Creating a product

The MSP wants to be able to create a new product in Advanced Automation (PSA).

Prerequisite

  • Partner must have Advanced Automation (PSA) enabled.

Note

If Advanced Automation (PSA) is not enabled for this partner, the event should be shown in the pulldown list, but be shown as disabled.

Input fields

Field

Value

Mandatory

Product name

Text string

Mandatory

Description

Text string

Not mandatory

External id

Text string

Not mandatory

Price

Number

Mandatory

Taxable

Not mandatory

Cost

Number

Mandatory

Product type

One of:
  • Contract product

  • Project product

  • Activity-based ticket billing

Not mandatory

Ticket product

One of:
  • Yes

  • No

Not mandatory

Ledger

One of a list of ledger names in Advanced Automation (PSA).

Not mandatory

Active

One of:
  • Yes

  • No

Not mandatory

VAR product

One of:
  • Yes

  • No

Not mandatory

Post conditions

  • A product is created in Advanced Aautomation (PSA) with the provided fields and values.