Revenue Management Invocable Action Reference

RSGenerateAction

Generates a Recognition Schedule for each of the given source records. Processes each source record independently, so one invalid record does not stop the rest. Returns one result per source record. When generation succeeds, the result includes the generated Recognition Schedule ID. When it fails, the result includes the errors explaining why.

PropertyValue
LabelGenerate and Return Recognition Schedules from Source Records
CategoryRecognition Schedule
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsgenerate, schedules

Request Parameters

FieldTypeLabelDescriptionRequired
sourceIdIdSource Record IDThe ID of the source record from which to generate a Recognition Schedule. Records not enabled for revenue recognition cannot be processed.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
sourceRecordIdIdSource Record IDThe ID of the source record this result corresponds to. Use it to match each result back to the source record that was processed.No
scheduleIdIdRecognition Schedule IDThe ID of the Recognition Schedule generated for the source record. Null when no schedule was generated.No
successBooleanSuccessTrue if a Recognition Schedule was successfully generated for the source record; false if generation failed.No
errorsStringErrorsThe reasons why generation failed, joined into a single text separated by "; ". Empty when success is true.No
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