Revenue Management Background Processes and Filters

Revenue Management background process records store supplementary information about process runs. Revenue Management uses them to ensure that asynchronous processes do not clash. For example, so that two Recognize Schedules processes do not recognize the same recognition schedules at the same time.

RM background process filter records are created when you run an asynchronous process with filters applied. You can do this when recognizing revenue and cost via the Revenue Recognition page, or by starting the automation service via the API. An RM background process filter record is created for each filter that is applied. If you cannot start a process because it clashes with an existing process, you can review the existing process' filter records to see which recognition schedules are currently being processed. You can then adjust the filters for the process you want to start so that it does not clash with the existing process.

To see which filters a process is using, view the related list of filter records on the Revenue Management background process record.

If a process has multiple filter records, note that:

• Where multiple filter records have the same Filtered Type, a recognition schedule is processed if it matches ANY of them.
• Where multiple filter records have different Filtered Types, a recognition schedule is processed if it matches ALL of them.

For example, if a process has the filter records Company=Howard Inc, Company=Manning Ltd, Currency=USD recognition schedules where the company is Howard Inc OR Manning Ltd, AND the currency is USD will be processed. While this process is running, you cannot start another process that would include recognition schedules being handled by the first process. So you could not start another process for the same companies and no currency filter because recognition schedules being handled by the current process would be included again, but you could start a process for the same companies and a different currency.