This Feature Console page allows you to complete the setup required to run revenue recognition for all currencies and all revenue streams
Source object groups. Each source object group has a primary source object and up to three additional levels of related source objects. Typical revenue streams might be Projects, Billing Contracts, and Sales Invoices.. For more information about this feature, see About Recognize All.
This feature has one automatic step to add the Grouped By field to page layouts for the Settings object:
- Click Perform to run the step. When the step has completed, the Status changes from "Not Done" to "Done".
- Use the Status slider in the Feature section to enable the feature.
Upgrades Only: Page Layout Change
This section is only applicable if you have upgraded to this version of Revenue Management, and you want to use the Recognize All feature.
The following field has been added to the Settings object. If you use custom page layouts for this object, manually add this field to your custom page layouts.
| Object | Field Label | Description |
|---|---|---|
| Settings | Grouped By | The API name of the field on the source object that source records are grouped by, in addition to currency and revenue stream, when using Recognize All. The Recognize All process creates separate revenue recognition transactions for each combination of currency, revenue stream, and this Grouped By field. |