SECTIONS
We recommend you use the Create Setup for Using Revenue Contracts feature in Feature Console to automatically create standard settings and templates for revenue contracts and performance obligations.
If you create a settings record manually for the Performance Obligation object, this table provides suggested default values.
| Field | Value |
Notes |
|---|---|---|
| Settings Name | Performance Obligation - Manual | |
| Settings Level | Level 2 | |
| Object | ffrr__PerformanceObligation__c | |
| Parent Settings | Revenue Contract - Manual | |
| Parent Lookup | ffrr__RevenueContract__c | |
| Value Type | Revenue,Cost | |
| Settings Type | Actual | |
| Use in Revenue Contract | FALSE | This checkbox must be OFF. |
| Revenue Recognition Txn Line Lookup | ffrr__PerformanceObligation__c | |
| Revenue Schedule Lookup | ffrr__PerformanceObligation__c | Revenue Management creates this lookup field on the Revenue Schedule object. |
| Revenue Schedule Line Lookups | ffrr__PerformanceObligation__c,ffrr__RevenueContract__c,ffrr__Engagement__c | Revenue Management creates these lookup fields on the Revenue Schedule Line object. |
| Parent Relationship Paths | Id,ffrr__RevenueContract__c,ffrr__RevenueContract__r.ffrr__Engagement__c | These are the source fields that will populate the fields identified in the Revenue Schedule Line Lookups field. |
| Display Information | Name | |
| Description | ffrr__Description__c | |
| Start Date | ffrr__StartDate__c | |
| End Date/Deliverable Date | ffrr__EndDate__c | |
| Total Revenue | ffrr__AllocatedRevenue__c | |
| Total Cost | Cost__c | |
| Active Field | ffrr__ReadyForRevenueRecognition__c | |
| Active Value | TRUE | |
| Include Active Value | Include | |
| Document Currency | CurrencyIsoCode | |
| % Complete | ffrr__PercentComplete__c | |
| Completed Field | ffrr__Completed__c | |
| Completed Value | TRUE | |
| Include Completed Value | Include | |
| Fully Recognized and Amortized | ffrr__RevenueRecognitionComplete__c | |
| Recognized To Date Value | ffrr__RecognizedToDate__c | |
| Amortized To Date Value | ffrr__AmortizedToDate__c | |
| Income Statement GLA | ffrr__IncomeStatementAccount__c | |
| Balance Sheet GLA | ffrr__BalanceSheetAccount__c | |
| Cost Center | ffrr__CostCenter__c | |
| Income Statement GLA (Cost) | ffrr__CostIncomeStatementAccount__c | |
| Balance Sheet GLA (Cost) | ffrr__CostBalanceSheetAccount__c | |
| Cost Center (Cost) | ffrr__CostCostCenter__c |