Revenue Management Discard Transactions

This Feature Console page allows you to enable the feature for discarding committed revenue recognition transactions.

Work through the steps in the order shown. You must complete some steps manually.

  • For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing the manual steps is provided below.
  • For each automatic step, click Perform. When the step has completed, the Status changes from "Not Done" to "Done".

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Manually Creating a List View for Discarded Revenue Recognition Transactions

To create a list view for revenue recognition transactions with the status "Discarded":

  1. Go to the Revenue Recognition Transactions tab.
  2. Click to open the list view controls then select New.
  3. Enter "Revenue Recognized - Discarded" as the view name, and select All users can see this list view.
  4. Click to open the list view controls then select Edit List Filters, then Add Filter and set the filter criteria to: Status equals Discarded.
  5. Click to open the list view controls and select Select Fields to Display, then move the following fields from Available Fields to Visible Fields to display them in the list view: Transaction Number, Recognized Date, Period, Description, Status, Total Balance Sheet, Total Income Statement, Currency, and Created Date.
  6. Save the view.

Upgrades Only: Permission Set Edit

This section is only applicable if you have upgraded to this version of Revenue Management, and enabled the RM Discard Transactions feature.

Revenue Management provides the Discard Revenue Recognition Transactions custom permission for discarding committed revenue recognition transactions. It is assigned by default to the following permission sets:

  • RevMan Admin
  • RevMan Admin SF License
  • RevMan Consultant SF License

If you have cloned these permission sets, assign the Discard Revenue Recognition Transactions custom permission to the cloned versions to allow users with those permission sets to discard committed transactions.