Revenue Schedule Fields
Here is a description of the fields that make up a revenue schedule and its associated lines.
Revenue Schedule
| Account |
Lookup to the Salesforce account that the revenue relates to. This is derived from the source record. |
| Currency |
The currency used for this revenue schedule, derived from the source record. |
| End Date |
The end date of the revenue schedule, derived from the source record. |
| Performance Obligation |
If your source objects are Revenue Contract and Performance Obligation, this is a lookup to the performance obligation associated with this revenue schedule. |
| Recognition Method |
The method used to calculate the revenue to recognize for each period. This is determined by the Template Type and Calculation Type specified on the source record's recognition template.
| Equal Split |
Months |
Equal Split Full Periods |
| Equal Split |
Months / Part Periods |
Equal Split Part Periods |
| Equal Split |
Days |
Equal Split Days in Period |
| Equal Split |
445 |
Equal Split Days in Period |
| Deliverable |
- |
Deliverable |
| % Complete |
- |
Not Supported |
|
| Revenue Schedule Name |
The name of this revenue schedule. This is the source record's name prefixed by RS-. |
| 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. |
Billing Contract Source Record Data
If your source objects are Billing Contract and Billing Contract Line Item, this field links the revenue schedule to its source record.
| Billing Contract Line Item |
Lookup to the billing contract line item associated with this revenue schedule. |
Revenue Schedule Line
| Period End |
The end date of the financial period that this line relates to. |
| Period Start |
The start date of the financial period that this line relates to. |
| Revenue |
The revenue to be recognized for the source record in the specified financial period. |
| Revenue As Currency |
The Revenue amount held as a currency field. |
| Revenue Schedule |
The revenue schedule that this line belongs to. |
| Revenue Schedule Line Name |
The name of this revenue schedule line. This is set to the Year/Period that revenue on this line is scheduled to be recognized in. |
| Schedule Line Number |
Automatically generated number, such as RTL-000000796. |
Billing Contract Source Record Data
If your source objects are Billing Contract and Billing Contract Line Item, these fields store data from your source records on the revenue schedule line.
| Billing Contract |
Lookup to the billing contract associated with this revenue schedule line. |
| Billing Contract Line Item |
Lookup to the billing contract line item associated with this revenue schedule line. |
| Product or Service |
The Product or Service name from the billing contract line item associated with this revenue schedule line. |
Revenue Contract Source Record Data
If your source objects are Revenue Contract and Performance Obligation, these fields store data from your source records on the revenue schedule line.
| Performance Obligation |
Lookup to the performance obligation associated with this revenue schedule line. |
| Revenue Contract |
Lookup to the revenue contract associated with this revenue schedule line. |