Deleting Obsolete Revenue Schedules

The Delete Schedules Where Source Unavailable process deletes revenue schedules where the source record is no longer available. A source record can be unavailable for any of the following reasons:

  • The source record has been deleted.
  • The source record is no longer marked as active for revenue recognition.
  • The source record has had its recognition template removed.

Administrators with the Run Revenue Schedule Bulk Generate Process on All Source Records custom permission can run this process so that obsolete revenue schedules do not accumulate.

To run the process manually:

  1. Open the Revenue Management Task Launcher.
  2. Click Delete Schedules Where Source Unavailable in the list of actions. A warning message explains what the process will do.
  3. Click Delete to start the process.

The process runs in the background. You can access log information via the process run record. Revenue Management sends you an email when the process completes.

Note:

The process will not start if it is already running, or if another asynchronous process to generate or recognize revenue schedules is running.

What Happens When You Run The Process

When the process encounters a revenue schedule where the source record is no longer available:

  • If none of its revenue schedule lines are recognized, the revenue schedule and all its lines are deleted.
  • If some of its revenue schedule lines are recognized, only the lines that have not been recognized are deleted and the revenue schedule's status is set to "Source Unavailable". Revenue schedule lines with the status "Complete" or "Opening Balance" remain unchanged.

You can include the RM Source Unavailable Summary Alert Card on the Revenue Recognition page to display the total recognized revenue on revenue schedules with the status "Source Unavailable", and the number of revenue schedules with this status. You will need to review these revenue schedules and take corrective action if necessary.