Revenue Schedule Fields

Here is a description of the fields that make up a revenue schedule and its revenue schedule lines.

Revenue Schedule

Field Description
Account Lookup to the Salesforce account that the revenue relates to. This is derived from the source record.
Company The company associated with this revenue schedule, derived from the source record.
Currency The currency used for this revenue schedule, derived from the source record.
Display Information The Display Information value, 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.
Product Lookup to the Salesforce product that the revenue relates to. This is derived from the source record.
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.

Template Type

Calculation Type

Recognition Method
Equal Split Months Equal Split Full Periods
Equal Split Months / Actual Days in Part Periods Equal Split Actual Days in Part 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-.
Revenue Stream The source object on the settings record at the primary level in the object hierarchy.
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 Recognized Revenue Total amount of revenue recognized on the related revenue schedule lines.
Total Scheduled Revenue Total amount of revenue scheduled on the related revenue schedule lines.
Total Revenue Total amount of revenue that can be recognized for the source record.

Integrating Revenue Management and Billing Central

This lookup is added if the Enable Revenue Recognition for Billing Contracts feature is enabled in Feature Console.

Field Description
Billing Contract Line Item Lookup to the billing contract line item associated with this revenue schedule.

Revenue Schedule Line

Field Description
Display Information The Display Information value, derived from the source record.
Internal Recognized Revenue The amount of revenue (as a number) that has been recognized in this financial period.
Internal Revenue The amount of revenue (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.
Recognition Status

Indicates the status of revenue recognition on this line. The status can be:

  • Pending - The line is available for revenue recognition.
  • Complete - The line's revenue amount is fully recognized. If the revenue recognition transaction that includes this line is discarded, the line's status is set back to Pending.
  • Invalid - The line is no longer valid and will not be recognized. Typically this occurs when revenue schedules are regenerated following a change to the source record and the line no longer falls within the source record's date range. When a line's status changes to Invalid, its Revenue amount is set to 0 and revenue is recalculated across the Pending lines on this revenue schedule.
Revenue The amount of revenue (as a currency value) to be recognized for the source record in the specified financial period.
Recognized Revenue The amount of revenue (as a currency value) that has been recognized in this 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.

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.

Integrating Revenue Management and Billing Central

These lookups are added if the Enable Revenue Recognition for Billing Contracts feature is enabled in Feature Console.

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.