Revenue Management Lightning Components

Certinia provides the following Revenue Management custom Lightning components:

Component Name	Description	Managed Location	Properties
RM Schedules Grid	A component where you can recognize revenue and cost against recognition schedules. The grid displays recognition schedule lines summarized by company, currency, recognition stream, and period. For more information, see Revenue Recognition Page.	Revenue Recognition Lightning App Page	RM Schedules Grid - Lightning Component Properties
RM Actions - Summer 22	An updated version of the RM Actions component, for use if you have switched to recognizing revenue and cost against recognition schedules.	Revenue Recognition Lightning App Page	No properties
RM Schedule On Hold Summary Alert Card	An alert card component for displaying the amount of scheduled revenue or cost that is on hold Recognition schedule lines are withheld from being recognized if their parent recognition schedule has the status "On Hold". in a specific period, or in all periods up to a specific period. For more information, see Revenue Recognition Alert Cards.	Revenue Recognition Lightning App Page	RM Schedule On Hold Summary Alert Card - Lightning Component Properties
RM Schedule Pending Summary Alert Card	An alert card component for displaying the amount of scheduled revenue or cost that is pending A recognition schedule line has the status "Pending" if it is not yet available to be recognized. in a specific period, or in all periods up to a specific period. For more information, see Revenue Recognition Alert Cards.	Revenue Recognition Lightning App Page	RM Schedule Pending Summary Alert Card - Lightning Component Properties
RM Schedule Summary Alert Card	An alert card component for displaying the amount of revenue or cost scheduled to be recognized in a specified period. For more information, see Revenue Recognition Alert Cards.	Revenue Recognition Lightning App Page	RM Schedule Summary Alert Card - Lightning Component Properties
RM Source Unavailable Summary Alert Card	An alert card component for displaying the total recognized revenue or cost on recognition schedules with the status "Source Unavailable", and the number of recognition schedules with this status. For more information, see Revenue Recognition Alert Cards.	Revenue Recognition Lightning App Page	RM Source Unavailable Summary Alert Card - Lightning Component Properties
RM Unscheduled Summary Alert Card	An alert card component for displaying the amount of unscheduled revenue or cost for source records using % Complete recognition. For more information, see Revenue Recognition Alert Cards.	Revenue Recognition Lightning App Page	RM Unscheduled Summary Alert Card - Lightning Component Properties
RM Actions	A component providing access to some processes that run in the background. Note: The Recognize All process is only relevant if you are recognizing revenue or cost against source records (sometimes known as Actuals Refers to the original revenue recognition process where staging data is generated for source records. The Recognize Revenue page and Recognize All use this process.. If you are recognizing revenue or cost against recognition schedules, we recommend you use the RM Actions - Summer 22 Lightning component.	RM Workspace	No properties

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:

1. From Setup, navigate to the Lightning App Builder.
2. Navigate to the Lightning page that you want to add a component to.
3. Click and drag a component on to the relevant part of the Lightning page layout.
4. [Optional] Use the options in the component properties to configure the component.
5. 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.

If you want to create a version of the Revenue Recognition page specifically for cost, see Creating a Cost Recognition Page.