Create Setup for Using Revenue Contracts

This feature creates standard settings and templates for the Revenue Contract and Performance Obligation objects, reducing the amount of manual setup required if you intend recognizing revenue using multiple-element arrangements. You must still perform some setup manually, as explained in Additional Setup for using Multiple-Element Arrangements.

This feature has one automatic step to create the settings and templates:

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.

The settings and templates created by this feature are detailed below.

Settings

The following settings records are created for the Revenue Contract and Performance Obligation objects.

	Revenue Contract	Performance Obligation
Settings Name	Revenue Contract	Performance Obligation
Settings Level	Primary	Level 2
Parent Settings		Revenue Contract
Object	ffrr__RevenueContract__c	ffrr__PerformanceObligation__c
Parent Lookup		ffrr__RevenueContract__c
Value Type	Revenue,Cost	Revenue,Cost
Settings Type	Actual	Actual
Use in Revenue Contract	FALSE	FALSE
Revenue Recognition Txn Line Lookup	ffrr__RevenueContract__c	ffrr__PerformanceObligation__c
Revenue Schedule Lookup		ffrr__PerformanceObligation__c
Revenue Schedule Line Lookups		ffrr__PerformanceObligation__c,ffrr__RevenueContract__c,ffrr__Engagement__c
Parent Relationship Paths		Id,ffrr__RevenueContract__c,ffrr__RevenueContract__r.ffrr__Engagement__c
Display Information	ffrr__AccountName__c	Name
Description	ffrr__Description__c	ffrr__Description__c
Start Date	ffrr__StartDate__c	ffrr__StartDate__c
End Date/Deliverable Date	ffrr__EndDate__c	ffrr__EndDate__c
Active Field	ffrr__Active__c	ffrr__ReadyForRevenueRecognition__c
Active Value	TRUE	TRUE
Include Active Value	Include	Include
% Complete		ffrr__PercentComplete__c
Completed Field		ffrr__Completed__c
Completed Value		TRUE
Include Completed Value		Include
Fully Recognized and Amortized		ffrr__RevenueRecognitionComplete__c
Grouped By	ffrrLegalEntity__c
Total Revenue	ffrr__TotalAllocatedRevenue__c	ffrr__AllocatedRevenue__c
Recognized to Date Value		ffrr__RecognizedToDate__c
Balance Sheet GLA*	9000	9000
Income Statement GLA*	9999	9999
Fixed BS GLA Code	TRUE	TRUE
Fixed IS GLA Code	TRUE	TRUE
Total Cost	ffrr__TotalCost__c	Cost__c
Amortized To Date Value		ffrr__AmortizedToDate__c
Balance Sheet GLA (Cost)*	9000	9000
Income Statement GLA (Cost)*	9999	9999
Fixed BS GLA Code (Cost)	TRUE	TRUE
Fixed IS GLA Code (Cost)	TRUE	TRUE