SECTIONS
To run the transfer process you must have permission to see the Transfer Previously Recognized window, and you must have read/write access to all the source records and performance obligations involved in the transfer. It is important your org is set up correctly before you start the transfer process. Read Transferring Committed Revenue to Performance Obligations before you begin.
| Field | Description |
|---|---|
| Description | A description that is used on the resulting recognition transactions. |
| Recognition Date | The date that is used as the recognition date on the resulting recognition transactions. |
| Recognition Period | The period that is used as the recognition period on the resulting recognition transactions. Defaults to the period of the recognition date. |
| Cutoff Date | The cutoff date that is used by the transfer process. Only values from committed transactions with recognized dates on or before this date are transferred to the corresponding performance obligations. Values from committed transactions with recognized dates after this date are not transferred. |
| Legislation Type | The legislation type that your revenue recognition process conformed to prior to switching to using multiple-element arrangements. For reporting purposes, this is recorded on the resulting recognition transactions. |
| Revenue Contract Filter | A field to filter on if you want to run the transfer process for specific revenue contracts only. The revenue contract fields available are text and boolean fields, and lookup fields that you have write access to. Leave this blank to run the transfer process for all revenue contracts. |
| Filter On |
The field and value you want to filter on to process specific revenue contracts only. If filtering on a lookup field, select the value you want to filter on. If filtering on a text field, enter the exact value you want to filter on. Wildcards are not supported. If you leave the value blank, it is treated as searching for revenue contracts where the chosen field is blank. If filtering on a boolean field, select the checkbox to filter for revenue contracts where the boolean is True, or deselect the checkbox to filter for revenue contracts where the boolean is False. |
Buttons
| Button | Description |
|---|---|
| Transfer | Starts the transfer process. You are notified by email when the transfer process completes. |
| Cancel | Returns to the previous page without running the transfer process. |