Specifying Summarization Criteria

Revenue transaction summaries are created by grouping revenue recognition transaction lines by General Ledger Account (GLA), GLA Type, and the fields in the Summarization Fields field set on the Revenue Recognition Transaction Line object.

The fields that are available in the field set, and that are included by default, are listed below.

Available for the Field Set	In the Field Set
Analysis Item 1-4	Cost Center
Dual Currency	Cost Center (Cost)
Home Currency
Primary Object Record Name
Product
Salesforce Account

You can move available fields into the field set and remove fields from it to customize the summarization criteria. If you include either Home Currency or Dual Currency in the field set you must include them both.

If you have custom fields on the Revenue Recognition Transaction Line object you can add them to the Summarization Fields field set to use them as summarization criteria. Only lookup, picklist, or text custom fields are supported. You must create a corresponding custom field with same API Name and Data Type on the Revenue Transaction Summary object to hold the summarized value.

Note:

Changing the fields in this field set does not change the fields displayed for a revenue transaction summary. You will need to manually update the revenue transaction summary Lightning page (or page layout if you are using Salesforce Classic) if you want it to include fields that you add to the field set, or exclude fields that you remove from it.