Excluding Recognition Schedules from Being Recognized

If you want to exclude recognition schedules from being recognized, Revenue Management must be configured to allow you to place a source record on hold.

To do this, your administrator must:

1. Make sure the source object includes a boolean or formula field that can be used to mark a source record as being on hold. If using a formula field, its return type must be Checkbox.
2. In the recognition settings record for the source object, map the boolean or formula field on the source object to the On Hold field mapping.

Then when you mark a source record as being on hold, the next time recognition schedules are generated for that source record they are given the status "On Hold". Recognition schedules with the status "On Hold" are excluded from recognition processes.

If you release a source record from being on hold, the next time recognition schedules are generated for that source record the "On Hold" status is removed. The recognition schedules are now available to be included in recognition processes.

Note:

If you have multiple levels in your object hierarchy, when you mark a parent source record as being on hold you might also want to mark its child records as being on hold. For information about how you can configure your source objects to achieve this, see Inheriting On Hold from Parent Source Record.