SECTIONS
If recognition schedules are not generated for some source records, it is probably because the source records do not meet the criteria to be included in the generate (or synchronize) process. Work through the following checklist to make sure the source records meet the criteria to be included in the process:
- The source record must be active as defined in its recognition settings.
- The source record's Recognition Complete field must not be ticked.
- The source record's start date must be before the generate date.
- The source record's recognition template must have a revenue basis of Total Revenue, or a cost basis of Total Cost.
- If the source record's recognition template type is equal split, the start date must be before the end date.
- If the source record's recognition template type is Deliverable, its associated recognition settings must define when the source record is considered to be completed (delivered). Until the source record is marked as completed, its recognition schedule line will be generated with the status "Pending" which means that it is not available for recognition.
- If the source record's recognition template type is % complete, its % complete must have changed since the previous time recognition schedules were generated.
If a source record meets the criteria above but is still not included for schedule generation, check its recognition template and recognition settings:
- Go to the Revenue Management Settings custom setting (Setup | Custom Code | Custom Settings) and check which field is specified for the Actuals Recognition Template.
- Go to the source record you are expecting to be included and check that the Actuals Recognition Template field (as defined in the custom setting above) is populated with a valid recognition template.
- Go to the recognition settings that is linked to this recognition template and check that it is for the same object type as the source record.
- Check whether the recognition settings has the Use in Revenue Contracts box ticked. If it does, recognition schedules will be generated against a revenue contract's performance obligations, not against the source records directly.
- On the recognition settings record page, click Edit and Save without making any changes. This validates that all the fields in the recognition settings are correct.
Further checks can be performed under the guidance of Certinia Customer Support.