Deferred Revenue Reporting Transactions Input Fields

Input fields are the foundation of the Deferred Revenue Reporting Transactions dataset. These fields are extracted from your org and from existing Analytics datasets by the recipe when you create the Engagement Analytics app. The data is then processed to populate your app's dataset.

Base Objects

The Engagement Analytics recipe combines the data from several Revenue Management objects with data from your existing Project Reporting and Revenue Forecast datasets from PS Cloud Core Analytics to extract field information.

The following Revenue Management objects are imported:

  • Recognition Period
  • Revenue Recognition Transaction
  • Revenue Recognition Transaction Line

The recipe also imports the Salesforce Currency Type and Product objects.

Revenue Recognition Transaction and Revenue Recognition Transaction Line Objects

These are the main fields retrieved from the Revenue Recognition Transaction and Revenue Recognition Transaction Line objects in Revenue Management. For more information about these fields, see Recognition Transaction Fields.

Fields Retrieved from the Revenue Recognition Transaction Object

Field Label

Field API Name

Description

Period ffrr__Period__c

We use this field to link the transaction to the recognition period that it belongs to.

We also use this field to populate the Transaction Period field in the resulting dataset.

Record ID Id

We use this field to join the transaction with its child transaction lines.

We also use this field to populate the Transaction ID field in the resulting dataset.

Status ffrr__Status__c We use this field to populate the Status field in the resulting dataset.
Transaction Number Name We use this field to populate the Transaction Number field in the resulting dataset.
Fields Retrieved from the Revenue Recognition Transaction Line Object

Field Label

Field API Name

Description

Amount Recognized ffrr__AmountRecognized__c We use this field to populate the Amount Recognized (Document) and Amount Recognized (Dual) fields in the resulting dataset.
Amount Recognized (Dual) ffrr__AmountRecognizedDual__c We use this field to populate the Amount Recognized (Dual) field in the resulting dataset.
GLA Type ffrr__AccountType__c We use this field to filter out transaction lines that don't have the GLA Type set to "Income Statement".
Product ffrr__Product__c We use this field to link the transaction line to the related Salesforce product.
Recognized Date ffrr__RecognizedDate__c We use this field to populate the Transaction Date field in the resulting dataset.
Recognized Record ID ffrr__RecognizedRecordID__c

We use this field to link the transaction line to the related PSA record that it was created for.

We also use this field to populate the Recognized Record ID field in the resulting dataset.

Record ID Id We use this field to populate the Transaction Line ID field in the resulting dataset.
Revenue Recognition Transaction ffrr__RevenueRecognitionMaster__c We use this field to link the transaction line to its parent transaction.
Template ffrr__Template__c We use this field to populate the Revenue Recognition Template field in the resulting dataset.
Transaction Line Number Name We use this field to populate the Transaction Line Number field in the resulting dataset.

Recognition Period Object

These are the fields retrieved from the Recognition Period object in Revenue Management. For more information about these fields, see Recognition Year and Period Fields.

Fields Retrieved from the Recognition Period Object

Field Label

Field API Name

Description

End Date ffrr__EndDate__c We use this field to populate the Period End Date in the resulting dataset.
Recognition Period Name Name

We use this field to link the recognition period to revenue recognition transactions that belong to it.

We also use this field to populate the Period Name field in the resulting dataset.

Start Date ffrr__StartDate__c We use this field to populate the Period Start Date in the resulting dataset.

Product Object

These are the fields retrieved from the Product object. This is a standard Salesforce object. For more information about these fields, see the Salesforce Help.

Fields Retrieved from the Product Object

Field Label

Field API Name

Description

Product Name Name We use this field to populate the Product Name field in the resulting dataset.
Record ID ID We use this field to link the product to the related revenue recognition transaction line.

Project Reporting Dataset

These are the fields retrieved from the Project Reporting dataset. For more information about these fields, see Revenue Forecast Dataset PS Cloud Analytics Output Fields.

Fields Retrieved from the Project Reporting Dataset
Label Name Description
Account ID AccountId These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset.
Account Name AccountName
End Date EndDate
Project Exchange Rate ValueProjectExchangeRate
Start Date StartDate
Actuals Template ID ActualsTemplateID We use this field to populate the Template ID field in the resulting dataset.
Currency ISO Code CurrencyIsoCode We use this field to populate the Source Currency field in the resulting dataset.
Name Name We use this field to populate the Object Name field in the resulting dataset.
Object Type ProjectReportingType

We use this field to populate the Object Type field in the resulting dataset.

We also use this field to filter out records that are not required.

Project Billed Amount ValueProjectBilled We use this field to populate the Source Billed Amount field in the resulting dataset.
Project Billings ValueProjectBillings We use this field to populate the Source Billings field in the resulting dataset.
Project Company ID ProjectCompanyId We use this field to populate the Company ID field in the resulting dataset.
Project Company Name ProjectCompanyName We use this field to populate the Company Name field in the resulting dataset.
Project ID ProjectId We use this field to populate the Source ID field in the resulting dataset.
Project Name ProjectName We use this field to populate the Source Name field in the resulting dataset.
Record ID RecordId

We use this field to populate the Object ID field in the resulting dataset.

We also use this field to join the Project Reporting data with the records directly retrieved from PSA objects as well as with data from the Revenue Forecast dataset.

Revenue Forecast Dataset

These are the fields retrieved from the Revenue Forecast dataset. For more information about these fields, see Revenue Forecast Dataset PS Cloud Analytics Output Fields.

Fields Retrieved from the Project Reporting Dataset
Label Name Description
Forecast Created Date ForecastCreatedDate We use this field to populate the Revenue Forecast Created Date field in the resulting dataset.
Forecast Name ForecastName We use this field to populate the Revenue Forecast Version Name field in the resulting dataset.
Milestone ID MilestoneId We use this field to join data from the Revenue Forecast dataset with the data from the Project Reporting dataset.
Scheduled Revenue Value ValueScheduledRevenue We use this field to populate the Revenue Forecast Scheduled Revenue field in the resulting dataset.
Time Period Name TimePeriodName We use this field to populate the Revenue Forecast Time Period Name field in the resulting dataset.