SECTIONS
Here is a description of the fields on the Template object. Once a template is in use on a revenue recognition transaction line, you can only edit the Template Name and Forecast Schedule Definition fields.
See What is a Template? for more information.
| Field | Description | ||
|---|---|---|---|
| Template Name | * | 80 | Unique name for this Revenue Management template, such as Project - Equal Split. |
Key: R – Read-only; * – Mandatory field; The number indicates the number of characters that are allowed in this text field, where appropriate.
| Field | Description | ||
|---|---|---|---|
| Forecast Schedule Definition | The forecast schedule definition linked to this template. When you run the Generate Forecast process for this template, forecast values will be calculated automatically according to this definition. | ||
| Performance Obligation Template | Lookup to the template that is assigned to performance obligations created from source records using the current template. For more information, see What is a Performance Obligation Template? | ||
| Revenue Source | R | 255 | Name of the source object on the related settings record. Automatically populated. |
| Settings | * | Lookup to the related settings record. | |
| Settings Type | R | Indicates the type of the related settings record. | |
| Template Type | * | Calculation method used to recognize revenue, such as % Complete or Equal Split. | |
| Use in Revenue Contract | R | Indicates if the selected settings record will be used in revenue contracts. When selected, by default any source object records using this template will be excluded from forecasting and recognizing revenue calculations. See About Parallel Reporting for more information. | |
| Value Type | Indicates the type of value that the related settings record processes: revenue, cost, or both. |
Calculation Conditions
Key: * - Mandatory if the related settings record includes Revenue as a selected Value Type; ** - Mandatory if the related settings record includes Cost as a selected Value Type;
| Field | Description | |
|---|---|---|
| Revenue Basis | * | Defines whether the revenue calculation is based on a single Total Revenue figure or calculated (Total Units or Total Revenue multiplied by a percentage or rate). Total Revenue is the default. This field only takes effect if the related settings record includes Revenue as a selected Value Type. |
| Calculation Type | Defines whether the calculation is based on simple months, months with part periods, a 445 week split or actual days. This attribute is only applicable (and is mandatory) when the selected template type is Equal Split. | |
| Cost Basis | ** |
Determines whether the cost amortization calculation is based on a single Total Cost figure or calculated (Total Cost Units multiplied by Cost Rate). This field only takes effect if the related settings record includes Cost as a selected Value Type. |