Deferred Revenue Reporting Billings Intermediate Processing

After importing the input fields from the different sources and joining them together, the Deferred Revenue Reporting recipe filters out non-relevant or repeated records, creates calculated fields, and removes temporary fields required for calculations. You can access the recipe from the Data Manager Lightning app in your org. This enables you to view all the recipe nodes and see a preview of the data at each stage of the recipe using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warning:

We recommend that you never modify the Deferred Revenue Reporting recipe. This might cause dashboards, lenses, and other FinancialForce recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.

Filters

These are the main filter nodes in the Deferred Revenue Reporting recipe that relate to the Deferred Revenue Reporting Billings dataset.

Filter Nodes Related to the Deferred Revenue Reporting Billings Dataset

Filter Node	Description
PSA_ProjectReporting_RecordId_FILTER	Matches only Project Reporting records where the Object Type field is "Est Vs Actuals" and records that have a revenue recognition template.
PSE_EXPENSE_FILTER	Matches only expenses that have a revenue recognition template.
PSE_MILESTONE_FILTER	Matches only milestones that have a revenue recognition template.
PSE_MISCELLANEOUS_ADJUSTMENT_FILTER	Matches only miscellaneous that have a revenue recognition template.
PSE_PROJECT_FILTER	Matches only projects that have a revenue recognition template.
PSE_TIMECARD_FILTER	Matches only timecard splits that have a revenue recognition template.

Calculated Fields

These are the fields calculated by the Deferred Revenue Reporting recipe.

Calculated Fields Created for the Deferred Revenue Reporting Billings Dataset

Field Label	Field API Name	Description
Description	Description	Set to the name of the billing event item, followed by - and the summary of the billing event item.
Status	BillingStatus	If the related billing event is invoiced, this is set to "Invoiced". If the related billing event is released but not invoiced, this is set to "Released". If the related billing event is not released, this is blank.
Billing Date	BillingDate	Populated depending on the Status field. When the Status is "Invoiced", this is set to the Bill Date of the business record that the billing event item was created for. Otherwise, this is the set to the Date field of the related billing event.