Revenue Forecast Transaction Fields
Here is a description of the fields that make up a revenue forecast transaction and its associated line items.
Revenue Forecast Transaction
| Revenue Forecast Transaction |
Automatically generated number, such as RF-0012. |
Key: R – Read-only; The number indicates the number of characters that are allowed in this text field, where appropriate.
| Category |
|
|
Best, Worst or Expected. |
| Description |
|
255 |
Description of this transaction, such as January 2015 Forecast. |
| Error |
|
255 |
Stores any error text generated by the batch generation process. |
| Locked |
|
|
Indicates whether or not the transaction is locked. You cannot edit a locked transaction. You cannot delete a locked transaction unless its primary source record has been deleted. |
| Recognition Year |
R |
|
Lookup to the related recognition year. |
| Status |
R |
|
Status of this record: Draft, Saved or Error. |
| Total Forecast |
R |
|
Roll-up summary of all revenue forecast transaction lines. |
| Total Revenue |
R |
|
Total revenue of the primary source record. |
| Unallocated Revenue |
R |
|
Total unallocated revenue of the primary source record. |
| Uniqueness |
R |
|
Formula used to maintain uniqueness. |
| Version |
R |
|
Stores the unique revision number. Incremented by one each time a new forecast record with the same primary source record and year is created. |
Primary Record Details
| Currency |
R |
255 |
Currency of the primary source record. |
| Display Information |
R |
255 |
Further information about the primary source record. Often this will be the account name, but it can be any useful information. |
| End Date |
R |
|
Final date of the period on the primary source record. |
| Primary Object Record Name |
R |
255 |
Name of the primary object. |
| Revenue Contract |
|
|
Lookup to the related revenue contract (if applicable). |
| Settings |
R |
|
Lookup to the related recognition settings record. It must be compatible in terms of type and level with the related source record. |
| Start Date |
R |
|
First date of the period (from the primary source record). |
Revenue Forecast Transaction Lines
These are the fields installed by the Revenue Management managed package. Some custom lookup fields are added to this object during on-boarding. Once created, do not edit these lookup fields.
| Revenue Forecast Transaction Line |
Automatically generated number, such as RFL-0012. |
Key: R – Read-only;
V - You must enter forecast data either as a set of values or as a set of percentages. If you specify both, they must match. They cannot be edited at the same time.
| Comments |
|
A free text field where you can add comments about the specific forecast line. |
| Level 2 Object Record Name |
R |
Name of the Level 2 object. |
| Level 3 Object Record Name |
R |
Name of the Level 3 object. |
| Level 4 Object Record Name |
R |
Name of the Level 4 object. |
| Percentage |
V |
Value as a percentage, either as entered or calculated. |
| Performance Obligation |
|
Lookup to the related performance obligation (if applicable). |
| Period |
R |
Lookup to the related recognition period. Must be unique for this transaction and be within the related recognition year. |
| Primary Object Record Name |
R |
Name of the primary object. |
| Revenue Contract |
|
Lookup to the related revenue contract (if applicable). |
| Revenue Forecast Transaction |
R |
Master-Detail link to the related revenue forecast transaction. |
| Template |
R |
Lookup to the related forecast recognition template. |
| Total Revenue |
R |
Total revenue of the primary source record. |
| Uniqueness |
R |
Formula used to maintain uniqueness. |
| Value |
V |
Stores the value of this line, either as entered or calculated. |
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