SECTIONSMetadata Changes when Enabling Revenue Contracts for Revenue Cloud
When you enable the Revenue Contracts for Revenue Cloud feature, the following fields are created on Salesforce objects:
| Object | Field | Description |
|---|---|---|
| Opportunity | Foundations Engagement | Lookup to the engagement to which the opportunity relates. |
| Order | Foundations Engagement | Lookup to the engagement to which the order relates. |
The following fields are created on Certinia objects:
| Object | Field | Description |
|---|---|---|
| Engagement | Legal Entity | Lookup to the legal entity from the order. You must complete the steps in Configuring Salesforce Flows to create Engagements from Orders to populate this field from the order's legal entity. |
| Revenue Contract | Legal Entity | Lookup to the legal entity from the order. This is populated from the engagement's legal entity via the field mapping definition "Engagement to Revenue Contract". |
Other Changes
- A related list to the Salesforce Order object is added to the Engagement object.
- The field mapping definition "Engagement to Revenue Contract" is created if it does not already exist. It maps the Legal Entity value on the Engagement object to the Legal Entity field on the Revenue Contract object. This ensures that recognition transactions created from a revenue contract can be grouped by legal entity. If a field mapping definition with this name already exists, the mapping is added to it. You can add mappings to this field mapping definition if there are other fields on the Engagement object that you want to map across to Revenue Contract.
Updates to Existing Recognition Settings
Enabling the Revenue Contracts for Revenue Cloud feature results in the following changes to existing recognition settings records:
- The Order settings record created by the Revenue Cloud Connector feature is updated to map the Engagement Lookup to ffrrEngagement__c.
- The Revenue Contract settings record created by the Create Setup for Using Revenue Contracts feature is updated to map the Grouped By field to ffrrLegalEntity__c.
Updates to Existing Recognition Templates
The Revenue Cloud Connector feature creates several recognition templates for use with its Use in Revenue Contract recognition settings records. The Revenue Contracts for Revenue Cloud feature updates those templates to populate their Performance Obligation Rec. Template field with a template appropriate to their calculation type. The performance obligation templates are created by the Create Setup for Using Revenue Contracts feature. This is done so that when you create a revenue contract for an order, items on that order are added to the revenue contract as performance obligations with the correct template type.
The following table lists the templates created by the Revenue Cloud Connector feature and indicates which template (created by the Create Setup for Using Revenue Contracts feature) is mapped to the Performance Obligation Rec. Template field.
|
Revenue Cloud Connector Template |
Performance Obligation Rec. Template |
|---|---|
| Order Product - % Complete - RC | Performance Obligation - % Complete |
| Order Product - Deliverable - RC | Performance Obligation - Deliverable |
| Order Product - Equal Split Days - RC | Performance Obligation - Equal Split Days |
| Order Product - Equal Split Months - RC | Performance Obligation - Equal Split Months |
| Order Product - Equal Split Months/PP - RC | Performance Obligation - Equal Split Months/PP |
| Order Product - Equal Split 445 - RC | Performance Obligation - Equal Split 445 |
| Usage Summary - On Delivery - RC | Performance Obligation - Deliverable |
| Invoice Line - As Invoiced - RC | Performance Obligation - Deliverable |
| Invoice Line - Equal Split Days - RC | Performance Obligation - Equal Split Days |
| Invoice Line - Equal Split Months - RC | Performance Obligation - Equal Split Months |
| Invoice Line - Equal Split Months/PP - RC | Performance Obligation - Equal Split Months/PP |
| Invoice Line - Equal Split 445 - RC | Performance Obligation - Equal Split 445 |
| Credit Note Line - Deliverable - RC | Performance Obligation - Deliverable |
| Credit Note Line - Equal Split Days - RC | Performance Obligation - Equal Split Days |
| Credit Note Line - Equal Split Months - RC | Performance Obligation - Equal Split Months |
| Credit Note Line - Equal Split Months/PP - RC | Performance Obligation - Equal Split Months/PP |
| Credit Note Line - Equal Split 445 - RC | Performance Obligation - Equal Split 445 |