Discuss Certinia PSA-Sysadmin Exam Topic 3 Question 62

In your organization, you always send 2 separate invoices to your customers -- one for Timecards & Expenses and the other for Misc Adjustment type billable records.

How could this be done automatically using FinancialForce functionality?

AYou would set the 'separateMiscellaneousAdiustments' Configuration Option to 'True', so that 'Timecards & Expenses' and 'Misc Adjustments' are included in two separate Billing events.

BIn the first Billing cycle, the Billing team would deselect the 'Include Misc Adjustment' checkbox, to exclude those records from the Billing Event. In the second Billing cycle, they would be required to select 'Include Misc Adjustment' and deselect 'Include Timecards and Expenses', resulting in two separate Billing Events.

CYou would set the 'Include Misc Adjustments' settings in the 'Billing' custom settings to 'False', so those are included in a separate Billing Event from Timecards & Expenses.

Suggested Answer: A

To automatically generate two separate invoices---one for Timecards & Expenses and another for Misc Adjustments, follow these steps:

Navigate to Configuration Groups Billing.

Locate the setting 'separateMiscellaneousAdjustments'.

Set the value to 'True' to ensure Misc Adjustments are separated into a different Billing Event.

Save and apply the changes.

Option B (manually selecting checkboxes in each billing cycle) is incorrect because it requires manual intervention and does not automate the process.

Option C (changing the 'Include Misc Adjustments' setting in Billing custom settings) is incorrect because this setting does not control the separation of billing events.

Thus, the correct answer is A.

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18 comments · newest first

Ivette 17 days ago

C might be safer for avoiding errors in billing.

Destiny 22 days ago

Efficiency is great, but I worry about missing adjustments with A.

Huey 28 days ago

I feel like A is the most efficient for our workflow.

Ivette 1 month ago

C is clear-cut. Just set it once and forget it.

Destiny 1 month ago

B allows for adjustments if needed. Flexibility is key.

Huey 1 month ago

True, but A saves time. No manual steps needed.

Ivette 2 months ago

Option C seems straightforward too. Less confusion for the team.

Destiny 2 months ago

I prefer option B. It gives more control over the billing process.

Huey 2 months ago

I think option A is the best. Simple and automatic.

Wilda 2 months ago

I’ve always used A), works like a charm!

Helaine 2 months ago

Wait, can we really automate this? Seems too good to be true!

Maryann 2 months ago

C) is definitely the way to go for clarity.

Pansy 3 months ago

I disagree, B) seems more straightforward.

Barabara 3 months ago

A) sounds right, that’s how we do it!

Annamaria 3 months ago

I feel like I might have seen something similar in our training, but I can't remember if the configuration options were the same as in option A.

Jamika 3 months ago

I thought option C was about excluding records, but I can't recall if it actually leads to separate billing events.

Annette 3 months ago

I remember practicing a question like this, and I feel like option B could work, but it seems a bit manual for what we're trying to automate.

Whitney 4 months ago

I think option A sounds familiar, but I'm not entirely sure if it's the right setting to use for separating the invoices.

Certinia PSA-Sysadmin Exam - Topic 3 Question 62 Discussion