Here is a description of the fields that make up a revenue schedule and its associated lines.
Revenue Schedule
| Field | Description | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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| 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.
| Field | Description |
|---|---|
| Billing Contract Line Item | Lookup to the billing contract line item associated with this revenue schedule. |
Revenue Schedule Line
| Field | Description |
|---|---|
| Internal Revenue | The revenue amount (as a number) to be recognized for the source record in the specified financial period. |
| 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 amount (as a currency value) to be recognized for the source record in the specified financial period. |
| 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.
| Field | Description |
|---|---|
| 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.
| Field | Description |
|---|---|
| Engagement |
Lookup to the engagement associated with this revenue schedule line. Automatically populated when you generate revenue schedules for a revenue contract that relates to an engagement. |
| 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. |