Custom Permissions in Revenue Management

Revenue Management provides the custom permissions described below. For more information about custom permissions, see the Salesforce Help.

Permission to Generate Revenue Schedules for All Source Records

Revenue Management provides a custom permission to bulk generate revenue schedules for all source records regardless of your record permissions. The Run Revenue Schedule Bulk Generate Process on All Source Records custom permission is enabled by default in the following permission sets:

If you have cloned these permission sets, enable the Run Revenue Schedule Bulk Generate Process on All Source Records custom permission in the cloned versions to allow users with those permission sets to generate revenue schedules for all source records.

You can allow other users to generate revenue schedules for all source records by assigning the custom permission to their profiles or permission sets. We recommend you grant the permission to a limited number of users only.

Permission to Recognize Revenue for all Revenue Schedule Lines

Revenue recognition against revenue schedules is BETA functionality in this release and should only be used in sandbox environments.

If you intend recognizing revenue against revenue schedules you must be assigned the Run Revenue Schedule Recognize Process on All Revenue Schedule Lines custom permission. This custom permission allows you to recognize revenue against all revenue schedule lines regardless of which records are shared with you.

Permission to Discard Committed Revenue Recognition Transactions

Revenue Management provides a custom permission for discarding committed revenue recognition transactions. The Discard Revenue Recognition Transactions custom permission is enabled by default in the following permission sets:

If you have cloned these permission sets, enable the Discard Revenue Recognition Transactions custom permission in the cloned versions to allow users with those permission sets to discard committed transactions.

You can allow other users to discard committed revenue recognition transactions by assigning the custom permission to their profiles or permission sets. We recommend you grant the permission to a limited number of users only.

Warning:

If your org is customized so that committing a revenue recognition transaction causes a financial transaction to be posted in your accounting system, be aware that discarding a revenue recognition transaction does not reverse any associated financial transaction. You must reverse such financial transactions separately.