Running Recognize All

If you are recognizing revenue or cost against source records (sometimes known as Actuals Refers to the original revenue recognition process where staging data is generated for source records. The Recognize Revenue page and Recognize All use this process.), the Recognize All process lets you run recognition for all currencies and all recognition streams Source object groups. Each source object group has a primary source object and up to three additional levels of related source objects. Typical recognition streams might be Projects, Billing Contracts, and Sales Invoices. at once. Depending on the volume of data in your org, the process might take a significant amount of time. Once you start the Recognize All process, it cannot be stopped. Read About Recognize All before you start the Recognize All process.

To run Recognize All:

1. Do one of the following:
   • Navigate to Recognize Revenue tab and click Recognize All.
   • In the Revenue Management workspace, navigate to the Actions and click Recognize All.
2. Enter the recognition date. It defaults to today.
3. Choose whether you want the process to create recognition transactions with the status "In Progress" or "Committed".
4. Click Run. You cannot interact with the Recognize Revenue page while the process is running.

If you run Recognize All from the workspace, a message telling you that the process has started is displayed then the dialog box closes automatically.

You can monitor the progress of the Recognize All process from Setup | Monitoring | Apex Jobs.

Warning:

While the process is running, if another user tries to perform recognition a message is displayed warning them that the Recognize All process is already running. They can ignore the message and continue. If you are both processing the same combination of source records and currency, issues such as over-recognition might arise. To avoid the likelihood of this happening, make sure users' areas of responsibility for recognition do not overlap.

Revenue Management sends you an email when the process completes. The process creates a number of recognition transactions. You can review the transactions via the Recognition Transactions tab.

If you chose to create "In Progress" transactions, after reviewing them you must commit them manually. You can use the Commit button in the list view to commit multiple transactions at once, or the Commit button on the detail page to commit transactions individually.

Transaction Descriptions

The recognition transactions generated by the Recognize All process are given a default description in the format:
Rev Rec - <currency> - <recognition stream> - <recognition date>

If you do not want to accept this default description, you can edit the Description field on generated transactions. Alternatively you can use Salesforce Process Builder A Salesforce graphical UI workflow tool allowing the creation of business processes to automate tasks without having to write code. to populate the Description field with custom content when the transactions are generated. For more information about using Process Builder, see the Salesforce Help.