Revenue Management Invocable Action Reference

RSSynchronizeAction

Synchronizes the Recognition Schedule of each given source record with the source record itself. If the source changed, its schedule is updated. If the source is no longer recognizable (deleted, inactive or without a template) its schedule is deleted or marked source unavailable. Processes each source record independently, so one invalid record does not stop the rest. Returns one result per source record describing what happened and any errors.

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

Request Parameters

FieldTypeLabelDescriptionRequired
sourceIdIdSource Record IDThe ID of the source record whose Recognition Schedule should be synchronized. 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 or updated for the source record. Null when no schedule was generated or updated, for example when the schedule was deleted or processing failed.No
outcomeStringOutcomeThe outcome of processing the schedule for this source record. One of: Generated (a schedule was generated or updated), FullyDeleted (the schedule and all its lines were deleted), PartiallyDeleted (only unrecognized lines were deleted and the schedule was marked source unavailable), Retained (an existing schedule was evaluated for deletion but kept because the source is still recognizable), Failed (synchronization failed, see errors), or Skipped (the source was not synchronized because it has no schedule and is not eligible for revenue recognition).No
successBooleanSuccessTrue if the source record was synchronized without errors, false if synchronization failed, in which case the errors field explains why.No
errorsStringErrorsThe reasons why synchronization failed for this source record, joined into a single text separated by "; ". Empty when success is true.No
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