Revenue Waterfall Flow Input Fields

The input fields are the foundation of every dataset in Financial Management Analytics. These fields are extracted from your org environment by the dataflow when you create the Financial Analytics app, the data is then processed to populate your apps' datasets.

Prerequisites

For this dataset to be properly created, the Enabling Revenue Recognition for BC feature must be enabled using the Feature Console. This creates the required fields on the Billing Contract Line Item and Revenue Schedule objects, as well as the required settings records. For more information, see Enabling Revenue Recognition for Billing Contracts.

Source Objects

This flow uses the Revenue Schedule and Billing Schedule objects to extract Billing Central and Revenue Management field information. The data is then augmented with information from the Billing Contract and Billing Contract Line Item objects. Using the contract information, the data is further augmented with information from the Account, Foundations Company, and Product objects.

Each row of the resulting Revenue Waterfall dataset represents scheduled revenue or scheduled billing for a single billing contract line item in a single financial period.

Revenue Schedule and Revenue Schedule Line

These are the main fields retrieved from the Revenue Schedule and Revenue Schedule Line objects in Revenue Management. For more information about these fields, see the Recognition Schedule Fields.

Fields Retrieved from the Revenue Schedule Object
Field Label	Field API Name	Description
Billing Contract Line Item	ffrrBCContractLineItem__c	We use this field to join revenue schedules with billing schedules and retrieve information about the billing contract line item and its parent billing contract. See Billing Contract Line Item and Fields Retrieved from the Billing Contract Line Item Object. Note: This field is created automatically using the Enabling Revenue Recognition for BC feature in the Feature Console.
Performance Obligation	ffrr__PerformanceObligation__c	We use this field to join performance obligation line items with revenue schedules. This enables us to determine the billing contract line item linked to this revenue schedule. See Performance Obligation. Note: This only applies if you use multiple-element arrangements in Revenue Management.
Record ID	Id	We use this field to populate the Revenue Schedule ID field in the resulting dataset.
Recognition Method	ffrr__RecognitionMethod__c	We use this field to populate the Revenue Schedule Recognition Method field in the resulting dataset.

Fields Retrieved from the Revenue Schedule Line Object
Field Label	Field API Name	Description
Currency	CurrencyIsoCode	We use this field to determine the currency of the revenue schedule line and convert the Internal Revenue value to the Integration User's currency while populating the Scheduled Revenue field.
Period End	ffrr__PeriodEnd__c	We use this field to populate the Period End Date field in the resulting dataset.
Period Start	ffrr__PeriodStart__c	We use this field to populate the Period Start Date field in the resulting dataset.
Internal Revenue	ffrr__Revenue__c	We use this field to populate the Scheduled Revenue field in the resulting dataset.
Revenue Schedule	ffrr__RevenueSchedule__c	We use this field to join the revenue schedule line information with its parent revenue schedule record. See Revenue Schedule.
Record ID	Id	We use this field to populate the Record ID field in the resulting dataset.

Billing Schedule

These are the main fields retrieved from the Billing Schedule object in Billing Central. For more information about these fields, see Billing Schedule Fields.

Fields Retrieved from the Billing Schedule Object
Field Label	Field API Name	Description
Billing Date	ffbc__BillingDate__c	We use this field to populate the Period Start Date field in the resulting dataset.
Billing Period End Date	ffbc__BillingPeriodEndDate__c	We use this field to populate the Period End Date field in the resulting dataset.
Currency ISO Code	CurrencyIsoCode	We use this field to determine the currency of the billing schedule and convert the Value field to the Integration User's currency while populating the Scheduled Billing field.
Record ID	Id	We use this field to populate the Record ID field in the resulting dataset.
Value	ffbc__Value__c	We use this field to populate the Scheduled Billing field in the resulting dataset.
Contract Line Item	ffbc__ContractLineItem__c	We use this field to join billing schedules with revenue schedules and retrieve information about the billing contract line item and its parent billing contract. See Contract Line Item and Fields Retrieved from the Billing Contract Line Item Object.

Billing Contract and Billing Contract Line Item

These are the main fields retrieved from the Billing Contract and Billing Contract Line Item objects in Billing Central. For more information about these fields, see Billing Contract Fields.

Fields Retrieved from the Billing Contract Object
Field Label	Field API Name	Description
Account	ffbc__Account__c	We use this field to retrieve the customer account that the billing contract belongs to and to populate the account fields in the resulting dataset. See Billing Contract Line Item → Contract → Account and Fields Retrieved from the Salesforce Account Object.
Company	ffbc__Company__c	We use this field to determine the Accounting company that the billing contract belongs to and to populate the company fields in the resulting dataset. See Billing Contract Line Item → Contract → Company and Fields Retrieved from the Foundations Company Object.
Contract Number	Name	We use this field to populate the Contract Number field in the resulting dataset.
Currency	CurrencyIsoCode	We use this field to populate the Contract Currency field in the resulting dataset.
Record ID	Id	We use this field to populate the Contract ID field in the resulting dataset.

Fields Retrieved from the Billing Contract Line Item Object
Field Label	Field API Name	Description
Contract	ffbc__Contract__c	We use this field to join the contract line information with its parent contract. See Billing Contract Line Item → Contract.
Contract Line Item Number	Name	We use this field to populate the Contract Line Item Name field in the resulting dataset.
End Date	ffbc__EndDate__c	We use this field to populate the Contract Line Item End Date field in the resulting dataset.
Product or Service	ffbc__ProductService__c	We use this field to retrieve the product that the billing contract line item represents and to populate the product fields in the resulting dataset. See Billing Contract Line Item → Product or Service and Fields Retrieved from the Salesforce Product Object.
Recognized to Date	[Unmanaged field]	We use this field to populate the Total Recognized field in the resulting dataset. Note: The API name of this field is determined according to the Recognized to Date Value field defined in the Revenue Management settings record for the Billing Contract Line Item object.
Record ID	Id	We use this field to join the contract line item with its billing schedules and revenue schedules. We use this field to populate the Contract Line Item ID field in the resulting dataset.
Start Date	ffbc__StartDate__c	We use this field to populate the Contract Line Item Start Date field in the resulting dataset.
Total Billed	ffbc__TotalBilled__c	We use this field to populate the Total Billed field in the resulting dataset.
Total Contract Line Value	ffbc__TotalContractLineValue__c	We use this field to populate the Total Value field in the resulting dataset.

Performance Obligation Line Item

If you use multiple-element arrangements in Revenue Management, revenue schedules are generated for performance obligations. In this case, the revenue schedules are not directly linked to the billing contract line items. We use the performance obligation line item object to establish that link.

For more information about performance obligations, see the following:

Fields Retrieved from the Performance Obligation Line Item Object
Field Label	Field API Name	Description
Billing Contract Line Item	[Unmanaged field]	After joining performance obligation line items with revenue schedules, we use this field to specify which contract line the revenue schedules relates to. We then use that information when joining revenue schedules with billing schedules. See [Unmanaged lookup, API name retrieved from the settings record]. Note: The API name of this field is determined according to the POLI Source Lookup field defined in the Revenue Management settings record for the Billing Contract Line Item object.
Performance Obligation	ffrr__PerformanceObligation__c	We use this field to join performance obligation line items with revenue schedules. This enables us to determine the billing contract line item linked to the revenue schedule. See Performance Obligation.
Record ID	Id	We use this field to maintain the record ID of the performance obligation line item in the dataflow.

Account

Fields Retrieved from the Salesforce Account Object
Field Label	Field API Name	Description
Billing Country	BillingCountry	We use this field to populate the Account Billing Country field in the resulting dataset.
Industry	Industry	We use this field to populate the Account Industry field in the resulting dataset.
Account Name	Name	We use this to populate the Account Name field in the resulting dataset.
Record ID	Id	We use this to populate the Account ID field in the resulting dataset.

Product

Fields Retrieved from the Salesforce Product Object
Field Label	Field API Name	Description
Product Family	Family	We use this field to populate the Product Family field in the resulting dataset.
Record ID	Id	We use this field to populate the Product ID field in the resulting dataset.
Product Name	Name	We use this to populate the Product Name field in the resulting dataset.

Recognition Period

Fields Retrieved from the Recognition Period Object
Field Label	Field API Name	Description
End Date	ffrr__EndDate__c	We use these fields to find a matching recognition period for a revenue schedule. When Period Start and Period End of a revenue scheduled match Start Date and End Date of a recognition period, the two records are also matched. We then use the Recognition Period Name field to populate the Period Name field in the resulting dataset. See Recognition Period.
Start Date	ffrr__StartDate__c
Recognition Period Name	Name

Foundations Company

Fields Retrieved from the Foundations Company Object
Field Label	Field API Name	Description
Accounting Company	c2g__msg_link_ffa_id__c	We use this field to populate the Revenue Waterfall Output Fields hidden field in the resulting dataset.
Record ID	Id	We use this field to populate the Company ID field in the resulting dataset.
Company Name	Name	We use this to populate the Company Name field in the resulting dataset.

Relationships Between Objects

The dataflow uses lookup relationships and common values to augment and join various records.

Relationships using Lookups
Primary Object	Relationship Path	Secondary Object
Revenue Schedule Line	Revenue Schedule	Revenue Schedule
Revenue Schedule	Billing Contract Line Item	Billing Contract Line Item
	Billing Contract Line Item → Contract	Billing Contract
	Billing Contract Line Item → Contract → Account	Account
	Billing Contract Line Item → Contract → Company	Foundations Company
	Billing Contract Line Item → Contract → Company → Accounting Company	Accounting Company
	Billing Contract Line Item → Product or Service	Product
	Performance Obligation	Performance Obligation
Performance Obligation Line Item	Performance Obligation	Performance Obligation
Performance Obligation Line Item	[Unmanaged lookup, API name retrieved from the settings record]	Billing Contract Line Item
Billing Schedule	Contract Line Item	Billing Contract Line Item
	Contract Line Item → Contract	Billing Contract
	Contract Line Item → Contract → Account	Account
	Contract Line Item → Contract → Company	Foundations Company
	Contract Line Item → Contract → Company → Accounting Company	Accounting Company
	Billing Contract Line Item → Product or Service	Product