Setting up Revenue Management

This table sets out the tasks involved in setting up Revenue Management.

Some tasks only need to be performed once in your org (One-off), whereas other tasks need to be repeated for each group of source objects (Repeatable). For example, if you have one group of source objects consisting of Project, Milestone and Timecard, and another group of source objects consisting of Sales Invoice and Sales Invoice Line Item, you must perform the repeatable tasks for both groups.

Complete the tasks in the order shown.

Step	One-off or Repeatable	Task	Related Help Topic
1	One-off	Assign permission sets to Revenue Management users.	Assigning Permission Sets
2	One-off	Create years and periods in Revenue Management.	Creating Recognition Years and Periods
3	Repeatable	Decide on your primary source objects and up to three additional levels of related source objects.	Choosing Your Source Objects
4	Repeatable	Ensure your source objects have all the fields Revenue Management requires to calculate values.	Identifying Fields on Source Objects
5	Repeatable	On each source object, add a lookup to the Recognition Template object. This is so that later (in step 9) you can assign a template to each source record.	Adding Lookups on Your Source Objects to the Recognition Template Object
6	Repeatable	On the following Revenue Management objects, add lookups to your source objects. This is so that when the different transactions and lines are created, they have a link to the associated source record: Recognition Transaction Line Revenue Forecast Transaction Revenue Forecast Transaction Line Actual vs. Forecast Line Performance Obligation Line Item Recognition Schedule You can optionally add lookups on the Recognition Schedule Line object to a source object's primary object or other related object. This allows visibility of all scheduled revenue associated with a primary record or other related record.	Adding Lookups on Revenue Management Objects to Your Source Objects For information specific to recognition schedules, see Additional Setup for Generating Recognition Schedules
7	Repeatable	Create a recognition settings record for each source object.	Creating Recognition Settings
8	Repeatable	Create a recognition template for each source object that you want to include in forecasting and recognition processes, or for which you want to generate recognition schedules.	Creating Recognition Templates
9	Repeatable	Assign recognition templates to your source records or configure template mapping.	Assigning Recognition Templates to Source Objects and What is Template Mapping?
10	One-off	Optionally customize the batch size of processes. Certinia Customer Support can advise you on whether this is necessary for your org.	Controlling the Batch Size of Processes
11	One-off	Optionally set an organization-wide email address that Revenue Management will use when sending emails from background processes.

Additional Setup

You must complete additional setup to use the features listed below.

Feature	Related Help Topic
Generating Recognition Schedules	Additional Setup for Generating Recognition Schedules
Recognizing Revenue and Cost against Recognition Schedules	Recognize against Recognition Schedules
Multiple-Element Arrangements	Additional Setup for using Multiple-Element Arrangements
Engagements	Setting up Revenue Management for Engagements
Cost Recognition	Additional Setup for Cost Recognition