SECTIONS
Permissions
The following custom permissions control who can generate schedules, and who can recognize revenue and cost against recognition schedules:
- The Run Recognition Schedule Bulk Generate Process on All Source Records custom permission allows you to bulk generate recognition schedules for all source records regardless of whether you have permissions for all records.
- The Run Recognition Schedule Recognize Process custom permission allows you to recognize revenue and cost against the recognition schedule lines you have access to.
These custom permissions are included in some of the standard Revenue Management permission sets by default. For more information, see Custom Permissions in Revenue Management.
Sharing
By default, the user who generates recognition schedules is the owner of those records. Depending on how sharing is configured in your org, other users might not be able to see those recognition schedules. This could mean that only the user who generated the recognition schedules can recognize revenue and cost against them.
You might prefer the owner of a source record to also be the owner of the recognition schedules generated for that source record, regardless of who generates recognition schedules. You can configure this by mapping the Owner field in your source object's recognition settings record to a field that represents the owner of the source record. You can map the Owner field to a field on the source object, or using lookup relationships you can reference a field on an object linked by a path of up to five lookups.
For example, your object hierarchy might be Level 1=Billing Contract, Level 2=Billing Contract Line Item and you intend generating recognition schedules for billing contract line items. When creating the recognition settings record for your Billing Contract Line Item object, you can derive the source record owner from the related billing contract by entering the following in the Owner field mapping: ffbc__Contract__r.OwnerId
When any user then generates recognition schedules for billing contracts, the owner on each billing contract is mapped across to the Owner field on the resulting recognition schedules. This means that a user can view and recognize revenue and cost against recognition schedules for any billing contracts they own. If the owner of a source record is a queue rather than an individual user, any member of the queue will be able to view and recognize revenue and cost against recognition schedules for that source record.