SECTIONS
The Discard process allows you to rollback a committed recognition transaction. You might need to do this if a transaction was committed in error. Once a transaction has been discarded you can delete it if your business processes do not require it to be retained.
Typically only a limited number of users on your org will have permission to discard recognition transactions. See Custom Permissions in Revenue Management for more information.
When you discard a recognition transaction, any associated recognized revenue or cost is reversed and the associated source records are updated as follows:
- Recognized to Date values are rolled back to remove all the revenue and cost values added by the transaction.
- The Recognition Complete field is deselected if it is no longer applicable.
To discard one or more recognition transactions:
- Click the Recognition Transactions tab.
- Select a list view to display the transactions you're interested in.
- Select the checkboxes of the transactions you want to discard. You can only discard transactions that have the status "Committed". If you select any transactions that are not eligible to be discarded, they will be excluded automatically.
- Click Discard. A message will warn you if any of the selected transactions have been excluded.
- Click Discard to start the Discard process. The process runs in the background. A transaction's status temporarily changes to "Discarding" while the process is running.
You can also discard an individual recognition transaction from its record page by clicking the Discard button.
When a recognition transaction is discarded successfully, its status changes to "Discarded". If a transaction cannot be discarded (for example, because an associated source record cannot be updated) its status remains as "Committed". For information about whether one failure impacts other transactions being discarded, see Discard Transaction Batch Size.
By default you are notified by email and by a Salesforce notification when the process is complete. To view the process log, follow the link in the email or click the Salesforce notification to navigate to the process run record and its child process logs. Your administrator can disable email and Salesforce notifications via the Revenue Management Notification Settings custom setting.
More Information About Discarded Transactions
Recognition transactions with the "Discarded" status are not included in Recognized to Date calculations nor in any other Revenue Management calculations.
Source record values recorded on discarded transactions can be recognized afresh.
When submitting a new recognition transaction, Revenue Management ignores discarded transactions when checking if there are existing "In Progress" transaction lines to Replace or Retain.