columns to display on the Billing Event Generation page.
billingEventGenerationDisplayBillingEventItem Text Name of field set on Billing_Event_Item__c defining columns to display on the Billing Event Generation page.
billingInterfaceNamespace Text Namespace of the custom classes that implement the various BillingInterfaces
billingInterfaceRelease Text Name of class implementing the BillingInterface for Release
billingInterfaceInvoice Text Name of class implementing the BillingInterface for Invoice
billingInterfaceRemove Text Name of class implementing the BillingInterface for Remove
billingInterfaceClear Text Name of class implementing the BillingInterface for Clear
billingInterfaceRecalc Text Name of class implementing the BillingInterface for Recalc
budgetDescriptionFormat Text Format of billing event description field for budget records, where 0 is Description {0}
business-record-bei-locking Boolean If set, once a business record references a Billing Event Item, it may not be deleted and it's BEI may not be changed, even if it is not yet Billed or Invoiced. true
clearBatchSize Text Number of records to process in each batch in Clear Billing Data 200
confirm-billing-generation Boolean Determines whether the "Generate" button on the Billing Event Generation tab pops up a confirmation dialog before proceeding false
defaultAsync Boolean Whether to attempt to process some billing trigger functionality asynchronously (not recommended) false
deleteBatchSize Text Number of records to process in each batch delete execution 200
Delete_Zero_Amount_Batches Boolean Delete 0 amount batches if true. False by default. false
disallow-invoicing-of-unreleased-bes Boolean If true, disallows checking the Invoiced flag on a Billing Event if the Released flag is not also checked (default true). Default true. true
expenseDescriptionFormat Text Format of billing event description field for expense records, where 0 is resource name and 1 is Expense Date {0} on {1}
generateBatchSize Text Number of records to process in each batch generate execution 200
generateBillingForCompletedTimePeriodsOnly Boolean If using the flexible billing mode, restrict billing of items belonging to time periods that are completed (on the last day, or past) false
group-be-by-master-project Boolean If true, billing events will be group per Master Project instead of per Project. false
ignoreTimePeriodWhenAppendingItems Boolean Whether to create separate batches for each time period when appendGeneratedItems = true. false
includeBudgets Text If true, budgets are included when generating billing events TRUE
includeExpenses Text If true, expenses are included when generating billing events TRUE
includeMilestones Text If true, milestones are included when generating billing events TRUE
includeMiscellaneousAdjustments Text If true, miscellaneous adjustments are included when generating billing events TRUE
includeTimecards Text If true, timecards are included when generating billing events TRUE
invoiceBatchSize Text Number of records to process in each batch in Invoicing 200
maxBEIsPerBE Number Maximum number of Billing Event Items per Billing Event
maxNumberOfDaysPriorToQuery Number Maximum number of days prior to query for data
Max_Zero_Amount_Batches_To_Delete Number Sets a maximum number of zero-amount Billing Event Batches to auto-delete (based on the Delete_Zero_Amount_Batches config). Purpose: reduce to avoid query row governor limits. Default 400. 4000
Max_Zero_Amount_Events_To_Delete Number Sets a maximum number of zero-amount Billing Events to auto-delete (based on the Delete_Zero_Amount_Batches config). Purpose: reduce to avoid query row governor limits. Default 400. 4000
milestoneDescriptionFormat Text Format of billing event description field for milestone records, where 0 is Actual Date {0}
miscellaneousAdjustmentCategories Text If includeMiscellaneousAdjustments is true, only adjustments with categories in this list are included Pass-Through Ready-to-Bill Revenue
Ready-to-Bill Revenue
miscellaneousAdjustmentDescriptionFormat Text Format of billing event description field for miscellaneous adjustment records, where 0 is Description {0}
nextInvoiceNumber Text Next Invoice Number (Optional Config used by the defaultBillingInvoiceHandler if configured 10000
no-deletion-of-BEBs-with-released-or-invoiced-BEs Boolean If true (default), disallows any deletion, native or otherwise, of Billing Event Batches with one or more child Billing Events which are Released and/or Invoiced. true
numTimePeriodsToSelect Number Number of time periods to display in the Billing Event Generation page 10
projectBillingUIResultsPerTab Number The maximum number of items to display per page in each Project Billing record tab.The default value is 10. A maximum of 100 items can display per page,per tab. 10
pageSize Number The number of items on a page on the Billing Event Generation page 10
recalcBatchSize Text Number of records to process in each batch in Recalculating 200
releaseBatchSize Text Number of records to process in each batch release execution 200
separateBudgets Boolean If true, budgets are generated into separate billing events false
separateExpenses Boolean If true, expenses are generated into separate billing events true
separateExpensesByTypes Text Allows further separation of Expenses into separate billing Events.
separateMilestones Boolean If true, milestones are generated into separate billing events false
separateMiscellaneousAdjustments Boolean If true, miscellaneous adjustments are generated into separate billing events false
separateTimecards Boolean If true, timecards are generated into separate billing events false
timecardDescriptionFormat Text Format of billing event description field for timecard records, where 0 is resource name, 1 is start date, 2 is end date, and 3 is total hours/days {0} between {1} and {2} for {3} total hours/days
timePeriodType Text Time interval to use when generating billing events Month
unitType Picklist Defines the type of organizational hierarchy to use when generating billing events on the Billing Event Generation tab. Region
unitTypeSubfilters Boolean Allow the use of filtering to additional unit types when generating billing batches false
useFlexiblePeriodMode Boolean Utilize flexible period mode for generating billing events false