Upgrading to Revenue Management Summer 2022

This section describes changes to make for the following features when upgrading to Summer 2022:

• Upgrading to Revenue Management Summer 2022
• Revenue Schedules
• Integrating Revenue Management and FinancialForce Accounting
• Modifications to the RRT to Journal Integration for Cost
• Discarding Transactions Linked to Accounting Journals
• Invoking Recognize All via the API

See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your org.

See the Included in this Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Summer 2022, see New Features and Enhancements in Revenue Management Summer 2022.

Revenue Schedules

Upgrade Steps

To start using the enhancements to revenue schedules, take the following action:

Upgrade Steps for Summer 2022

Action	Further Information
Enable the Feature Console feature: Upgrade to Summer 2022	Upgrade to Summer 2022
To enable revenue recognition against revenue schedules, enable the Feature Console feature: Recognize Revenue Schedules feature	Enable Recognize Revenue Schedules

Included in this Feature

This section details the items that have been added in this release.

Renamed Fields

Fields Renamed in Summer 2022

Object	Original Field Name	Current Field Name
Revenue Schedule	Total Recognized Revenue	Internal Total Recognized Revenue
Revenue Schedule	Total Revenue	Internal Total Revenue
Revenue Schedule	Total Scheduled Revenue	Internal Total Scheduled Revenue

New Fields

Fields Added in Summer 2022

Object	Field	Description	Further Information
Revenue Schedule	Internal Total Unscheduled Revenue	The amount of revenue not currently scheduled to be recognized. This is a number. It is calculated using the formula: Internal Total Revenue - Internal Total Scheduled Revenue	Revenue Schedule Fields
Revenue Schedule	Total Recognized Revenue	Total amount of revenue recognized on the related revenue schedule lines. This is the Internal Total Recognized Revenue amount in document currency.	Revenue Schedule Fields
Revenue Schedule	Total Revenue	Total amount of revenue that can be recognized for the source record. This is the Internal Total Revenue amount in document currency.	Revenue Schedule Fields
Revenue Schedule	Total Scheduled Revenue	Total amount of revenue scheduled on the related revenue schedule lines. This is the Internal Total Scheduled Revenue amount in document currency.	Revenue Schedule Fields
Revenue Schedule	Total Unscheduled Revenue	The amount of revenue not currently scheduled to be recognized. This is the Internal Total Unscheduled Revenue amount in document currency.	Revenue Schedule Fields
Settings	Opening Balance Cutoff Date	API name of the date or date/time field on the source object that represents its opening balance cutoff date.	Opening Balances for Revenue Schedules
Settings	Owner	API Name of the text field, lookup or picklist that represents the source record owner.	Permissions and Sharing when Working with Revenue Schedules

Picklist Values

Picklist Values Added in Summer 2022

Object	Field	Value	Further Information
Revenue Schedule Line	Recognition Status	Recognizable	Revenue Schedule Fields
Revenue Schedule Line	Recognition Status	Opening Balance	Revenue Schedule Fields

Lightning Components

Lightning Components Added in Summer 2022

Object	Description	Further Information
RM Schedule Pending Summary Alert Card	A component for alert cards showing the amount of scheduled revenue that is "Pending" in a specific period, or in all periods up to a specific period.	Revenue Recognition - Alert Cards
RM Unscheduled Summary Alert Card	A component for alert cards showing the amount of unscheduled revenue for source records using % Complete recognition.	Revenue Recognition - Alert Cards

Custom Setting

Custom Setting Added in Summer 2022

Custom Setting	Custom Setting Field	Further Information
Revenue Management Settings	Global Opening Balance Cutoff Date	Managing Custom Settings

Custom Permission

Custom Permission Added in Summer 2022

Custom Setting	Further Information
Run Revenue Schedule Recognize Process	Custom Permissions in Revenue Management

Integrating Revenue Management and FinancialForce Accounting

Note:

This feature replaces the Revenue Management Expansion Pack for FinancialForce Accounting. If you have already installed the Expansion Pack, or have manually configured your org to run revenue recognition on Accounting sales invoices and sales credit notes, there is no need to enable this feature.

Upgrade Steps

To start using the Revenue Management to FinancialForce Accounting Integration, take the following action:

Upgrade Steps for Summer 2022

Action	Further Information
Enable the Feature Console feature: Enabling Revenue Recognition for FFA	Enabling Revenue Recognition for FinancialForce Accounting

Included in this Feature

This section details the items that have been added in this release.

New Fields

For a list of the fields added by this feature, see Metadata Changes when Enabling Revenue Recognition for Accounting.

Permission Set

Permission Set Added in Summer 2022

Permission Set	Further Information
Revenue Management on Accounting	Permission Sets and Other Technical Documentation

Modifications to the RRT to Journal Integration for Cost

No upgrade steps are required to start using this feature in Summer 2022. If you enabled the RRT to Journal Integration for Cost in a previous version, it will automatically start to work in the new way. The cost value will be mapped from the Amount Amortized field (ffrr__AmountAmortized__c) instead of from the Journal Amount Amortized field (ffrr__JournalAmortizedAmount__c).

If you had implemented a workaround to ensure Accounting journals for cost amounts were created with the correct sign, you must remove it to avoid duplication.

Included in this Feature

This section details the items that have been added, modified, and deprecated in this release.

New Fields

Fields Added in Summer 2022

Object	Field API Name	Field Label
Revenue Transaction Summary	ffrr__AmountAmortizedHome__c	Amount Amortized (Home)
Revenue Transaction Summary	ffrr__AmountAmortizedDual__c	Amount Amortized (Dual)

Publication Changes

Two publications have been modified to replace three fields. The tables below show which fields have been replaced in each publication, and the Accounting Journal fields they map to.

Publication: ffrr/Journal.Create#CreateJournalFromCostRRT

Original RRTL Field	Current RRTL Field	FFA Journal Line Field
ffrr__JournalAmortizedAmount__c	ffrr__AmountAmortized__c	c2g__Value__c
ffrr__JournalAmortizedHomeAmount__c	ffrr__AmountAmortizedHome__c	c2g__HomeValue__c
ffrr__JournalAmortizedDualAmount__c	ffrr__AmountAmortizedDual__c	c2g__DualValue__c

Publication: ffrr/Journal.Create#CreateJournalFromSummarizedCostRRT

Original RTS Field	Current RTS Field	FFA Journal Line Field
ffrr__JournalAmortizedAmount__c	ffrr__AmountAmortized__c	c2g__Value__c
ffrr__JournalAmortizedHomeAmount__c	ffrr__AmountAmortizedHome__c	c2g__HomeValue__c
ffrr__JournalAmortizedDualAmount__c	ffrr__AmountAmortizedDual__c	c2g__DualValue__c

Deprecated Fields

Fields Deprecated in Summer 2022

Object	Field API Name	Field Label
Revenue Transaction Summary	ffrr__JournalAmortizedAmount__c	DEPRECATED: Journal Amount (Amortized)
Revenue Transaction Summary	ffrr__JournalAmortizedHomeAmount__c	DEPRECATED: Journal Amt Home (Amortized)
Revenue Transaction Summary	ffrr__JournalAmortizedDualAmount__c	DEPRECATED: Journal Amt Dual (Amortized)
Revenue Recognition Transaction Line	ffrr__JournalAmortizedAmount__c	DEPRECATED: Journal Amount (Amortized)
Revenue Recognition Transaction Line	ffrr__JournalAmortizedHomeAmount__c	DEPRECATED: Journal Amt Home (Amortized)
Revenue Recognition Transaction Line	ffrr__JournalAmortizedDualAmount__c	DEPRECATED: Journal Amt Dual (Amortized)

Discarding Transactions Linked to Accounting Journals

No upgrade steps are required to upgrade this feature to Summer 2022.

Invoking Recognize All via the API

No upgrade steps are required to upgrade this feature to Summer 2022.

For information about where to find the Revenue Management API documentation, see Permission Sets and Other Technical Documentation.