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For information about getting started with recognition schedules, see Getting Started with Recognition Schedules.
Make sure your recognition schedules are up to date before you run recognition. You can schedule the Generate Recognition Schedules process to run automatically (for example, overnight) to make sure any changes to source records are reflected in the recognition schedules. For information about scheduling the generate process, see Scheduling Revenue Management Processes to Run Automatically. For information about automating your recognition schedule processes end-to-end, see End-to-End Automation of Recognition Schedule Processes.
When you run the recognize process, a recognition schedule line is only recognized if it meets all the following criteria:
- Its status is "Recognizable".
- Its period end date falls within the periods selected for recognition.
- Its source record is active for recognition.
- Its parent is a recognition schedule where the Total Revenue, Total Cost, Start Date, End Date, and Recognition Method match the related source record. If the source record has changed, meaning that these values do not match, the recognition schedule line is not recognized. You must regenerate the recognition schedule before recognizing.
- Its parent is not an "On Hold" recognition schedule.
Using Deliverable Templates
If you have source records using "Deliverable" recognition templates, the recognition settings record linked to each template includes field mappings to identify whether or not a source record is completed (delivered). This ensures that a recognition schedule line is not recognized before its source record is marked as completed:
- When a source record is not marked as completed, its recognition schedule line is generated with the status "Pending", meaning that it is not available for recognition.
- When a source record is marked as completed, its recognition schedule line is generated with the status "Recognizable", meaning that it is available for recognition.
If you edit a source record so that it is no longer marked as completed but its recognition schedule line has the status "Recognizable", when you run the recognize process an error will be reported for that line in the process run record.