SECTIONSUpgrading to Revenue Management Winter 2024
This page describes the changes to make when upgrading to Winter 2024.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Winter 2024, see New Features and Enhancements in Revenue Management Winter 2024.
Applying Prospective Adjustment Following Source Record Changes
Upgrade Steps
To use this feature in Winter 2024, take the following action:
|
Action |
Further Information |
|---|---|
| Enable the "Upgrade to Winter 2024" feature in the Feature Console. This updates the Recognition Template page layout to include a new Calculation Adjustment Type field. | Upgrade to Winter 2024 |
| [Optional] The Calculation Adjustment Type field is set to "None" on existing recognition templates. This means that the default behavior (retrospective adjustment) applies. You can update this field to "Retrospective" if you wish. For data integrity reasons, once you have changed it to "Retrospective" you cannot change it back to "None". | Recognition Template Fields |
Included in this Feature
This section details the items that have been added in this release.
New Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Calculation Adjustment Type | Recognition Template | Recognition Template Fields |
Organization-Wide Email Address
Upgrade Steps
To use this feature in Winter 2024, take the following action:
|
Action |
Further Information |
|---|---|
| Enter the email address in the Organization-Wide Email Address field in the FDN Background Processing Settings custom setting. It must be a verified email address listed on Salesforce's Organization-Wide Email Addresses page. | Setting an Organization-Wide Email Address |
Included in this Feature
This section details the items that have been added in this release.
Custom Fields
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Organization-Wide Email Address | FDN Background Processing Settings | FDN Background Processing Settings |
Using Revenue Management with SSM for Cost Recognition
Upgrade Steps
To start using Revenue Management to recognize costs against SSM purchase orders, take the following action:
|
Action |
Further Information |
|---|---|
| Enable the Enabling Cost Recognition for SSM feature in Feature Console. | Enabling Cost Recognition for SSM |
Included in this Feature
This section details the items that have been added in this release.
New Fields
For a list of the fields added by this feature, see Metadata Changes when Enabling Cost Recognition for SSM.
Permission Sets
|
Permission Set |
Further Information |
|---|---|
| Revenue Management on SSM | Permission Sets and Other Technical Documentation |
Scheduling Automation Configurations
Upgrade Steps
If you are using Revenue Management with recognition schedules, you can now schedule automation configurations to run at regular cadences. To use this feature in Winter 2024, take the following action:
|
Action |
Further Information |
|---|---|
| Schedule an automation configuration, which creates a process schedule record. The Next Due field on an active process schedule shows when it is next scheduled to run. | Scheduling Automation Configurations |
|
You must set up a scheduled job to run the process schedules. Depending on when you configure the scheduled job to run, there might be a delay before due process schedules run. |
Scheduling a Job to Run Process Schedules |
Included in this Feature
This section details the items that have been added in this release.
New Objects
|
Object |
Description |
Further Information |
|---|---|---|
| RM Process Schedule | Contains the information required to automatically run an automation configuration. | RM Process Schedule Fields |
| RM Process Schedule Log | Contains process run information pertaining to Revenue Management process schedules. | RM Process Schedule Fields |
New Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Currently Running Process Run | Revenue Management Background Process | Revenue Management Background Process Fields |
| Currently Running Process Type | Revenue Management Background Process | Revenue Management Background Process Fields |
| End Process | Revenue Management Background Process | Revenue Management Background Process Fields |
| RM Automation Configuration | Revenue Management Background Process | Revenue Management Background Process Fields |
| Start Process | Revenue Management Background Process | Revenue Management Background Process Fields |
Custom Fields
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Process Schedule Volume Limit | Revenue Management Settings | Revenue Management Settings |
Historic Recognizable Revenue Included during Recognition
Upgrade Steps
No upgrade steps are required to start using this enhancement.
Included in this Feature
This section details the items that have been added in this release.
Custom Fields
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Exclude Historic RSLs from Recognition | Revenue Management Settings |
Release Content
Upgrade Steps
| Action | Further Information |
|---|---|
| Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it. |
Revenue Management In-App Guidance Managing Certinia In-App Guidance
|
Certinia Help Is Now Available from help.certinia.com
No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Revenue Management.
For more information, see Certinia Help URL.