Viewing Manage Revenue Contracts Process Runs
Revenue Management creates a process run record with the description Manage Revenue Contracts when you create or update revenue contracts:
- Using the
create
method of the Revenue Contracts Service in the Revenue Management API. For more information, see Creating Revenue Contracts Using the API. - For engagement records. For more information, see Generating Revenue Contracts for Engagements.
The process run record with the description Manage Revenue Contracts is a parent record that contains several child process runs. Each child process run represents a part of the overall process and contains logs that provide more information.
You can access the parent process run from the Process Runs tab or from the email notification that Revenue Management sends after the process finishes.
The table below provides more information about the child process runs that are created when using the create
method of the Revenue Contracts Service in the Revenue Management API. For information about the child processes that start when creating revenue contracts for engagement records, see Generating Revenue Contracts for Engagements.
Child Process Run |
Description |
Related Logs |
---|---|---|
Add [Source Object Plural Label] to Revenue Contract |
During this stage, performance obligations and performance obligation line items are created from the provided source records and linked to the contract. A child process run is created for each source object type added to the revenue contract. For example, if your source records include two projects and three billing contracts, the following child process runs are created:
|
Each related log represents a source record that was processed. The Related Record field provides a direct link to the source record. |
Allocate Revenue for Contract [Contract Number] |
During this stage, revenue is allocated or reallocated for the revenue contract. |
The single related log links to the revenue contract and contains the contract's allocation status. |
Generate schedules for ffrr__PerformanceObligation__c | During this stage, recognition schedules are created or updated for all the performance obligations included in the revenue contract. | Each related log represents a performance obligation that was processed. The Related Record field provides a direct link to the performance obligation. |