Revenue Management Data Dictionary

PerformanceObligation__c

Label: Performance Obligation

Delivery of independent goods and/or services to the customer.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
AccountName__c Display Information Pre-Spring 2018 Information about the performance obligation. Often this will be the account name, but it can be any information.

Text(255)
Active__c Active Pre-Spring 2018 Indicates whether the source record is active.

Checkbox false
AllocatedRevenueAdjustment__c Allocated Revenue Rounding Adjustment Pre-Spring 2018 Adjustment because of rounding issues.

Currency(18,2) 0
AllocatedRevenueOverride__c Allocated Revenue Override Pre-Spring 2018 Override the calculated amount allocated to this performance obligation by entering a different value here.

Currency(18,2)
AllocatedRevenue__c Allocated Revenue Pre-Spring 2018 The amount allocated to this performance obligation by the revenue allocation calculation. This value is used for recognition.

Formula:
ROUND(IF(ISNULL(AllocatedRevenueOverride__c), IF(ISNULL(AllocationRatio__c), null, (AllocationRatio__c * SSP__c) + IF(ISNULL(AllocatedRevenueAdjustment__c), 0, AllocatedRevenueAdjustment__c)), AllocatedRevenueOverride__c), IF(ISBLANK(CurrencyDP__c), 2, CurrencyDP__c))
Currency(18,14)
AllocationRatio__c Allocation Ratio Pre-Spring 2018 The ratio used to allocate revenue across the revenue contract.

Number(18,14)
AllocationStatus__c Allocation Status Pre-Spring 2018 Shows if the revenue for this performance obligation has been fully allocated, or needs reallocating.

Formula:
RevenueContract__r.AllocationStatus__c
Text
AmortizedToDate__c Cost Recognized to Date Spring 2018 The cost recognized to date for this Performance Obligation.

Currency(18,2)
BalanceSheetAccount__c Balance Sheet GLA Pre-Spring 2018 The balance sheet GLA to use for revenue values for this Performance Obligation.

Text(255)
Completed__c Completed Pre-Spring 2018 Indicates whether the source record is complete.

Checkbox false
ControllingCostPOLI__c Controlling POLI (Cost) Spring 2018 The controlling performance obligation line item for cost. Used to populate fields on the performance obligation.

Looks up to: PerformanceObligationLineItem__c
Lookup
ControllingPOLI__c Controlling POLI (Revenue) Pre-Spring 2018 The controlling performance obligation line item for revenue. Used to populate fields on the performance obligation.

Looks up to: PerformanceObligationLineItem__c
Lookup
CostBalanceSheetAccount__c Balance Sheet GLA (Cost) Spring 2018 The balance sheet GLA to use for cost values for this Performance Obligation.

Text(255)
CostCenter__c Cost Center Pre-Spring 2018 The cost center for this Performance Obligation.

Text(255)
CostCostCenter__c Cost Center (Cost) Spring 2018 The cost center (cost) for this Performance Obligation.

Text(255)
CostIncomeStatementAccount__c Income Statement GLA (Cost) Spring 2018 The income statement GLA to use for cost values for this Performance Obligation.

Text(255)
Cost__c Cost Spring 2018 Cost for this performance obligation.

Summary
CurrencyDP__c Currency Decimal Places Summer 2024 Number of decimal places on the record's currency.

Number(1,0)
Description__c Description Pre-Spring 2018 The description of this Performance Obligation.

Text(255)
EndDate__c End Date Pre-Spring 2018 The end date of this Performance Obligation.

Date
HasRevenue__c Has Revenue Spring 2018 Indicates that this performance obligation relates to revenue.

Formula:
NOT(ISBLANK(SSPOverride__c)) || (RevenueCount__c != 0) || NOT(ISBLANK(AllocatedRevenueOverride__c))
Checkbox
IncomeStatementAccount__c Income Statement GLA Pre-Spring 2018 The income statement GLA to use for revenue values for this Performance Obligation.

Text(255)
NullSSPCount__c Null SSP Count Pre-Spring 2018 The number of performance obligation line items relating to revenue that have a null SSP value.

Summary
PercentComplete__c % Complete Pre-Spring 2018 This Performance Obligation's percentage complete.

Percent(18,10)
ReadyForRevenueRecognition__c Ready for Recognition Pre-Spring 2018 This is selected if the revenue has been allocated and the source record is active. If deselected this record cannot be included in recognition.

Formula:
(RevenueContract__r.RevenueAllocated__c || !HasRevenue__c) && Active__c
Checkbox
RecognizedToDate__c Revenue Recognized to Date Pre-Spring 2018 The revenue recognized to date for this Performance Obligation.

Currency(18,2)
RevenueContract__c Revenue Contract Pre-Spring 2018 The Revenue Contract this Performance Obligation belongs to.

Looks up to: RevenueContract__c
MasterDetail
RevenueCount__c Revenue Count Spring 2018 The number of performance obligation line items that relate to revenue.

Summary
RevenueRecognitionComplete__c Recognition Complete Pre-Spring 2018 Indicates whether this Performance Obligation is fully recognized.

Checkbox false
Revenue__c Revenue Pre-Spring 2018 Revenue for this performance obligation.

Summary
SSPOverride__c SSP Override Pre-Spring 2018 Override the standalone selling price from the source record by entering a different value here.

Currency(18,2)
SSP__c SSP Pre-Spring 2018 The standalone selling price that will be used for this performance obligation. Uses Total SSP, or SSP Override if populated.

Formula:
ROUND(IF (ISBLANK(SSPOverride__c), TotalSSP__c, SSPOverride__c ), IF(ISBLANK(CurrencyDP__c), 2, CurrencyDP__c))
Currency(18,2)
StartDate__c Start Date Pre-Spring 2018 The start date for this Performance Obligation.

Date
TotalSSP__c Total SSP Pre-Spring 2018 The amount that would be charged for this Performance Obligation if it was sold on its own.

Summary
ffrrTemplate__c Recognition Template Pre-Spring 2018 The recognition template assigned to this Performance Obligation.

Looks up to: Template__c
Lookup


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