SECTIONSUpgrading to Revenue Management Spring 2024
This page describes the changes to make when upgrading to Spring 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 Spring 2024, see New Features and Enhancements in Revenue Management Spring 2024.
Additional Filtering Options for Revenue and Cost Recognition
Upgrade Steps
To use this feature in Spring 2024, take the following action:
|
Action |
Further Information |
|---|---|
| Select the Group Transactions by Recognition Method field in the Revenue Management Settings custom setting. | Managing Custom Settings |
Included in this Feature
This section details the items that have been added in this release.
New Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Recognition Method | Recognition Transaction | Recognition Transaction Fields |
| Analysis Item 1-4 | Recognition Schedule | Recognition Schedule Fields |
Custom Fields
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Group Transactions by Recognition Method | Revenue Management Settings | Managing Custom Settings |
Lock the Value of Historic Schedules When Source Records Using Retrospective Adjustment Change
Upgrade Steps
No upgrade steps are required to start using this enhancement.
Release Content
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
| Deactivate any deprecated prompts that are active in your org. | Managing Certinia In-App Guidance |
Included in this Feature
This section details the items that have been added or updated in this release.
In-App Guidance
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| DEPRECATED: Configuring Revenue Recognition LP | Revenue Management Setup | Settings (List) | Learning Path | No | Fall 2020 |
| DEPRECATED: Recognize Revenue LP | Revenue Management | Recognize Revenue | Learning Path | No | Fall 2020 |
| DEPRECATED: Release Overview | Revenue Management | Recognize Revenue | Tutorial | No | Fall 2020 |
| DEPRECATED: Revenue Contracts LP | Revenue Management | Revenue Contracts (List) | Learning Path | No | Fall 2020 |