Upgrade RM-BC Integration to Spring 2021

This Feature Console page updates the integration between Revenue Management and Billing Central to support revenue schedules.

If you have enabled the Enabling Revenue Recognition for BC feature in a version of Revenue Management prior to Spring 2021 and you intend using revenue schedules, you must enable this upgrade feature.

Warning:

If you have not previously enabled the Enabling Revenue Recognition for BC feature, do not enable this upgrade feature. Instead you must enable that feature as explained in Enabling Revenue Recognition for Billing Contracts.

Before enabling this feature make sure your user profile has Read, Create, Edit, Delete permissions for the Revenue Schedule and Revenue Schedule Line objects.

To enable this feature:

1. For step 1, check that the separate Upgrade to Spring 2021 feature is enabled. Click Mark as Done to confirm.
2. Click Perform for steps 2-4 in turn. When a step has completed, its Status changes from "Not Done" to "Done".
3. Manually perform step 5 to update the "Revenue Management on Billing Central" permission set. Click Mark as Done when you have completed the updates. The updates you must make are:
• Add Read and Edit access for the BCContractLineItem field on the Revenue Schedule object
• Add Read and Edit access for the BCContract field on the Revenue Schedule Line object
• Add Read and Edit access for the BCContractLineItem field on the Revenue Schedule Line object
• Add Read access for the ProductService field on the Revenue Schedule Line object
4. Manually perform step 6 to update the BC Contract Lines settings record. Click Mark as Done when you have completed the following edits:
• In the Revenue Schedule Line Lookups field, enter the API names of the Billing Contract and Billing Contract Line Item lookup fields on the Revenue Schedule Line object: ffrrBCContract__c,ffrrBCContractLineItem__c
• In the Parent Relationship Paths field, enter the API names of lookup fields that will populate the Revenue Schedule Line Lookups: ffbc__Contract__c,Id

Next Steps

• Edit the page layout for the Billing Contract object to include a related list for Revenue Schedule Lines.
• Add an action to the Billing Contract object if you want the ability to generate revenue schedules for a single billing contract from its Lightning record page. See Adding an Action to Generate Revenue Schedules from the Billing Contract Lightning Record Page.

For more information about revenue schedules, see About Revenue Schedules.