SECTIONSUpgrading to Revenue Management Summer 2024
This page describes the changes to make when upgrading to Summer 2024.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Summer 2024, see New Features and Enhancements in Revenue Management Summer 2024.
Flexible Period End for % Complete Recognition Schedules
Upgrade Steps
To upgrade this feature to Summer 2024, take the following action:
|
Action |
Further Information |
|---|---|
|
If you use % Complete recognition templates and you want to apply an offset to period end, enter the required number of days between 0 - 28 in a template's Offset for Period Cutoff field. |
Allowing Flexibility of Period End for % Complete Recognition Schedules |
Included in this Feature
This section details the items that have been added in this release.
New Fields
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Field |
Object |
Further Information |
|---|---|---|
| Offset for Period Cutoff | Template | Recognition Template Fields |
Deferred Revenue True-Up Groups Recognition Transactions by Company
Upgrade Steps
To upgrade the True-Up process for use in Summer 2024, take the following action:
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Action |
Further Information |
|---|---|
|
Make sure the Company field mapping on the recognition settings for your source objects is populated with the same field that was previously specified in the Grouped By field mapping. This is because the True-Up process now uses the Company field mapping instead of the Grouped By field mapping for grouping the recognition transactions it creates. |
Deferred Revenue True-Up |
Performance Improvements When Generating Revenue Contracts for Multiple Engagements
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2024.
Included in this Feature
This section details the items that have been added in this release.
Custom Settings Fields
|
Custom Setting |
Custom Setting Field |
Further Information |
|---|---|---|
| Revenue Management Batch Settings | Allocate Revenue Contract Batch Size | Managing Custom Settings |
| Create Revenue Contract Batch Size | ||
| Populate Revenue Contract Batch Size |
Notice of Deprecated Features and Functionality
We are deprecating the following features and functionality.
Opportunity Product Mirror
The Opportunity Product Mirror object will be removed from Winter 25. This is because since Spring 2021 it has been possible to use Salesforce's Opportunity Product directly as a source object. If your org has customizations using the Opportunity Product Mirror object you must modify them to remove this dependency. Contact Certinia if you require assistance with this.
Forecast Revenue
The Forecast Revenue feature will be removed from Spring 2025. We recommend you migrate to recognition schedules and use the Revenue Scheduled By Period report (RM Report Templates folder) or build your own reports on recognition schedule data to gain insight into a company's future revenue position. Alternatively if Revenue Management is integrated with PSA, you can use PSA's Revenue Forecasting feature.