If you have enabled the Revenue Cloud Connector feature to integrate Revenue Management and Salesforce Revenue Cloud, this section offers advice about how to complete your Salesforce revenue recognition rules and revenue recognition treatments.
Revenue Recognition Rules
Revenue recognition rules should have the Create Revenue Schedules? field set to No.
Revenue Recognition Treatments
This table lists the required fields that must be completed for revenue recognition treatments. Salesforce requires some fields to be populated but they are not used by the Revenue Cloud Connector. The table includes suggested values for these fields.
| Field |
Not Used but Required? |
How To Populate the Field |
|---|---|---|
| Processing Order | Set this to 1 unless it has a revenue recognition template for a credit note, then set it to 2. | |
| Type | Y | Set to Flat Amount, and the Flat Amount to zero. |
| Revenue Recognition Rule | Automatically populated with the rule that the treatment relates to. | |
| Revenue Recognition Template | Revenue Management's revenue recognition template that you want to associate with this treatment. | |
| Revenue Schedule Creation Action | Y | Set to Order Activation. |
| Revenue Distribution Method | Y | Create a sample revenue distribution method with Type set to Order, then select it in this field. |
| Revenue GL Rule | The revenue GL rule you want to associate with this treatment. | |
| Revenue Legal Entity | The legal entity that the treatment relates to. | |
| Revenue Agreement Association | Y | Set to Not Applicable. |
| Revenue Schedule Amount | Y | Set to Transaction Amount. |
| Revenue Finance Book | Y | Create a sample finance book of type Revenue, then select it in this field. |