Metadata Changes when Enabling Revenue Recognition for PSA

This topic details the metadata changes that are applied when "Enabling Revenue Recognition for PSA" is activated in Feature Console. Only the metadata required for your chosen settings and templates will be created.

Lookup Fields Added

Lookup fields are added as follows:

The PSA source objects (Expense, Milestone, Miscellaneous Adjustment, Project, Timecard Split) are given a lookup field to the Revenue Management template object. This is so that users can assign a template to each source record.
The Revenue Recognition Transaction Line object is given lookup fields to the PSA source objects (Expense, Milestone, Miscellaneous Adjustment, Project, Timecard Split). This is so that each transaction line can lookup to the associated source record.
The Revenue Forecast Transaction object is given a lookup field to Project. This is so that revenue forecast transactions can store forecast values per project.
The Revenue Forecast Transaction Line object is given lookup fields to the PSA source objects (Expense, Milestone, Miscellaneous Adjustment, Project, Timecard Split). This is so that each forecast transaction line can lookup to the associated source record.
A formula field with the API name ffrrCurrencyValue__c is also added to the Revenue Forecast Transaction Line object. This is the ffrr__Value__c field held as a Currency.

Settings Records and New Fields

This table lists the settings records that are created for the PSA source objects. Field names shown in bold are created on the source objects for use by the revenue recognition calculation.

	Project	Milestone	Expense	Timecard Split	Misc. Adjustment
Settings Name	<Object> Settings	<Object> Settings	<Object> Settings	<Object> Settings	<Object> Settings
Settings Level	Primary	Level 2	Level 2	Level 2	Level 2
Parent Object	blank	pse__Proj__c	pse__Proj__c	pse__Proj__c	pse__Proj__c
Object	pse__Proj__c	pse__Milestone__c	pse__Expense__c	pse__Timecard__c	pse__Miscellaneous_Adjustment__c
Settings Type	Actual	Actual	Actual	Actual	Actual
Value Type	Revenue	Revenue	Revenue	Revenue	Revenue
Reference	pse__Account__c		pse__Resource__c	ffrrResourceName__c
Description	Name	pse__Description__c	pse__Description__c	Name	Name
Start Date	pse__Start_Date__c	ffrrStartDate__c	ffrrStartDate__c	pse__Start_Date__c	ffrrStartDate__c
End Date	pse__End_Date__c	pse__Target_Date__c	pse__Expense_Date__c	pse__End_Date__c	pse__Effective_Date__c
Total Revenue	ffrrTotalProjectedRevenue__c	pse__Milestone_Amount__c	pse__Billable_Amount__c	pse__Total_Billable_Amount__c	pse__Amount__c
Active Field	pse__Is_Active__c	pse__Approved__c	pse__Submitted__c	pse__Submitted__c	pse__Approved__c
Active Value	TRUE	TRUE	TRUE	TRUE	TRUE
Include Active Value	Include	Include	Include	Include	Include
Currency	CurrencyISO	CurrencyISO	CurrencyISO	CurrencyISO	CurrencyISO
% Complete	ffrrPercentComplete__c	ffrrPercentComplete__c	ffrrPercentComplete__c	ffrrPercentComplete__c	ffrrPercentComplete__c
Completed Field	ffrrIncludeinRevenueRecognition__c	ffrrIncludeinRevenueRecognition__c	pse__Approved__c	pse__Approved__c	ffrrIncludeinRevenueRecognition__c
Completed Value	TRUE	TRUE	TRUE	TRUE	TRUE
Include Completed Value	Include	Include	Include	Include	Include
Total Units		pse__Billable_Days_In_Financials__c		pse__Total_Hours__c
Rate		pse__Default_Bill_Rate__c		ffrrBillRate__c
Recognized to date Value	ffrrRecognizedToDate__c	ffrrRecognizedToDate__c
Income Statement*	9999	9999	9999	9999	9999
Balance Sheet*	9999	9999	9999	9999	9999
Cost Center
Fixed IS GLA Code	TRUE	TRUE	TRUE	TRUE	TRUE
Fixed BS GLA Code	TRUE	TRUE	TRUE	TRUE	TRUE

*Update these fields to use the correct GLA codes for your business.

Template Records

This table lists the template records that are created for use with the settings records detailed above.

Templates are not created for Project because it is the primary object and revenue is not usually recognized at this level.

	Milestone	Expense	Timecard Split	Misc. Adjustment
Template Name	<Object - Template Type>	<Object - Template Type>	<Object - Template Type>	<Object - Template Type>
Settings	(link to milestone settings)	(link to expense settings)	(link to timecard settings)	(link to misc adjustment settings)
Template Type	One or more of: Deliverable Equal Split % Complete	One or more of: Deliverable Equal Split % Complete	One or more of: Deliverable Equal Split % Complete	One or more of: Deliverable Equal Split % Complete
Revenue Source	pse_Milestone_c	pse_Expense_c	pse_TimecardSplit_c	pse_Miscellaneous_Adjustment_c
Revenue Basis	Total revenue	Total revenue	Total revenue	Total revenue
Calculation Type	If Template Type = Equal Split, this can be one or more of: 4,4,5 Days Months Months/Part Periods	If Template Type = Equal Split, this can be one or more of: 4,4,5 Days Months Months/Part Periods	If Template Type = Equal Split, this can be one or more of: 4,4,5 Days Months Months/Part Periods	If Template Type = Equal Split, this can be one or more of: 4,4,5 Days Months Months/Part Periods