Revenue Management
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ASC 606, IFRS 15
Revenue Forecasting
Revenue Recognition
Setup
G
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()
FieldMappingDefinition__c
Field Mapping Definition
+!!Field Mapping Definition Name!!Name
-!!Source Object!!SourceObject__c
-!!Target Object!!TargetObject__c
Settings__c->FieldMappingDefinition__c
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
Template__c->Settings__c
FieldMapping__c
Field Mapping
+!!Field Mapping Name!!Name
-!!Field Mapping Definition!!FieldMappingDefinition__c
-!!Fixed Value!!FixedValue__c
-!!Invert Boolean Result!!InvertBooleanResult__c
-!!Source Field!!SourceField__c
-!!Target Field!!TargetField__c
-!!Value For True!!ValueForTrue__c
FieldMapping__c->FieldMappingDefinition__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()
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
RecognitionPeriod__c->RecognitionYear__c
SettingsTestObject__c
Dummy Invoice
+!!Dummy Invoice Name!!Name
-!!Account Name!!text__c
-!!Active Field!!boolean__c
-!!Balance Sheet Account!!Balance_sheet__c
-!!Billed!!Billed__c
-!!Company!!Company__c
-!!Complete Field!!completelist__c
-!!Cost Balance Sheet!!Cost_Balance_Sheet__c
-!!Cost Centre!!Cost_Centre__c
-!!Cost Cost Center!!Cost_Cost_Center__c
-!!Cost Income Statement!!Cost_Income_Statement__c
-!!Currency Field Type!!CurrencyFieldType__c
-!!Currency Lookup!!CurrencyLookup__c
-!!Date Time Field!!DateTimeField__c
-!!Deferred Revenue To Date Dual Currency!!DeferredRevenueToDateDualCurrency__c
-!!Deferred Revenue To Date Home Currency!!DeferredRevenueToDateHomeCurrency__c
-!!Deferred Revenue To Date Rep Currency!!DeferredRevenueToDateReportingCurrency__c
-!!Deferred To Date!!DeferredRevenueToDate__c
-!!Description!!TextArea__c
-!!Detailed Description!!LongTextArea__c
-!!Document Currency!!Currency__c
-!!Document Rate!!DocumentRate__c
-!!Dual Currency!!DualCurrency__c
-!!Dual Rate!!DualRate__c
-!!Dummy Engagement!!EngagementLookup__c
-!!Dummy Invoice!!SettingsTestObject__c
-!!Encrypted Date!!encrypted_date__c
-!!Encrypted Description!!encrypted_text__c
-!!End Date!!end_date__c
-!!Group!!Group__c
-!!Home Currency!!HomeCurrency__c
-!!Income Statement!!Income_Statement__c
-!!Percent Completed!!Percent_completed__c
-!!picklist!!picklist__c
-!!Practice!!Practice__c
-!!Recognition Template!!ffrrtemplate__c
-!!Recognized To Date Dual!!RecognizedToDateValueDual__c
-!!Recognized To Date Home!!RecognizedToDateValueHome__c
-!!Region!!Region__c
-!!Revenue Recognition Complete!!completebox__c
-!!richText!!richText__c
-!!Start Date!!date__c
-!!Time!!Time__c
-!!Total Cost!!another_number__c
-!!Total Hours!!Total_Hours__c
-!!Total Revenue!!number__c
-!!True-Up GLA!!TrueUpAccount__c
-!!Units!!units__c
+ CreateForecast()
SettingsTestObject__c->Template__c
SettingsTestSecondaryObject__c
Dummy Invoice Line
+!!Dummy Invoice Line Name!!Name
-!!Account Name!!text__c
-!!Account Name!!Practice__c
-!!Active Field!!boolean__c
-!!Balance Sheet Account!!Balance_sheet__c
-!!Billed!!Billed__c
-!!Company!!Company__c
-!!Complete Field!!completelist__c
-!!Cost Balance Sheet!!Cost_Balance_Sheet__c
-!!Cost Centre!!Cost_Centre__c
-!!Cost Cost Center!!Cost_Cost_Center__c
-!!Cost Income Statement!!Cost_Income_Statement__c
-!!Currency!!Currency__c
-!!Currency Lookup!!CurrencyLookup__c
-!!date2!!date2__c
-!!Deferred Revenue To Date Dual Currency!!DeferredRevenueToDateDualCurrency__c
-!!Deferred Revenue To Date Home Currency!!DeferredRevenueToDateHomeCurrency__c
-!!Deferred Revenue To Date Rep Currency!!DeferredRevenueToDateReportingCurrency__c
-!!Deferred To Date!!DeferredRevenueToDate__c
-!!Document Rate!!DocumentRate__c
-!!Dual Currency!!DualCurrency__c
-!!Dual Rate!!DualRate__c
-!!Dummy Invoice!!SettingsTestObject__c
-!!Dummy Invoice!!SettingsTestObjectLookup__c
-!!Encrypted Date!!encrypted_date__c
-!!Encrypted Description!!encrypted_text__c
-!!End Date!!end_date__c
-!!Group!!Group__c
-!!Home Currency!!HomeCurrency__c
-!!Income Statement!!Income_Statement__c
-!!Opportunity!!Opportunity__c
-!!Percent completed!!Percent_completed__c
-!!picklist!!picklist__c
-!!Recognition Template!!ffrrtemplate__c
-!!Recognized To Date Dual!!RecognizedToDateValueDual__c
-!!Recognized To Date Home!!RecognizedToDateValueHome__c
-!!Region!!Region__c
-!!Revenue Recognition Complete!!completebox__c
-!!Rich Text Area!!RichTextArea__c
-!!Start Date!!date__c
-!!Total Cost!!another_number__c
-!!Total Hours!!Total_Hours__c
-!!Total Revenue!!number__c
-!!True-Up GLA!!TrueUpAccount__c
-!!VSOE %!!Percent__c
SettingsTestSecondaryObject__c->Template__c
SettingsTestSecondaryObject__c->SettingsTestObject__c
BatchTrackingControl__c
Batch Tracking Control
+!!Batch Tracking Control Name!!Name
-!!Action!!Action__c
-!!Batch Id!!BatchId__c
-!!Batches Processed!!RecordsProcessed__c
-!!Error Message!!ErrorMessage__c
-!!Group Name!!GroupName__c
-!!Jobs Processed!!JobsProcessed__c
-!!Recognition Date!!RecognitionDate__c
-!!Status!!Status__c
-!!Total Batches!!TotalRecords__c
-!!Total Jobs!!TotalJobs__c
-!!Transaction Type!!TransactionType__c
BatchTrackingControlLine__c
Batch Tracking Control Line
+!!Batch Tracking Control Line Name!!Name
-!!Batch Id!!BatchId__c
-!!Batch Tracking Control!!BatchTrackingControl__c
-!!Batches Processed!!BatchesProcessed__c
-!!Total Batches!!TotalBatches__c
BatchTrackingControlLine__c->BatchTrackingControl__c
TemplateMapping__c
Recognition Template Mapping
+!!Recognition Template Mapping Name!!Name
-!!Criteria Field!!CriteriaField__c
-!!Criteria Value!!CriteriaValue__c
-!!Level!!Level__c
-!!Object Name!!ObjectName__c
-!!Recognition Template!!Template__c
TemplateMapping__c->Template__c
ProcessControl__c
Process Control
+!!Process Control Number!!Name
#!!Is Locked!!IsLocked__c
-!!Process Count!!ProcessCount__c
Process__c
Process
+!!Process Number!!Name
-!!Process Control!!ProcessControl__c
Process__c->ProcessControl__c
Filter__c
Filter
+!!Filter Name!!Name
-!!Filter Field!!FieldAPIName__c
-!!Source Object!!ObjectAPIName__c
BatchProcessControl__c
Batch Process Control
+!!Batch Process Name Control!!Name
-!!Record Id In Use!!RecordIdInUse__c
BatchProcessControlLine__c
Batch Process Control Line
+!!Batch Process Control Line Name!!Name
#!!Batch Id!!batchId__c
-!!Batch Process Control!!BatchProcessControl__c
-!!Record Id In Use!!RecordIdInUse__c
BatchProcessControlLine__c->BatchProcessControl__c
BatchSettings__c
Revenue Management Batch Settings
-!!Actual vs. Forecast Actuals Batch Size!!AVFCreateFromActualsBatchSize__c
-!!Actual vs. Forecast Delete Batch Size!!AVFDeleteLinesBatchSize__c
-!!Actual vs. Forecast Forecast Batch Size!!AVFCreateFromForecastBatchSize__c
-!!Actuals Transaction Commit Batch Size!!ActualsTransactionCommitBatchSize__c
-!!Actuals Transaction Save Batch Size!!ActualsTransactionSaveBatchSize__c
-!!Actuals Transaction Summary Batch Size!!ActualsTransactionSummaryBatchSize__c
-!!Deprecated: Old Staging Batch Size!!ActualsRetrieveLinesBatchSize__c
-!!Discard Transaction Batch Size!!DiscardTransactionBatchSize__c
-!!Forecast Draft Transaction Delete Batch!!ForecastDraftTransactionDeleteBatchSize__c
-!!Forecast Transaction Save Batch Size!!ForecastTransactionSaveBatchSize__c
-!!Generate Forecasts Batch Size!!GenerateForecastsBatchSize__c
-!!Grouping BTC Delete Batch Size!!GroupingBTCDeleteBatchSize__c
-!!Grouping Create Batch Size!!GroupingCreateBatchSize__c
-!!Grouping Create Synchronous Limit!!GroupingCreateSynchronousLimit__c
-!!Grouping Delete Synchronous Limit!!GroupingDeleteSynchronousLimit__c
-!!Grouping Summary Delete Batch Size!!GroupingSummaryDeleteBatchSize__c
-!!Manage RC - Send Email Notification!!ManageRevenueContractSendEmail__c
-!!Manage RC Batch Size!!ManageRevenueContractBatchSize__c
-!!Manage RC Synchronous Limit!!ManageRevenueContractSynchronousLimit__c
-!!Opp Product Mirror Delete Batch Size!!OpportunityProductMirrorDeleteBatchSize__c
-!!Opportunity Product Mirror Batch Size!!OpportunityProductMirrorBatchSize__c
-!!Opportunity Product Scheduler Date!!LastOpportunityProductMirrorBatch__c
-!!Process Control Delete Batch Size!!ProcessControlDeleteBatchSize__c
-!!RTs for Journal Creation Batch Size!!RRTToJournalCreationBatchSize__c
-!!Run True-Up All on Included Records Only!!RunTrueUpAllOnIncludedRecordsOnly__c
-!!Schedule Lines Recognition Batch Size!!SchedulesRecognitionBatchSize__c
-!!Scheduled True-Up Creates Committed RTs!!ScheduledTrueUpCreatesCommittedRRTs__c
-!!Schedules Create Journals Batch Size!!SchedulesCreateJournalsBatchSize__c
-!!Schedules Transaction Summary Batch Size!!SchedulesTransactionSummaryBatchSize__c
-!!Staging BTC Delete Batch Size!!StagingBTCDeleteBatchSize__c
-!!Staging Create Batch Size!!StagingCreateBatchSize__c
-!!Staging Create Synchronous Limit!!StagingCreateSynchronousLimit__c
-!!Staging Delete Synchronous Limit!!StagingDeleteSynchronousLimit__c
-!!Staging Detail Delete Batch Size!!StagingDetailDeleteBatchSize__c
-!!Staging Save Batch Size!!StagingSaveBatchSize__c
-!!Staging Save Synchronous Limit!!StagingSaveSynchronousLimit__c
-!!Staging Summary Delete Batch Size!!StagingSummaryDeleteBatchSize__c
-!!Staging Version Delete Batch Size!!StagingVersionDeleteBatchSize__c
-!!Transfer Prev. Recognized Batch Size!!TransferPreviouslyRecognizedBatchSize__c
RevenueRecognitionSettings__c
Revenue Management Settings
-!!Actual vs Forecast Category!!ActualvsForecastCategory__c
-!!Actuals Recognition Template!!ActualsTemplate__c
-!!Create Actual vs Forecast in real time!!CreateActualvsForecastImmediately__c
-!!Create Transaction Summaries on Commit!!CreateTransactionSummariesOnCommit__c
-!!Delete Discard Transactions Async Logs!!DiscardLogDeletion__c
-!!Delete Recognition Schedule Async Logs!!GenerateSchedulesLogDeletion__c
-!!Deprecated CSV Folder Unique Name!!CSVFolderUniqueName__c
-!!Deprecated Disable Chatter CSV!!DisableChatterCSVAttachment__c
-!!Deprecated Enable Schedules Recognition!!EnableSchedulesRecognition__c
-!!Deprecated Expand/Select All Child Limit!!SelectAllChildLimit__c
-!!Deprecated Opp Product Scheduler Date!!LastOpportunityProductMirrorBatch__c
-!!Deprecated Set Retrieve Lines Batch Size!!LoadingStagingObjectsBatchSize__c
-!!Deprecated Transaction Commit Batch Size!!TransactionCommitBatchSize__c
-!!Deprecated Transaction Save Batch Size!!TransactionUpdateBatchSize__c
-!!Disable Extended Volumes in Rec. Summary!!DisableExtendedRSGridLimit__c
-!!Disable Generate Schedules for Contracts!!DisableSchedulesCreationFromContracts__c
-!!Disable Period Validation!!DisablePeriodValidation__c
-!!Disable populateFromSourceRecords calls!!DisablePopulatePOLIFromSourceRecords__c
-!!Disable Synchronize Rec. Schedules!!DisableSynchronizeRevenueSchedules__c
-!!Enable Opportunity Product Mirror!!EnableOpportunityProductMirror__c
-!!Forecast Recognition Template!!ForecastingTemplate__c
-!!Global Opening Balance Cutoff Date!!GlobalOpeningBalanceCutoffDate__c
-!!Revenue Contract Source Record Lookup!!RevenueContractSourceRecordLookup__c
-!!Use Actual vs Forecast Feature!!UseActualvsForecastFeature__c
RevenueRecognitionTransactionSettings__c
Revenue Management Transaction Settings
-!!Source Record Limit per Transaction!!RRTLinesPerRRTransactionLimit__c
StagingSettings__c
Revenue Management Staging Settings
-!!Disable Delete!!DisableAutomaticDelete__c
-!!Last Delete Date!!LastDelete__c
NotificationSettings__c
Revenue Management Notification Settings
-!!Disable Email Notifications!!DisableAsyncEmailNotification__c
-!!Disable Salesforce Notifications!!DisableAsyncSalesforceNotification__c
AutomationConfiguration__c
RM Automation Configuration
+!!RM Automation Configuration Name!!Name
-!!End Process!!LastProcess__c
-!!Index!!Index__c
-!!Last Run Date!!LastRunDate__c
-!!Recognition Period!!RecognitionPeriod__c
-!!Selection Cutoff Period!!SelectionPeriod__c
-!!Start Process!!FirstProcess__c
-!!Summarize!!Summarize__c
AutomationConfigurationFilter__c
RM Automation Configuration Filter
+!!RM Automation Configuration Filter Name!!Name
-!!Automation Configuration!!AutomationConfiguration__c
-!!Filtered Type!!FilteredType__c
-!!Value!!Value__c
AutomationConfigurationFilter__c->AutomationConfiguration__c
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