Revenue Management
Home
Objects
All
ASC 606, IFRS 15
Revenue Forecasting
Revenue Recognition
Setup
G
RevenueContract__c
Revenue Contract
+!!Revenue Contract Number!!Name
-!!Account!!Account__c
-!!Active!!Active__c
#!!Allocation Ratio!!AllocationRatio__c
#!!Allocation Status!!AllocationStatus__c
-!!Company!!Company__c
-!!Currency Decimal Places!!CurrencyDP__c
-!!Description!!Description__c
-!!Display Information!!AccountName__c
-!!End Date!!EndDate__c
-!!Engagement!!Engagement__c
-!!Null Allocation Ratio Count!!TotalNullAllocationRatioCount__c
-!!Null SSP Count!!NullSSPCount__c
-!!Performance Obligations Count!!PerformanceObligationsCount__c
-!!PO Allocated Revenue Override Count!!POAllocatedRevenueOverrideCount__c
#!!Ready for Allocation!!Allocatable__c
#!!Recognition Complete!!RevenueRecognitionComplete__c
-!!Recognition Template!!ffrrtemplate__c
#!!Revenue!!Revenue__c
#!!Revenue Allocated!!RevenueAllocated__c
-!!Revenue Override!!RevenueOverride__c
-!!Start Date!!StartDate__c
-!!Total Allocated Revenue!!TotalAllocatedRevenue__c
-!!Total Allocated Revenue Override!!TotalAllocatedRevenueOverride__c
-!!Total Cost!!TotalCost__c
-!!Total Cost Recognized To Date!!TotalAmortizedToDate__c
-!!Total Revenue!!TotalRevenue__c
-!!Total Revenue Recognized To Date!!TotalRecognizedToDate__c
-!!Total SSP!!TotalSSP__c
-!!Total SSP for Allocation!!TotalSSPForAllocation__c
-!!Zero SSP Count!!ZeroSSPCount__c
+ ListUpdatePerformanceObligations()
+ AllocateRevenue()
+ UpdatePerformanceObligations()
+ ListAllocateRevenue()
+ ManageObligations()
Template__c
Recognition Template
+!!Recognition Template Name!!Name
-!!Calculation Type!!CalculationType__c
-!!Cost Basis!!CostBasis__c
-!!Forecast Schedule Definition!!ForecastScheduleDefinition__c
-!!Performance Obligation Rec. Template!!ffrrPerformanceObligationTemplate__c
-!!Recognition Method!!RevRecType__c
-!!Recognition Settings!!Settings__c
-!!Recognition Source!!RevenueSource__c
-!!Revenue Basis!!RevenueBasis__c
#!!Settings Type!!SettingsType__c
#!!Use in Revenue Contract!!UseInRevenueContract__c
#!!Value Type!!ValueType__c
RevenueContract__c->Template__c
PerformanceObligation__c
Performance Obligation
+!!Performance Obligation Number!!Name
-!!% Complete!!PercentComplete__c
-!!Active!!Active__c
#!!Allocated Revenue!!AllocatedRevenue__c
-!!Allocated Revenue Override!!AllocatedRevenueOverride__c
-!!Allocated Revenue Rounding Adjustment!!AllocatedRevenueAdjustment__c
-!!Allocation Ratio!!AllocationRatio__c
#!!Allocation Status!!AllocationStatus__c
-!!Balance Sheet GLA!!BalanceSheetAccount__c
-!!Balance Sheet GLA (Cost)!!CostBalanceSheetAccount__c
-!!Completed!!Completed__c
-!!Controlling POLI (Cost)!!ControllingCostPOLI__c
-!!Controlling POLI (Revenue)!!ControllingPOLI__c
-!!Cost!!Cost__c
-!!Cost Center!!CostCenter__c
-!!Cost Center (Cost)!!CostCostCenter__c
-!!Cost Recognized to Date!!AmortizedToDate__c
-!!Currency Decimal Places!!CurrencyDP__c
-!!Description!!Description__c
-!!Display Information!!AccountName__c
-!!End Date!!EndDate__c
#!!Has Revenue!!HasRevenue__c
-!!Income Statement GLA!!IncomeStatementAccount__c
-!!Income Statement GLA (Cost)!!CostIncomeStatementAccount__c
-!!Null SSP Count!!NullSSPCount__c
#!!Ready for Recognition!!ReadyForRevenueRecognition__c
-!!Recognition Complete!!RevenueRecognitionComplete__c
-!!Recognition Template!!ffrrTemplate__c
-!!Revenue!!Revenue__c
-!!Revenue Contract!!RevenueContract__c
-!!Revenue Count!!RevenueCount__c
-!!Revenue Recognized to Date!!RecognizedToDate__c
#!!SSP!!SSP__c
-!!SSP Override!!SSPOverride__c
-!!Start Date!!StartDate__c
-!!Total SSP!!TotalSSP__c
+ Update()
+ AllocateRevenue()
PerformanceObligation__c->RevenueContract__c
PerformanceObligation__c->Template__c
OpportunityLineItemMirror__c
Opportunity Product Mirror
+!!Opportunity Product Mirror Name!!Name
-!!Actuals Recognition Template!!ffrrtemplate__c
-!!Date!!ServiceDate__c
-!!Discount!!Discount__c
-!!Forecast Recognition Template!!ffrftemplate__c
-!!Line Description!!Description__c
-!!List Price!!ListPrice__c
-!!Opportunity!!OpportunityId__c
-!!Original OPL Item Id!!OriginalOPLItemId__c
-!!Product!!Product2__c
-!!Product Code!!ProductCode__c
-!!Quantity!!Quantity__c
-!!Sales Price!!UnitPrice__c
-!!Subtotal!!Subtotal__c
-!!Total Price!!TotalPrice__c
OpportunityLineItemMirror__c->Template__c
Settings__c
Recognition Settings
+!!Recognition Settings Name!!Name
-!!% Complete!!PercentageComplete__c
-!!Account!!SalesforceAccount__c
-!!Active Field!!ActiveField__c
-!!Active Value!!ActiveValue__c
-!!Actual vs Forecast Line Lookup!!ActualVsForecastRelationship__c
-!!Analysis Item 1-4!!AnalysisItem1__c
-!!Balance Sheet GLA!!BalanceSheetAccount__c
-!!Balance Sheet GLA (Cost)!!CostBalanceSheetAccount__c
-!!Billed To Date (Reserved)!!BilledToDate__c
-!!Chain ID!!ChainID__c
-!!Company!!Company__c
-!!Completed Field!!CompletedField__c
-!!Completed Value!!CompletedValue__c
-!!Cost Center!!CostCenter__c
-!!Cost Center (Cost)!!CostCostCenter__c
-!!Cost Rate!!CostRate__c
-!!Cost Recognized To Date Value!!AmortizedToDateValue__c
-!!Default Field Mapping Definition!!DefaultFieldMappingDefinition__c
-!!Deferred Revenue To Date!!DeferredRevenueToDate__c
-!!Deferred Revenue To Date (Dual)!!DeferredRevenueToDateDualCurrency__c
-!!Deferred Revenue To Date (Home)!!DeferredRevenueToDateHomeCurrency__c
-!!Deferred Revenue To Date (Reporting)!!DeferredRevenueToDateReportingCurrency__c
-!!Deprecated Filter 1-3!!Filter1__c
#!!Deprecated Setting Uniqueness!!SettingUniqueness__c
-!!Description!!Description__c
-!!Display Information!!AccountName__c
-!!Document Currency!!Currency__c
-!!Document Rate!!DocumentCurrencyRate__c
-!!Dual Currency!!DualCurrency__c
-!!Dual Rate!!DualCurrencyRate__c
-!!End Date/Deliverable Date!!EndDate__c
-!!Engagement Lookup!!EngagementLookup__c
-!!Fixed Balance Sheet!!FixedBalanceSheetAccountCode__c
-!!Fixed Balance Sheet (Cost)!!FixedCostBalanceSheetAccountCode__c
-!!Fixed Cost Center!!FixedCostCenterCode__c
-!!Fixed Cost Center (Cost)!!FixedCostCostCenterCode__c
-!!Fixed Income Statement!!FixedIncomeStatementAccountCode__c
-!!Fixed Income Statement (Cost)!!FixedCostIncomeStatementAccountCode__c
-!!Fixed True-up!!FixedTrueUpAccountCode__c
-!!FOR FUTURE USE Fixed True-up (Dual)!!FixedTrueUpDualAccountCode__c
-!!FOR FUTURE USE Fixed True-up (Home)!!FixedTrueUpHomeAccountCode__c
-!!FOR FUTURE USE True-Up GLA (Dual)!!TrueUpDualAccount__c
-!!FOR FUTURE USE True-Up GLA (Home)!!TrueUpHomeAccount__c
#!!Group!!Group__c
-!!Group Name!!GroupName__c
-!!Grouped By!!GroupedBy__c
-!!Home Currency!!HomeCurrency__c
-!!Include Active Value!!IncludeActiveValue__c
-!!Include Completed Value!!IncludeCompletedValue__c
-!!Include in True-Up!!IncludeInTrueUp__c
-!!Income Statement GLA!!IncomeStatementAccount__c
-!!Income Statement GLA (Cost)!!CostIncomeStatementAccount__c
-!!Object!!Object__c
-!!On Hold!!OnHold__c
-!!Opening Balance Cutoff Date!!OpeningBalanceCutoffDate__c
-!!Owner!!Owner__c
-!!Parent Lookup!!PrimaryRelationship__c
-!!Parent Recognition Settings!!ParentSettings__c
-!!Parent Relationship Paths!!ParentRelationshipPaths__c
-!!POLI Source Lookup!!POLISourceField__c
-!!Product!!Product__c
-!!Rate!!Rate__c
-!!Recognition Complete!!RevenueRecognitionCompleted__c
-!!Recognition Schedule Line Lookups!!RevenueScheduleLineLookups__c
-!!Recognition Schedule Lookup!!RevenueScheduleSourceLookup__c
-!!Recognition Transaction Line Lookup!!TransactionLineRelationship__c
-!!Revenue Forecast Transaction Line Lookup!!ForecastTransactionLineRelationship__c
-!!Revenue Forecast Transaction Lookup!!ForecastHeaderPrimaryRelationship__c
-!!Revenue Recognized To Date Value!!RecognizedToDateValue__c
-!!Revenue Recognized to Date Value (Dual)!!RecognizedToDateValueDual__c
-!!Revenue Recognized to Date Value (Home)!!RecognizedToDateValueHome__c
-!!Settings Level!!SettingsLevel__c
-!!Settings Type!!SettingsType__c
-!!SSP!!SSP__c
-!!Start Date!!StartDate__c
-!!Total Cost!!TotalCost__c
-!!Total Cost Recognized to Date!!TotalAmortizedToDateValue__c
-!!Total Cost Units!!CostTotalUnits__c
-!!Total Revenue!!TotalRevenue__c
-!!Total Revenue Recognized to Date Value!!TotalRecognizedToDateValue__c
-!!Total Units!!TotalUnits__c
-!!True-Up GLA!!TrueUpAccount__c
-!!Use in Revenue Contract!!UseInRevenueContract__c
-!!Value Type!!ValueType__c
-!!VSOE %!!VSOEPercent__c
-!!VSOE Rate!!VSOERate__c
+ DeleteSettings()
+ CreateMappingsList()
+ CreateMappings()
Template__c->Settings__c
ForecastScheduleDefinition__c
Forecast Schedule Definition
+!!Forecast Schedule Definition Name!!Name
-!!Description!!Description__c
-!!Number of Definition Lines!!NumberOfPeriods__c
-!!Starts On!!StartsOn__c
-!!Sum of Split Values!!TotalSplit__c
Template__c->ForecastScheduleDefinition__c
RevenueForecastTransaction__c
Revenue Forecast Transaction
+!!Revenue Forecast Transaction!!Name
-!!Category!!Category__c
-!!Category Latest!!Latest__c
-!!Currency!!Currency__c
-!!Description!!Description__c
-!!Display Information!!Account__c
#!!DraftUniqueness!!DraftUniqueness__c
-!!End Date!!EndDate__c
-!!Error!!Error__c
-!!Errors Manager!!ErrorsManager__c
-!!Locked!!Locked__c
-!!Number Of Forecast Lines!!NumberOfForecastLines__c
-!!Primary Object Record Id!!PrimaryObjectRecordId__c
-!!Primary Object Record Name!!PrimaryObjectRecordName__c
-!!Recognition Settings!!Settings__c
-!!Recognition Year!!RecognitionYear__c
-!!Revenue Contract!!RevenueContract__c
-!!Start Date!!StartDate__c
-!!Status!!Status__c
-!!Total Forecast!!TotalForecast__c
-!!Total Revenue!!TotalRevenue__c
#!!Unallocated Revenue!!UnallocatedRevenue__c
#!!Uniqueness!!Uniqueness__c
#!!Uniqueness Revision!!UniquenessRevision__c
-!!Version!!Revision__c
+ ChangeLockedStatus()
+ LockUnlock()
RevenueForecastTransaction__c->RevenueContract__c
RevenueForecastTransaction__c->Settings__c
RecognitionYear__c
Recognition Year
+!!Recognition Year Name!!Name
-!!End Date!!EndDate__c
-!!Number of Months!!NumberOfMonths__c
-!!Number of Weeks!!NumberOfWeeks__c
-!!Period Calculation Basis!!PeriodCalculationBasis__c
-!!Start Date!!StartDate__c
+ CalculatePeriods()
RevenueForecastTransaction__c->RecognitionYear__c
RevenueForecastTransactionLine__c
Revenue Forecast Transaction Line
+!!Revenue Forecast Transaction Line!!Name
-!!Comments!!Comments__c
-!!ForecastRecordId!!ForecastRecordId__c
-!!Level 2 Object Record Name!!Level2ObjectRecordName__c
-!!Level 3 Object Record Name!!Level3ObjectRecordName__c
-!!Level 4 Object Record Name!!Level4ObjectRecordName__c
-!!Percentage!!Percentage__c
-!!Performance Obligation!!PerformanceObligation__c
-!!Period!!Period__c
-!!Primary Object Record Name!!PrimaryObjectRecordName__c
-!!Recognition Template!!Template__c
-!!Revenue Contract!!RevenueContract__c
-!!Revenue Forecast Transaction!!RevenueForecastTransaction__c
-!!Total Revenue!!TotalRevenue__c
-!!Value!!Value__c
RevenueForecastTransactionLine__c->RevenueContract__c
RevenueForecastTransactionLine__c->PerformanceObligation__c
RevenueForecastTransactionLine__c->Template__c
RevenueForecastTransactionLine__c->RevenueForecastTransaction__c
RecognitionPeriod__c
Recognition Period
+!!Recognition Period Name!!Name
-!!Custom Name!!CustomName__c
-!!End Date!!EndDate__c
-!!Number of Weeks!!NumberOfWeeks__c
-!!Period Group!!Period_Group__c
-!!Period Number!!PeriodNumber__c
-!!Recognition Year!!RecognitionYear__c
-!!Start Date!!StartDate__c
RevenueForecastTransactionLine__c->RecognitionPeriod__c
ActualVForecastLine__c
Actual vs. Forecast Line
+!!Actual vs. Forecast Name!!Name
-!!Actual Recognition Template!!ActualTemplate__c
-!!Actual Value!!ActualValue__c
-!!Category!!Category__c
-!!Currency!!Currency__c
-!!Forecast Recognition Template!!ForecastTemplate__c
-!!Forecast Value!!ForecastValue__c
-!!Internal Actual Value!!ActualValueInternal__c
-!!Internal Forecast Value!!ForecastValueInternal__c
-!!Level 2 Record Name!!Level2RecordName__c
-!!Level 2 RecordId!!Level2RecordId__c
-!!Level 3 Record Name!!Level3RecordName__c
-!!Level 3 RecordId!!Level3RecordId__c
-!!Level 4 Record Name!!Level4RecordName__c
-!!Level 4 RecordId!!Level4RecordId__c
-!!Primary Record Id!!PrimaryRecordId__c
-!!Primary Record Name!!PrimaryRecordName__c
-!!Recognition Period!!RecognitionPeriod__c
-!!Recognition Year!!RecognitionYear__c
-!!Record Id!!RecordId__c
-!!Type!!Type__c
-!!Uniqueness!!Uniqueness__c
ActualVForecastLine__c->Template__c
ActualVForecastLine__c->RecognitionPeriod__c
ActualVForecastLine__c->RecognitionYear__c
ForecastScheduleDefinitionLine__c
Forecast Schedule Definition Line
+!!FSD Line!!Name
#!!% Split!!PercentSplit__c
-!!Definition Number!!DefinitionNumber__c
-!!Forecast Schedule Definition!!ForecastScheduleDefinition__c
#!!Period Number!!PeriodNumber__c
-!!Split!!Split__c
ForecastScheduleDefinitionLine__c->ForecastScheduleDefinition__c
RecognitionPeriod__c->RecognitionYear__c
RecognitionView__c
Recognition View
+!!Recognition View Name!!Name
-!!Type!!Type__c
-!!Working Copy!!WorkingCopy__c
RecognitionViewFilter__c
Recognition View Filter
+!!Recognition View Filter Name!!Name
-!!Field API Name!!FieldAPIName__c
-!!Filter!!Filter__c
#!!Object And Group!!ObjectAndGroup__c
-!!Object API Name!!ObjectAPIName__c
-!!Recognition View Tab!!RecognitionViewTab__c
RecognitionViewTab__c
Recognition View Tab
+!!Recognition View Tab Name!!Name
-!!Active!!Active__c
-!!Currency Name!!CurrencyName__c
-!!Group Name!!GroupName__c
-!!Grouping Criteria JSON!!GroupingCriteriaJSON__c
-!!Process Use In Contract Records!!ProcessUseInContractRecords__c
-!!Recognition Date!!RecognitionDate__c
-!!Recognition View!!RecognitionView__c
RecognitionViewFilter__c->RecognitionViewTab__c
RecognitionViewTab__c->RecognitionView__c
RecognitionViewTabYear__c
Recognition View Tab Year
+!!Recognition View Tab Year Name!!Name
-!!Recognition View Tab!!RecognitionViewTab__c
-!!Recognition Year!!RecognitionYear__c
RecognitionViewTabYear__c->RecognitionYear__c
RecognitionViewTabYear__c->RecognitionViewTab__c
RecognitionViewValue__c
Recognition View Value
+!!Recognition View Value Name!!Name
-!!Recognition View Filter!!RecognitionViewFilter__c
-!!Value!!Value__c
RecognitionViewValue__c->RecognitionViewFilter__c
© Copyright 2009–2023 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.
