Certinia PSA-Sysadmin 問題集

質問 1：
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?
A. You 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.
B. You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that "Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.
C. In 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.
正解：B

質問 2：
On the Resource Request Lightning page, your team is requesting changes to the Filter panel on the right side of the page, and would like to know what configurations are possible.
Which two of the following configurations are available for the Filter panel? (Choose two.)
A. Add or Remove the Skills filters
B. Add or Remove the Start and End Date fields
C. Add or Remove Region. Practice, and Group filters
正解：B,C

質問 3：
A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?
A. The user is missing the Project Management Workspace Permission Control
B. The user is missing the PSA - Project Manager Permission Set
C. The user is not identified as the Project Manager on any projects
正解：A

質問 4：
What is the best practice for limiting permissions in a FinancialForce Permission Set Group?
A. Create a Muting Permission Set and add it to the Group
B. Build your own permissions or Permission Set Groups
C. Clone the Permission Set Group and remove unwanted permissions
正解：A

質問 5：
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?
A. Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission
B. Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field
C. Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted
正解：A

質問 6：
You are notified that some approved Miscellaneous Adjustments records are not getting picked up in the Billing Event Generation process during month end billing.
Which two of the following system settings do you need to have in place for Miscellaneous Adjustments to get picked up in the billing run? (Choose two.)
A. The person running the Billing Event Generation process does not have Billing Miscellaneous Adjustments permission control for the Region. Account, or Project selected on the Billing Generation process.
B. The Transaction Category value on the Miscellaneous Adjustments record exists in the Configuration option: BillingCategories.
C. The Effective Date value on the Miscellaneous Adjustments records is within the Date range of the Time period used on the Billing Generation process.
正解：B,C