Revenue Schedule Fields

Here is a description of the fields that make up a revenue schedule and its revenue schedule lines.

Revenue Schedule

Field Description
Account Lookup to the Salesforce account that the revenue relates to. This is derived from the source record.
Company The company associated with this revenue schedule, derived from the source record.
Currency The currency used for this revenue schedule, derived from the source record.
Display Information The Display Information value, derived from the source record.
End Date The end date of the revenue schedule, derived from the source record.
Internal Total Amortized Cost Total cost amount amortized on the related revenue schedule lines. This is a number.
Internal Total Cost Total cost amount that can be amortized for the source record. This is a number.
Internal Total Recognized Revenue Total revenue amount recognized on the related revenue schedule lines. This is a number.
Internal Total Revenue Total revenue amount that can be recognized for the source record. This is a number.
Internal Total Scheduled Cost Total cost amount scheduled on the related revenue schedule lines. This is a number.
Internal Total Scheduled Revenue Total revenue amount scheduled on the related revenue schedule lines. This is a number.
Internal Total Unscheduled Cost The cost amount not currently scheduled to be amortized. This is a number. It is calculated using the formula: Internal Total Cost - Internal Total Scheduled Cost
Internal Total Unscheduled Revenue The revenue amount not currently scheduled to be recognized. This is a number. It is calculated using the formula: Internal Total Revenue - Internal Total Scheduled Revenue
Performance Obligation If your source objects are Revenue Contract and Performance Obligation, this is a lookup to the performance obligation associated with this revenue schedule.
Product Lookup to the Salesforce product that the revenue relates to. This is derived from the source record.
Recognition Method

The method used to calculate the revenue to recognize for each period. This is determined by the Template Type and Calculation Type specified on the source record's recognition template.

Template Type

Calculation Type

Recognition Method
Equal Split Months Equal Split Full Periods
Equal Split Months / Actual Days in Part Periods Equal Split Actual Days in Part Periods
Equal Split Months / Part Periods Equal Split Part Periods
Equal Split Days Equal Split Days in Period
Equal Split 445 Equal Split Days in Period
Deliverable - Deliverable
% Complete - % Complete
Revenue Schedule Name The name of this revenue schedule. This is the source record's name prefixed by RS-.
Revenue Stream The source object on the settings record at the primary level in the object hierarchy.
Schedule Number Automatically generated number, such as RS-0012.
Source ID ID of the related source record.
Source Type The source record's object type. This is the object's API name.
Start Date The start date of the revenue schedule, derived from the source record.
Status

Indicates the status of the revenue schedule. This status is set by Revenue Management and cannot be edited. The possible values are:

  • None
  • On Hold - The revenue schedule is temporarily excluded from revenue recognition.
  • Source Unavailable - The source record that the revenue schedule was generated for is no longer available. This status is set by the Delete Schedules Where Source Unavailable process if the source record is unavailable but the revenue schedule cannot be deleted because it is partially recognized. For more information, see Deleting Obsolete Revenue Schedules.
Total Amortized Cost Total cost amount amortized on the related revenue schedule lines. This is the Internal Total Amortized Cost amount in document currency.
Total Cost Total cost amount that can be amortized for the source record. This is the Internal Total Cost amount in document currency.
Total Recognized Revenue Total revenue amount recognized on the related revenue schedule lines. This is the Internal Total Recognized Revenue amount in document currency.
Total Revenue Total revenue amount that can be recognized for the source record. This is the Internal Total Revenue amount in document currency.
Total Scheduled Cost Total cost amount scheduled on the related revenue schedule lines. This is the Internal Total Scheduled Cost amount in document currency.
Total Scheduled Revenue Total revenue amount scheduled on the related revenue schedule lines. This is the Internal Total Scheduled Revenue amount in document currency.
Total Unscheduled Cost The cost amount not currently scheduled to be amortized. This is the Internal Total Unscheduled Cost amount in document currency.
Total Unscheduled Revenue The revenue amount not currently scheduled to be recognized. This is the Internal Total Unscheduled Revenue amount in document currency.

Integrating Revenue Management and Billing Central

This lookup is added if the Enable Revenue Recognition for Billing Contracts feature is enabled in Feature Console.

Field Description
Billing Contract Line Item Lookup to the billing contract line item associated with this revenue schedule.

Integrating Revenue Management and FinancialForce Accounting

This lookup is added if the Enable Revenue Recognition for FFA feature is enabled in Feature Console.

Field Description
Sales Credit Note Line Item Lookup to the sales credit note line item associated with this revenue schedule.
Sales Invoice Line Item Lookup to the sales invoice line item associated with this revenue schedule.

Revenue Schedule Line

Field Description
Amortized Cost The cost amount that has been amortized in this financial period. This is the Internal Amortized Cost amount in document currency.
Cost The cost amount to be amortized for the source record in the specified financial period. This is the Internal Cost amount in document currency.
Display Information The Display Information value, derived from the source record.
Internal Amortized Cost The cost amount that has been amortized in this financial period. This is a number.
Internal Cost The cost amount to be amortized for the source record in the specified financial period. This is a number.
Internal Recognized Revenue The revenue amount that has been recognized in this financial period. This is a number.
Internal Revenue The revenue amount to be recognized for the source record in the specified financial period. This is a number.
Period End The end date of the financial period that this line relates to.
Period Start The start date of the financial period that this line relates to.
Status

Indicates the status of this line. The possible values are:

  • Opening Balance - The line represents an opening balance value. Revenue schedule lines with this status are not included in revenue recognition because their revenue has already been recognized.
  • Pending - The line is not yet available for revenue recognition. Typically this occurs when the source record uses a Deliverable template and the item is still awaiting delivery (i.e. the source record is not yet marked as completed).
  • Recognizable - The line is available for revenue recognition. A source record using a Deliverable template must be marked as completed before its revenue schedule line is generated with this status.
  • Complete - The line's revenue amount is fully recognized. If the revenue recognition transaction that includes this line is discarded, the line's status is set back to Recognizable.
  • Invalid - The line is no longer valid and will not be recognized. Typically this occurs when revenue schedules are regenerated following a change to the source record and the line no longer falls within the source record's date range. When a line's status changes to Invalid, its Revenue amount is set to 0 and revenue is recalculated across the Recognizable lines on this revenue schedule.
Revenue The revenue amount to be recognized for the source record in the specified financial period. This is the Internal Revenue amount in document currency.
Recognized Revenue The revenue amount that has been recognized in this financial period. This is the Internal Recognized Revenue amount in document currency.
Revenue Schedule The revenue schedule that this line belongs to.
Revenue Schedule Line Name The name of this revenue schedule line. This is set to the Year/Period that revenue on this line is scheduled to be recognized in.
Schedule Line Number Automatically generated number, such as RTL-000000796.

Revenue Contract Source Record Data

If your source objects are Revenue Contract and Performance Obligation, these fields store data from your source records on the revenue schedule line.

Field Description
Engagement

Lookup to the engagement associated with this revenue schedule line.

Automatically populated when you generate revenue schedules for a revenue contract that relates to an engagement.
Performance Obligation Lookup to the performance obligation associated with this revenue schedule line.
Revenue Contract Lookup to the revenue contract associated with this revenue schedule line.

Integrating Revenue Management and Billing Central

These lookups are added if the Enable Revenue Recognition for Billing Contracts feature is enabled in Feature Console.

Field Description
Billing Contract Lookup to the billing contract associated with this revenue schedule line.
Billing Contract Line Item Lookup to the billing contract line item associated with this revenue schedule line.
Product or Service The Product or Service name from the billing contract line item associated with this revenue schedule line.

Integrating Revenue Management and FinancialForce Accounting

These lookups are added if the Enable Revenue Recognition for FFA feature is enabled in Feature Console.

Field Description
Sales Credit Note Lookup to the sales credit note associated with this revenue schedule line.
Sales Credit Note Line Item Lookup to the sales credit note line item associated with this revenue schedule line.
Sales Invoice Lookup to the sales invoice associated with this revenue schedule line.
Sales Invoice Line Item Lookup to the sales invoice line item associated with this revenue schedule line.