The Revenue Management Expansion Pack

There is one Revenue Management expansion pack for integration with FinancialForce Accounting.

The expansion pack installs a range of sample reports, page layouts and permission sets, including some of the resources listed here. Future packages may install new and updated resources. Check the following places in your org for a complete and up-to-date list.

• Reports (Revenue Recognition Reports folder)
• Reports (Revenue Forecast Reports folder)
• Reports (Revenue Recognition Dashboards folder)

Some examples are listed below.

Audit

Revenue Recognition Reports

Name	Transaction Type	Description
Revenue Recognition - Trans All	All	Lists all the revenue recognition transactions.
Revenue Recognition - Trans Committed	Committed	Lists all the revenue recognition transactions that have been Committed.
Revenue Recognition - Trans In Progress	In Progress	Lists all the revenue recognition transactions that are In Progress.
Revenue Recognition - Amended Values		Lists all the revenue recognition transaction where the Amount field has been amended.

Revenue Forecast Reports

Name	Transaction Type	Description
Revenue Forecast - Trans Saved	Saved	Lists all the revenue forecast transactions that have been saved.
Revenue Forecast - Trans Draft	Draft	List all the draft revenue forecast transactions that have not been saved or committed.

Total Revenue Recognized

Name	Transaction Type	Description
Revenue Recognized By Account	Committed Transactions	Shows Total Revenue Recognized by Account
Revenue Recognized By Dimension 1	Committed Transactions	Shows Total Revenue Recognized by Dimension 1
Revenue Recognized By Dimension 2	Committed Transactions	Shows Total Revenue Recognized by Dimension 2
Revenue Recognized By Dimension 3	Committed Transactions	Shows Total Revenue Recognized by Dimension 3
Revenue Recognized By Dimension 4	Committed Transactions	Shows Total Revenue Recognized by Dimension 4

Total Revenue Forecast

Name	Transaction Type	Description
Revenue Forecast By Account	Saved & Category Latest	Show Total Revenue Forecast by Account
Revenue Forecast By Dimension 1	Saved & Category Latest	Show Total Revenue Forecast by Dimension 1 (Sales Invoice)
Revenue Forecast By Dimension 2	Saved & Category Latest	Show Total Revenue Forecast by Dimension 2 (Sales Invoice)
Revenue Forecast By Dimension 3	Saved & Category Latest	Show Total Revenue Forecast by Dimension 3 (Sales Invoice)
Revenue Forecast By Dimension 4	Saved & Category Latest	Show Total Revenue Forecast by Dimension 4 (Sales Invoice)
Revenue Forecast By Sales Invoice	Saved & Category Latest	Show Total Revenue Forecast by Sales Invoice
Revenue Forecast By Sales Credit Note	Saved & Category Latest	Show Total Revenue Forecast by Sales Credit Note

Total Revenue Recognized By Period

Name	Transaction Type	Description
Revenue Recognition Summary - Invoices	Committed Transactions	Shows Revenue Recognized per Period - By Sales Invoice
Revenue Recognition Summary - Credits	Committed Transactions	Shows Revenue Recognized per Period - By Credit Note

Total Revenue Forecast By Period

Name	Transaction Type	Description
Actual v Forecast By Period	Revenue	Shows Revenue Forecast per Period - By Primary Record.
Actual v Forecast Records By Account	Revenue	Shows Revenue Forecast per Period - Account & Document Chart included.
Actual v Forecast Records By Invoice	Revenue	Shows Revenue Forecast per Period - Account & Sales Invoices Chart available to add to Sales Invoice page layout.
Actual v Forecast Records By Credit	Revenue	Shows Revenue Forecast per Period - Account & Sales Credit Notes Chart available to add to Sales Credit Note page layout.

Page Layouts

Name	Object	Description
Revenue Recognition Sales Invoice Layout	Sales Invoice	Includes: Revenue Recognition Section - RR Template and roll-up summary of recognized to date Revenue Recognition Transactions - To show SIN Lines (as PSA project/milestone) Related Lists for Revenue Recognition Lines
Revenue Recognition Sales Credit Note Layout	Sales Credit Note	Includes: Revenue Recognition Section - RR Template and roll-up summary of recognized to date Revenue Recognition Transactions - To show SCN Lines (as PSA project/milestone) Related Lists for Revenue Recognition Lines

Permission Set

Name	Description
Revenue Management Expansion Pack	Grants users access to the relevant source object lookups your administrator must add to the Revenue Recognition Transaction Line object.

See Assigning Permission Sets for more details.