SECTIONSDeferred 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.
|
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. |
|
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.
|
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.
|
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.
| 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.
| 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. |