Recognition Schedule Fields

Here is a description of the fields that make up a recognition schedule and its recognition schedule lines.

Recognition Schedule

Field Description
Account Lookup to the Salesforce account that the revenue relates to. This is derived from the source record.
Analysis Item 1-4 Reporting values 1-4, derived from the source record.
Company The company associated with this recognition schedule, derived from the source record.
Currency The currency used for this recognition schedule, derived from the source record.
Display Information The Display Information value, derived from the source record.
End Date The end date of the recognition schedule, derived from the source record.
Internal Total Cost Total cost amount that can be recognized for the source record. This is a number.
Internal Total Recognized Cost Total cost amount recognized on the related recognition schedule lines. This is a number.
Internal Total Recognized Revenue Total revenue amount recognized on the related recognition schedule lines. This is a number.
Internal Total Revenue Total revenue amount that can be recognized for the source record. This is a number.
Internal Total Scheduled Cost Total cost amount scheduled on the related recognition schedule lines. This is a number.
Internal Total Scheduled Revenue Total revenue amount scheduled on the related recognition schedule lines. This is a number.
Internal Total Unscheduled Cost The cost amount not currently scheduled to be recognized. This is a number. It is calculated using the formula: Internal Total Cost - Internal Total Scheduled Cost
Internal Total Unscheduled Revenue The revenue amount not currently scheduled to be recognized. This is a number. It is calculated using the formula: Internal Total Revenue - Internal Total Scheduled Revenue
Performance Obligation If your source objects are Revenue Contract and Performance Obligation, this is a lookup to the performance obligation associated with this recognition schedule.
Product Lookup to the Salesforce product that the recognition schedule relates to. This is derived from the source record.
Recognition Method

The method used to calculate the amounts to recognize each period. This is determined by the Template Type and Calculation Type specified on the source record's recognition template.

Template Type

Calculation Type

Recognition Method
Equal Split Months Equal Split Full Periods
Equal Split Months / Actual Days in Part Periods Equal Split Actual Days in Part Periods
Equal Split Months / Part Periods Equal Split Part Periods
Equal Split Days Equal Split Days in Period
Equal Split 445 Equal Split Days in Period
Deliverable - Deliverable
% Complete - % Complete
Recognition Schedule Name The name of this recognition schedule. This is the source record's name prefixed by RS-.
Recognition Stream The source object on the recognition settings record at the primary level in the object hierarchy.
Schedule Number Automatically generated number, such as RS-0012.
Source ID ID of the related source record.
Source Type The source record's object type. This is the object's API name.
Start Date The start date of the recognition schedule, derived from the source record.
Status

Indicates the status of the recognition schedule. This status is set by Revenue Management. The possible values are:

  • None
  • On Hold - The recognition schedule is temporarily excluded from recognition processes.
  • Source Unavailable - The source record that the recognition schedule was generated for is no longer available. This status is set by the Delete Schedules Where Source Unavailable process if the source record is unavailable but the recognition schedule cannot be deleted because it is partially recognized. For more information, see Deleting Obsolete Recognition Schedules.
Total Cost Total cost amount that can be recognized for the source record. This is the Internal Total Cost amount in document currency.
Total Recognized Cost Total cost amount recognized on the related recognition schedule lines. This is the Internal Total Recognized Cost amount in document currency.
Total Recognized Revenue Total revenue amount recognized on the related recognition schedule lines. This is the Internal Total Recognized Revenue amount in document currency.
Total Revenue Total revenue amount that can be recognized for the source record. This is the Internal Total Revenue amount in document currency.
Total Scheduled Cost Total cost amount scheduled on the related recognition schedule lines. This is the Internal Total Scheduled Cost amount in document currency.
Total Scheduled Revenue Total revenue amount scheduled on the related recognition schedule lines. This is the Internal Total Scheduled Revenue amount in document currency.
Total Unscheduled Cost The cost amount not currently scheduled to be recognized. This is the Internal Total Unscheduled Cost amount in document currency.
Total Unscheduled Revenue The revenue amount not currently scheduled to be recognized. This is the Internal Total Unscheduled Revenue amount in document currency.

Integrating Revenue Management and Billing Central

This lookup is added if the Enable Revenue Recognition for Billing Contracts feature is enabled in Feature Console.

Field Description
Billing Contract Line Item Lookup to the billing contract line item associated with this recognition schedule.

Integrating Revenue Management and Certinia Accounting

These lookups are added if the Revenue Recognition Setup for Accounting feature is enabled in Feature Console.

Field Description
Sales Credit Note Line Item Lookup to the sales credit note line item associated with this recognition schedule.
Sales Invoice Line Item Lookup to the sales invoice line item associated with this recognition schedule.

Recognition Schedule Line

Field Description
Cost The cost amount to be recognized for the source record in the specified financial period. This is the Internal Cost amount in document currency.
Display Information The Display Information value, derived from the source record.
Internal Cost The cost amount to be recognized for the source record in the specified financial period. This is a number.
Internal Recognized Cost The cost amount that has been recognized in this financial period. This is a number.
Internal Recognized Revenue The revenue amount that has been recognized in this financial period. This is a number.
Internal Revenue The revenue amount to be recognized for the source record in the specified financial period. This is a number.
Period End The end date of the financial period that this line relates to.
Period Start The start date of the financial period that this line relates to.
Recognized Cost The cost amount that has been recognized in this financial period. This is the Internal Recognized Cost amount in document currency.
Recognition Schedule The recognition schedule that this line belongs to.
Recognition Schedule Line Name The name of this recognition schedule line. This is set to the Year/Period that values on this line are scheduled to be recognized in.
Recognized Revenue The revenue amount that has been recognized in this financial period. This is the Internal Recognized Revenue amount in document currency.
Revenue The revenue amount to be recognized for the source record in the specified financial period. This is the Internal Revenue amount in document currency.
Schedule Line Number Automatically generated number, such as RTL-000000796.
Status

Indicates the status of this line. The possible values are:

  • Opening Balance - The line represents an opening balance value. Recognition schedule lines with this status are not included in recognition because they represent amounts that have already been recognized.
  • Pending - The line is not yet available for recognition. Typically this occurs when the source record uses a Deliverable template and the item is still awaiting delivery (i.e. the source record is not yet marked as completed).
  • Recognizable - The line is available for recognition. A source record using a Deliverable template must be marked as completed before its recognition schedule line is generated with this status.
  • Complete - The line is fully recognized. If the recognition transaction that includes this line is discarded, the line's status is set back to Recognizable.
  • Invalid - The line is no longer valid and will not be recognized. Typically this occurs when recognition schedules are regenerated following a change to the source record and the line no longer falls within the source record's date range. When a line's status changes to Invalid, its Revenue and Cost amounts are set to 0 and the remaining Recognizable lines on this recognition schedule are recalculated.

Revenue Contract Source Record Data

If your source objects are Revenue Contract and Performance Obligation, these fields store data from your source records on the recognition schedule line.

Field Description
Engagement

Lookup to the engagement associated with this recognition schedule line.

Automatically populated when you generate recognition schedules for a revenue contract that relates to an engagement.
Performance Obligation Lookup to the performance obligation associated with this recognition schedule line.
Revenue Contract Lookup to the revenue contract associated with this recognition schedule line.

Integrating Revenue Management and Billing Central

These lookups are added if the Enable Revenue Recognition for Billing Contracts feature is enabled in Feature Console.

Field Description
Billing Contract Lookup to the billing contract associated with this recognition schedule line.
Billing Contract Line Item Lookup to the billing contract line item associated with this recognition schedule line.
Product or Service The Product or Service name from the billing contract line item associated with this recognition schedule line.

Integrating Revenue Management and Certinia Accounting

These lookups are added if the Revenue Recognition Setup for Accounting feature is enabled in Feature Console.

Field Description
Sales Credit Note Lookup to the sales credit note associated with this recognition schedule line.
Sales Credit Note Line Item Lookup to the sales credit note line item associated with this recognition schedule line.
Sales Invoice Lookup to the sales invoice associated with this recognition schedule line.
Sales Invoice Line Item Lookup to the sales invoice line item associated with this recognition schedule line.