FinancialForce provides the following Revenue Management custom Lightning components:
| Component Name | Description | Where Found | Released |
|---|---|---|---|
| (BETA) RM Schedules Grid | A component where you can recognize revenue against revenue schedules. The grid displays revenue schedule lines summarized by company, currency, revenue stream, and period. | Revenue Recognition Lightning App Page | Spring 2022 |
| (BETA) RM Schedule Summary Alert Card | An alert card component for displaying the amount of revenue scheduled to be recognized in a specified period. Change the period that an alert card relates to by adjusting the value in its Offset From Current Period field. For example, set a card's offset to -6 to see the amount of revenue that was scheduled for recognition six periods earlier. You can also configure colors used by the alert card. | Revenue Recognition Lightning App Page | Spring 2022 |
| (BETA) RM Actions - Spring 22 | An updated version of the RM Actions component, for use if you have switched to recognizing revenue against revenue schedules. | Revenue Recognition Lightning App Page | Spring 2022 |
| RM Actions | A component providing access to Recognize All and other features. | RM Workspace | Spring 2021 |
You can add the components to other Lightning pages if necessary.
Adding Components to a Lightning Page
To add a component to a Lightning page:
- From Setup, navigate to the Lightning App Builder.
- Navigate to the Lightning page that you want to add a component to.
- Click and drag a component on to the relevant part of the Lightning page layout.
- [Optional] Use the options in the component properties to configure the component.
- Save and activate the Lightning page.
For more information on Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.