Batch tracking control records are created automatically when the following processes are run:
- 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.) - Generating forecasts
- Updating Actual vs. Forecast records
Records are created for each Action, Transaction Type, Owner and Group combination. If a record already exists it is updated, if not then one is created. (From Revenue Management V3.3 onwards, multiple batch tracking control records can exist when recognizing through the API using the new staging tables.)
When you run the recognition process, the batch tracking control record is created and detail lines are created for each object in the group.
If the batch displays an error message, a link will take you to the Recognition Error Log Group.
On rare occasions you may need to delete a batch tracking control record. You can only do this if the record's status is either:
- Failed, or
- Queued but the associated Apex job has failed.