Deferred Revenue Reporting Billings Intermediate Processing

After importing the input fields from the different sources and joining them together, the Engagement Analytics recipe filters out non-relevant or repeated records, creates calculated fields, and removes temporary fields required for calculations. You can access the recipe from the Data Manager Lightning app in your org. This enables you to view all the recipe nodes and see a preview of the data at each stage of the recipe using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warning:

We recommend that you never modify the Engagement Analytics recipe. This might cause dashboards, lenses, and other recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.

Filters

These are the main filter nodes in the Engagement Analytics recipe that relate to the Deferred Revenue Reporting Billings dataset.

Filter Nodes Related to the Deferred Revenue Reporting Billings Dataset

Filter Node

Description
PSA_ChildrenWithTemplate_FILTER

Matches projects that do not have a revenue recognition template with their expenses, milestones, miscellaneous adjustments, projects, and timecards that do have a template.
PSA_ProjectsWithoutTemplate_FILTER
PSA_ChildrenWithoutTemplate_FILTER Matches projects with a revenue recognition template with their expenses, milestones, miscellaneous adjustments, projects, and timecards that do not have any template.
PSA_ProjectsWithTemplate_FILTER

Calculated Fields

These are the fields calculated by the Engagement Analytics recipe.

Calculated Fields Created for the Deferred Revenue Reporting Billings Dataset
Field Label Field API Name Description
Amount Billed (Document Currency) ValueAmountBilledDocument Set to the Amount field of the related billing event item, converted back into its original currency. This is required to undo the currency conversation that Analytics automatically applies to currency fields.
Amount Billed (Dual Currency) ValueAmountBilled

Calculated as follows:

  • If the Project Exchange Rate is set to 1, this is set to the value of the Amount Billed (Document Currency).
  • Otherwise, this is calculated as Amount Billed (Document Currency) divided by Project Exchange Rate.
Description Description Set to the name of the billing event item, followed by - and the summary of the billing event item.
Status BillingStatus

If the related billing event is invoiced, this is set to "Invoiced".

If the related billing event is released but not invoiced, this is set to "Released".

If the related billing event is not released, this is blank.
Billing Date BillingDate

Populated depending on the Status field.

When the Status is "Invoiced", this is set to the Bill Date of the business record that the billing event item was created for.

Otherwise, this is the set to the Date field of the related billing event.