Hi Everyone, I want to study about Certinia PSA and Service Estimator. Can anyone please help me with the study material and can we roll out a certinia org? Please help. Any help will be highly appreciated. Thanks.
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I am getting a multicurrency conversion error while submitting a timecard. It says valid exchange rates not found for currencies and /or dates specified. I verified that there is an exchange rate for this date. Where else can I look?
1 risposta
This error usually isn’t just about the date having an exchange rate; it’s about which currencies Salesforce is trying to convert.
Check the following:
- All involved currencies. Make sure exchange rates exist for every currency used on the Timecard, related Project, Resource, or Cost Rate records — not just the Timecard currency.
- Date used for conversion: Salesforce uses the transaction date (often the Timecard date or Start Date), not today’s date. Verify rates exist for that exact date.
- Dated Exchange Rates vs. Advanced Currency Management: If Advanced Currency Management is enabled, confirm the rate exists in Dated Exchange Rates, not just standard rates.
- Inactive currencies: Ensure none of the currencies involved were inactive on that date.
Most commonly, the issue is a missing dated exchange rate for a related record’s currency, not the Timecard itself.
Hi,
We are using Certinia Accounting version 2025.300.4 in our Salesforce org, and I am trying to determine if is still possible to post Sales Invoices using Apex after invoice has passed
validations.In earlier versions, classes like CODAInvoiceService or CODAAPIInvoiceService were available for programmatic posting,
Questions:
- Is there any supported method to programmatically post a Sales Invoice in this version (Apex, REST API, etc.)?
Our goal is to post invoices (after clicking a custom button on a different object) only if they pass specific validation rules and that
Any guidance or documentation references would be greatly appreciated!
Thanks in advance.
3 risposte
@Vipul S you can also do this declaratively by using a flow and let it update the field Trigger Posting on the Sales Invoice. See here: https://help.certinia.com/main/2025.3/Content/Accounting/Features/TriggerPosting/TriggerPostingDocuments.htm
We are using our own custom "Release" button, which calls a flow to mark the pse__Is_Released__c checkbox on the Billing Event record as
true. This triggers the Billing Event Batch to be marked as released. The associated Billing Event Items are also marked as released, and related business records such as Milestones and Expenses are updated to a "billed" state. This entire process is handled synchronously.However, when the Billing Event has more than 200 Billing Event Items(Configurable using releseSize configuration), the Billing Event Items are marked as released, but the related business records (e.g., Milestones and Expenses) are not updated to the "billed" state. A batch job is triggered, but it does not process anything.
We suspect that we may be missing an important step in the flow, as we are currently only updating the pse__Is_Released__c checkbox to true.
When we use the Release button provided by PSA, everything works correctly, but we prefer not to use that button.
Do you have any ideas or solutions for this issue?
1 risposta
It is better to use global billing API's of certinia , make invocable and call the invocable on click of your custom release button
Does anyone know what questions are asked in the FF PSA SysAdmin Certification exam? Where can I find scenarios or dummy projects to practice my PSA knowledge?
3 risposte
Certinia has sample questions for both certs posted here: https://certinia.my.site.com/trainingcenter/s/certifications
We are Certinia customers but no one has credentials to login to the Community and we currently require support. We are unable to close an adjustment period because we are getting an error due to validation rule. After getting this error we deactivated the validation rule but are continuing to get the same error. It sounds like we had this issue previously and Certinia support needed to do something on the backend for us. Any ideas?
2 risposte
@Susan Steele please email community@certinia.com and I'll be happy to help get you access to the Certinia Community so you can raise a support case.
Studying for the Admin Exams for FF & PSA, does anyone have any advice for these?
1 commento
@Matthew Nguyen I would complete any relevant training available to you at Certinia's Training Center. I passed both. They are not easy, so would also recommend some experience administering them.
Hello,
Is anyone know how I can check URL backup with vendor bills when I need to create Invoice for a Client for that bills in Billing events? I have 500 rows for just one Invoice and it is unpossible to click on every URL link to check vendor bill is it ok and then to click AR review and approved. It should be easier way for checking URL links for backup. Please help me!!!
Not able to find any Option in Custom Setting(Timecard Entry UI Personal).
2 risposte
No, In Time Entry UI (Portal). There is three input options for Project, Assignment and Milestone. When any one Assignment is selected, related project of the assignment is populating in project input. But Related Milestone not Populating.
Can anyone learn from certinia trailhead even if they are not customers of certinia?
3 risposte
I do not believe you can access Certinia Trailhead without being a customer or partner. It’s not part of the main Trailhead. Rather it’s “Trailhead for Companies”. Access is gated by permission sets in our primary org. You won’t exist in there so can’t be assigned that permission set