Knowledge:What are Certinia's Case Categories?

What are Certinia's Case Categories?

Certinia's support case categories for products and product areas have been updated. This change introduces new values for categorizing support cases. The new structure is organized into three levels: Product, Product Area, and Product Process. A mapping table is available to show how previous categories correspond to the new ones.

Apr 16, 2025
Knowledge

Title

What are Certinia's Case Categories?

URL Name

What-are-Certinia-s-Case-Categories

Answer

FM Cloud
PS Cloud
CS Cloud
Other

Product Selection: FM Cloud

Product (Level 1)	Product Area (Level 2)	Product Process (Level 3)
FM Cloud	Accounts Payable	Manage Vendors
		Record & Approve Vendor Invoices
		Process Vendor Payments
		Manage Prepaid Expenses
		Manage Vendor Credits
		Generate AP Reports
FM Cloud	Accounts Receivable	Manage Customers
		Manage Collections
		Process Cash Receipts
		Process Customer Write Offs
		Process Customer Credits & Refunds
		Generate AR Reports
FM Cloud	Cash & Bank Management	Manage Bank Accounts
		Import Bank Statements
		Reconcile Bank Accounts
		Manage Lockboxes
		Manage Payment Methods
		Generate Cash & Bank Management Reports
FM Cloud	Cost Management	Define Cost Amortization Methods
		Generate Cost Schedules
		Recognize Costs/Expenses
FM Cloud	Customer Community	Collaborate Directly with Customers
		Manage Customer Self Service Inquiries on Account Status
		Manage Customer Self Service Invoice Payments
FM Cloud	Customer Engagement	Manage Customers
		Define Customer Engagement Policies
		Analyze Profitability
		Generate Revenue Contracts
FM Cloud	Fixed Assets	Manage Fixed Assets
		Depreciate Fixed Assets
		Dispose or Sell a Fixed Asset
		Transfer a Fixed Asset
FM Cloud	General Ledger	Maintain Chart of Accounts
		Process Allocations
		Process Journal Entries
		Process Period End Adjustments
		Post & Reconcile Intercompany Transactions
		Reconcile General Ledger Accounts
		Perform Consolidations & Process Eliminations
		Prepare Trial Balance
		Prepare & Post Management Adjustments
		Perform Year End Closing
FM Cloud	Inventory Management	Manage Inventory
		Manage Inventory Network
		Establish Inventory Controls
		Execute Production Orders
		Manage Returns to Vendor
		Manage Customer Returns
		Generate Inventory Reports
FM Cloud	Multi-Revenue Billing	Manage Subscription Contracts & Billing
		Manage Usage Billing
		Manage Billing of Inventoried Items
		Generate Consolidated Invoices
		Generate & Send Customer Invoices
FM Cloud	Order Fulfillment	Manage Order Fulfillment Activities
		Establish Item Pricing
		Quote Tangible Goods
		Create & Approve Sales Orders
		Generate Order Management Reports
FM Cloud	Procurement	Manage Suppliers
		Manage Procurement Activities
		Procure Goods & Services for Internal Consumption
		Procure Goods or Services for Resale
		Match Supplier Invoices
		Source Tangible Goods
		Manage Subscription Contracts
		Generate Procurement Reports
FM Cloud	Revenue Management	Recognize Revenue
		Generate Revenue Schedules
		Manage Revenue Contracts
FM Cloud	Tax Management	Manage Tax Codes & Rates
		Calculate Tax
		Generate Tax Reports
FM Cloud	Reporting
FM Cloud	Analytics	Core Analytics
		Advanced Analytics
		Financial Report Builder
FM Cloud	Integrations	Unaric (formerly Asperato)
		Avalara
		Conga
FM Cloud	Flow
FM Cloud	Organization Setup & Administration	Set Up Applications
		Assign User Permissions & Licenses
		Deploy Products & Configuration
		Deploy Organizational Metadata
		Activate Product Features
		Manage Language Translations
		Import Data

Product Selection: PS Cloud

Product (Level 1)	Product Area (Level 2)	Product Process (Level 3)
PS Cloud	Analytics	Core Analytics
PS Cloud	Analytics	Advanced Analytics
PS Cloud	Cost Management	Define Cost Amortization Methods
		Generate Cost Schedules
		Recognize Costs/Expenses
PS Cloud	Customer Engagement	Manage Customers
		Define Customer Engagement Policies
		Analyze Profitability
		Generate Revenue Contracts
PS Cloud	Customer Community	Collaborate Directly with Customers
PS Cloud	Expense Management	Enter Expenses
PS Cloud	Expense Management	Approve Expenses
PS Cloud	Multi-Revenue Billing	Manage Billing for Professional Services
PS Cloud	Multi-Revenue Billing	Generate & Send Customer Invoices
PS Cloud	Opportunity Management	Create Projects from Opportunities
PS Cloud	Analytics	Core Analytics
PS Cloud	Analytics	Advanced Analytics
PS Cloud	Reporting
PS Cloud	Project Management	Set Up Projects
		Manage Project Plans
		Track Project Financials
		Close Projects
		Manage Project Templates
PS Cloud	Resource Management	Manage Resource Records
		Request Resources
		Staff Projects
		Review & Predict Capacity & Demand
PS Cloud	Revenue Management	Define Revenue Recognition Treatments
PS Cloud	Services Estimator (formerly Services CPQ)	Create Estimates
		Manage Estimate Templates
		Manage Estimate Financials
		Push Estimates to Opportunities
		Create a Project from an Estimate
		Integrate with Other Estimating Tools
PS Cloud	Skills Management	Manage Skills Taxonomy
PS Cloud	Skills Management	Manage Resource Skills
PS Cloud	Time Management	Enter Time
PS Cloud	Time Management	Approve Time
PS Cloud	Integrations	Jira
		Concur
		Calendar Sync
PS Cloud	Flow	Flow
PS Cloud	Organization Setup & Administration	Set Up Applications
		Assign User Permissions & Licenses
		Deploy Products & Configuration
		Deploy Organizational Metadata
		Activate Product Features
		Manage Language Translations
		Import Data

Product Selection: CS Cloud or Other

Product (Level 1)	Product Area (Level 2)	Product Process (Level 3)
CS Cloud	CS Cloud - All
Other	Upgrade to Latest Version	Upgrade to Latest Version
	CLX Hub	CLX Hub
	Performance	Performance
	Certinia Community	Certinia Community

Additional Notes

Case Category Changes Summary

Previous Values		New Values
Product	Product Area	Product		Product Area
Unaric (formerly Asperato)	Unaric (formerly Asperato)	→	FM Cloud	Integrations
Billing Central	Billing Central	→	FM Cloud	Multi-Revenue Billing
Community	Community	→	Other	Certinia Community
Consulting Tools	Consulting Tools	→	FM Cloud OR PS Cloud	Organization Setup & Administration
Customer Success Cloud	Customer Success Cloud	→	CS Cloud	CS Cloud - All
FF Accelerate CLX Hub	CLX General	→	Other	CLX Hub
FF Accelerate CLX Hub	Accelerate Builds	→	Other	CLX Hub
FF Accelerate CLX Hub	Accelerate BPMs	→	Other	CLX Hub
FF Accelerate CLX Hub	FF Dataloader	→	Other	CLX Hub
Financial Management	General Ledger, Transactions, & Budgeting	→	FM Cloud	General Ledger
Financial Management	Setup & Configuration	→	FM Cloud	Organization Setup & Administration
Financial Management	Accounts Payable	→	FM Cloud	Accounts Payable
Financial Management	Accounts Receivable	→	FM Cloud	Accounts Receivable
Financial Management	Cash Management	→	FM Cloud	Cash & Bank Management
Financial Management	Analytics & Reporting	→	FM Cloud	Analytics
Financial Management	Printing/Email	→	FM Cloud	Integrations
Financial Management	Tax	→	FM Cloud	Tax Management
Financial Management	Performance	→	FM Cloud	Performance
Financial Management	Intercompany	→	FM Cloud	Global Business Management
Financial Management	Integrations	→	FM Cloud	Integrations
Financial Planning & Analysis	Financial Planning & Analysis	→	FM Cloud	Analytics
Fixed Asset Management	Fixed Asset Management	→	FM Cloud	Fixed Assets
Foundations	Foundations	→	FM Cloud OR PS Cloud	Organization Setup & Administration
Professional Services Automation	Setup & Configuration	→	PS Cloud	Organization Setup & Administration
Professional Services Automation	Project Management	→	PS Cloud	Project Management
Professional Services Automation	Resource Management	→	PS Cloud	Resource Management
Professional Services Automation	Time Management	→	PS Cloud	Time Management
Professional Services Automation	Billing & Invoice Management	→	PS Cloud	Multi-Revenue Billing
Professional Services Automation	Project Financials	→	PS Cloud	Project Management
Professional Services Automation	Analytics & Reporting	→	PS Cloud	Analytics
Professional Services Automation	Expense Management	→	PS Cloud	Expense Management
Professional Services Automation	Services Forecasting	→	PS Cloud	Analytics
Professional Services Automation	Opportunity Management	→	PS Cloud	Opportunity Management
Professional Services Automation	Integrations	→	PS Cloud	Integrations
Revenue Management	Revenue Recognition Transactions	→	FM Cloud	Revenue Management
Revenue Management	Recognized Revenue - Accounting	→	FM Cloud	Revenue Management
Revenue Management	Setup & Configuration	→	FM Cloud	Organization Setup & Administration
Revenue Management	Recognized Revenue - Project Billing	→	FM Cloud	Revenue Management
Revenue Management	Analytics & Reporting	→	FM Cloud	Analytics
Services Estimator (formerly Services CPQ)	Services Estimator (formerly Services CPQ)	→	PS Cloud	Services Estimator (formerly Services CPQ)
Supply Chain Management	Purchase Orders & AP Vouchers	→	FM Cloud	Procurement
Supply Chain Management	Sales Orders Process & Invoicing	→	FM Cloud	Order Fulfillment
Supply Chain Management	Inventory	→	FM Cloud	Inventory Management
Supply Chain Management	Setup & Configuration	→	FM Cloud	Organization Setup & Administration
Supply Chain Management	Shipping, Receiving, & Action Queues	→	FM Cloud	Order Fulfillment
Supply Chain Management	Configure Price Quote / Advanced Quoting	→	FM Cloud	Order Fulfillment
Supply Chain Management	Production Orders	→	FM Cloud	Order Fulfillment
Supply Chain Management	Analytics & Reporting	→	FM Cloud	Analytics
Supply Chain Management	Services Contracts	→	FM Cloud	Order Fulfillment
Supply Chain Management	Integrations	→	FM Cloud	Integrations

ArticlesWhat are Certinia's Case Categories?

What are Certinia's Case Categories?

Content Standard Guide

Information

​​​Product Selection: FM Cloud

Product Selection: PS Cloud

Product Selection: CS Cloud or Other

Case Category Changes Summary

Product Selection: FM Cloud