Automate Processes Fields

Use the Automate Processes window to configure Revenue Management's end-to-end automation process. The fields in the Automate Processes window are described below. For more information, see Using the Revenue Management Automation.

Field Description
Automation Configuration

Optionally select an existing automation configuration to run now, or to modify and save with a new name. Leave this field blank to define a new configuration that you can save to run later, or to run the automation process as a one-off.
Company

Optionally select one or more companies. Only source records with one of the selected companies will be included for processing.

If you want to process all records regardless of company, leave the field blank.

Filtering on No Company means that records with no value in their Company field will be included for processing.

Note:

The Company drop-down lists Foundations companies. If you want to filter by company but your source records don't use Foundations companies, you must create a Foundations company for each of your source record companies and ensure that their names match.
Recognition Stream

Optionally select one or more recognition streams. Only source records with one of the selected recognition streams will be included for processing.

If you want to process all records regardless of recognition stream, leave the field blank.
Currency

Optionally select one or more currencies. Only source records with one of the selected currencies will be included for processing.

If you want to process all records regardless of currency, leave the field blank.

This field is hidden on single-currency orgs.
Recognition Method

Optionally select one or more recognition methods (% Complete, Deliverable, Equal Split). Only source records using one of the selected recognition methods will be included for processing.

If you want to process all records regardless of recognition method, leave the field blank.

Note:

This filter is only available if the Group Transactions by Recognition Method field in the Revenue Management Settings custom setting is selected.

Start Process

Select the process you want to start from. For example, if the start process = Generate Schedules and the end process = Summarize Transactions, then Generate Schedules, Recognize Schedules, and Summarize Transactions will be run in that order.

End Process

Select the process you want to finish at. For example, if the start process = Generate Schedules and the end process = Summarize Transactions, then Generate Schedules, Recognize Schedules, and Summarize Transactions will be run in that order.
Selection Cutoff Period

Select the cutoff period for including schedule lines for recognition:

  • Current - Recognizable schedule lines in all periods up to and including the current period will be included.
  • Previous - Recognizable schedule lines in all periods up to and including the one immediately prior to the current period will be included.

An error is displayed if you set the Selection Cutoff Period to Current and the Recognition Period to Previous.

You cannot select this field if the Recognize Schedules process is not included.
Recognition Period

Select the period you want to commit recognized values into. This is recorded as the Recognition Period on resulting transactions:

  • Current - Recognized values will be committed into the period containing today's date.
  • Previous - Recognized values will be committed into the period immediately prior to the current period.

An error is displayed if you set the Selection Cutoff Period to Current and the Recognition Period to Previous.

You cannot select this field if the Recognize Schedules process is not included.
Summarize

A checkbox that lets you choose whether to summarize recognition transactions, and whether to create journals from recognition transaction summaries instead of from recognition transaction lines.

When you include the Summarize Transactions process in the configuration:

  • Recognition transactions are summarized if the checkbox is selected.

  • Recognition transactions are not summarized if the checkbox is deselected. This allows running processes before and after Summarize Transactions while skipping the summarization process itself.

When you include the Create Journals process in the configuration:

  • Journals are created from recognition transaction summaries if the checkbox is selected.

  • Journals are created from recognition transaction lines if the checkbox is deselected.

The checkbox is read-only in some circumstances:

  • Read-only and selected when Summarize Transactions is the start or end process.

  • Read-only and deselected when neither Summarize Transactions or Create Journals are selected.

Buttons

Button Description
Cancel Close the Automate Processes window without saving or running a configuration, and return to the Revenue Recognition page.
Run Start the automation process using the current configuration. When you run a saved automation configuration, its Last Run Date is updated to the current date and time.
Save Save the current configuration for the automation process. Automation configuration names must be unique.