Permissions and Sharing when Working with Revenue Schedules

Permissions

The following custom permissions control who can generate and recognize revenue schedules:

  • The Run Revenue Schedule Bulk Generate Process on All Source Records custom permission allows you to bulk generate revenue schedules for all source records regardless of whether you have permissions for all records.
  • The Run Revenue Schedule Recognize Process custom permission allows you to recognize revenue against the revenue schedule lines you have access to.

These custom permissions are included in some of the standard Revenue Management permission sets by default. For more information, see Custom Permissions in Revenue Management.

Sharing

By default, the user who generates revenue schedules is the owner of those records. Depending on how sharing is configured in your org, other users might not be able to see those revenue schedules. This could mean that only the user who generated the revenue schedules can recognize revenue against them.

You might prefer the owner of a source record to also be the owner of the revenue schedules generated for that source record, regardless of who generates revenue schedules. You can configure this by mapping the Owner field in your source object's settings record to a field that represents the owner of the source record. You can map the Owner field to a field on the source object, or using lookup relationships you can reference a field on an object linked by a path of up to five lookups.

For example, your object hierarchy might be Level 1=Billing Contract, Level 2=Billing Contract Line Item and you intend generating revenue schedules for billing contract line items. When creating the settings record for your Billing Contract Line Item object, you can derive the source record owner from the related billing contract by entering the following in the Owner field mapping:
ffbc__Contract__r.OwnerId

When any user then generates revenue schedules for billing contracts, the owner on each billing contract is mapped across to the Owner field on the resulting revenue schedules. This means that the billing contract owner can view and recognize revenue schedules for the contracts they own. If the owner of a source record is a queue rather than an individual user, any member of the queue will be able to view and recognize revenue schedules for the source record.

Note:

Depending on how sharing is configured in your org, other users besides the record owner might be able to view and recognize revenue schedules. See the Salesforce documentation for information about the different ways sharing can be configured.