Setting up Revenue Management

This table sets out the tasks involved in setting up Revenue Management to recognize or forecast revenue for records in your source application.

Some tasks only need to be performed once on your org (One-off), whereas other tasks need to be repeated for each group of source objects (Repeatable). For example, if you have one group of source objects consisting of Project, Milestone and Timecard, and another group of source objects consisting of Sales Invoice and Sales Invoice Line Item, you must perform the repeatable tasks for both groups.

Complete the tasks in the order shown. All tasks are mandatory unless marked as [Optional].

Step	One-off or Repeatable	Task	Related Help Topic
1	One-off	Assign permission sets to Revenue Management users.	Assigning Permission Sets
2	One-off	[Optional] Create years and periods in Revenue Management depending on the templates you intend to use.	Creating Recognition Years and Periods
3	Repeatable	Decide on your primary source objects and up to three additional levels of related source objects.	Choosing Your Source Objects
4	Repeatable	Ensure your source objects have all the fields Revenue Management requires to calculate values.	Identifying Fields on Source Objects
5	Repeatable	On each source object, add a lookup to Revenue Management's template object. This is so that later (in step 9) you can assign a template to each source record.	Adding Lookups (To Template Object)
6	Repeatable	On the following Revenue Management objects, add lookups to your source objects. This is so that when the different lines are created, they have a link to the associated source record: Recognition Transaction Line Forecast Transaction Line Actual vs. Forecast Line Performance Obligation Line Item	Adding Lookups (To Source Objects)
7	Repeatable	Create a settings record for each source object.	Creating Settings Records
8	Repeatable	Create a template for each source object that you will run Revenue Recognition (or Forecasting) on.	Creating Templates
9	Repeatable	Assign templates to your source records or configure template mapping.	Assigning Templates to Source Objects and What is Template Mapping?
10	One-off	[Optional] Customize the batch size of processes. FinancialForce Customer Support can advise you on whether this is necessary for your org.	Controlling the Batch Size of Processes