The Revenue Schedule and Revenue Schedule Line objects are Beta functionality at this release.
Here is a description of the fields that make up a revenue schedule and its associated line items.
Revenue Schedule
| Field | Description |
|---|---|
| Account | Lookup to the Salesforce account that the revenue relates to. This is derived from the source record. |
| Document Currency | The currency used for this schedule, derived from the source record. |
| End Date | The end date of the revenue schedule, derived from the source record. |
| Recognition Method | The method used to calculate the revenue to recognize for each period. For example, Equal Split where equal amounts are recognized each period. |
| Schedule Number | Automatically generated number, such as RS-0012. |
| Source ID | ID of the related source record. |
| Source Type | The source record's object type. This is the object's API name. |
| Start Date | The start date of the revenue schedule, derived from the source record. |
| Total Scheduled Revenue | Sum of revenue values from all linked revenue schedule lines. |
| Total Revenue | Total revenue amount that can be recognized for the source record. |
Revenue Schedule Line
| Field | Description |
|---|---|
| Period | The financial period that revenue on this line will be recognized in. |
| Period End | The end date of the financial period. |
| Period Start | The start date of the financial period. |
| Recognition Date | The date when revenue on this line was recognized. |
| Revenue | The revenue to be recognized for the source record in this financial period. |
| Revenue Recognized | Indicates that the revenue on this line has been recognized. |
| Schedule Line Number | Automatically generated number, such as RTL-0012. |