Generating Revenue Schedules When Revenue Is Fully Recognized

Sometimes you might need to edit a source record's Total Revenue, Start Date or End Date when the record is already fully recognized. If you need to do this, you must deselect the field on the source record that indicates it is fully recognized otherwise revenue schedules cannot be generated for it.

Once you have made your edit, the next time you generate revenue schedules the source record's revenue schedule is updated with the latest Total Revenue, Start Date or End Date. The source record's existing revenue schedule lines are unchanged because they are "Complete". Where necessary, additional revenue schedule lines are generated as described below.

If you edit the source record's value, an additional "Recognizable" revenue schedule line is generated to correct the amount that should have been scheduled to date:

• If you decrease the source record's value, this catchup adjustment is a negative amount because the source record has been over-recognized.
• If you increase the source record's value, this catchup adjustment is a positive amount because the source record has more revenue to recognize.

The revenue schedule line for this catchup adjustment is usually generated in the source record's final period.

If you edit a source record's start or end date to extend its duration and the record is using an Equal Split template, revenue schedule lines are generated for the additional periods but note that:

• If the source record's start date is brought forward, revenue schedule lines for the additional periods have a value of zero.
• If the source record's end date is put back, a revenue schedule line is generated for the catchup adjustment immediately after the last "Complete" line. Further revenue schedule lines are generated to schedule the outstanding revenue amount equally over the remaining periods.

If you edit a source record's start or end date to reduce its duration and the record is using an Equal Split template:

• If there is no change in value, no additional revenue schedule lines are generated.
• If there is a change in value, a revenue schedule line is generated for the catchup adjustment in the period of the new end date.

The following examples illustrate how revenue schedule lines are generated when a fully recognized source record using an Equal Split template is edited.

These examples assume you have a fully recognized source record with a value of 12000 using an Equal Split - Months template over one calendar year. This means that it has twelve "Complete" revenue schedule lines for 1000 each:

Period	Revenue	Status
2022/001	1000	Complete
2022/002	1000	Complete
2022/003	1000	Complete
2022/004	1000	Complete
2022/005	1000	Complete
2022/006	1000	Complete
2022/007	1000	Complete
2022/008	1000	Complete
2022/009	1000	Complete
2022/010	1000	Complete
2022/011	1000	Complete
2022/012	1000	Complete
Total	12000

Note:

Revenue Management stores and displays currency values using the correct number of decimal places specified for the currency in Salesforce. For more information, see Currency Decimal Places and Rounding.