Revenue Management Lightning Components

FinancialForce provides the RM Actions custom component for use on Lightning pages. The component gives you access to the following features:

• Deferred Revenue True-Up All
• Generate Revenue Contracts for All Engagements
• Generate Revenue Schedules
• Recognize All

This component is included on the Revenue Management Workspace by default. If you are not using the workspace, you can add the component to another Lightning page such as the Revenue Management Home Page.

Adding the RM Actions Component to a Lightning Page

To add the RM Actions Lightning component to a Lightning page:

1. From Setup, navigate to the Lightning App Builder.
2. Edit the Lightning page that you want to add the component to.
3. In the list of components, find RM Actions.
4. Drag it onto the page.
5. If the RM Beta Actions component is on the page, delete it.
6. Click Save and activate the Lightning page.

For more information about editing Lightning pages, see the Salesforce Help.