SECTIONSUpgrading to Revenue Management Winter 2023
This page describes the changes to make when upgrading to Winter 2023.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Winter 2023, see New Features and Enhancements in Revenue Management Winter 2023.
Revenue Schedules Support Home and Dual currencies
Upgrade Steps
To start using this enhancement to revenue schedules, take the following action:
|
Action |
Further Information |
|---|---|
| In addition to the existing setup required to generate and recognize revenue schedules, ensure that the settings records for your source objects include field mappings for Home Currency, Document Rate, Dual Currency, Dual Rate. | Settings Fields |
Revenue Schedules Support Cost Amortization
Upgrade Steps
To start using this enhancement to revenue schedules, take the following action:
|
Action |
Further Information |
|---|---|
|
In addition to the existing setup required to generate and recognize revenue schedules, your settings and templates must be configured for cost. |
Included in this Feature
This section details the items that have been added in this release.
New Fields
|
Object |
Field |
Description |
Further Information |
|---|---|---|---|
| Revenue Schedule | Internal Total Amortized Cost | Total cost amount amortized on the related revenue schedule lines. This is a number. | Revenue Schedule Fields |
| Internal Total Cost | Total cost amount that can be amortized 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 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 | ||
| 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 Scheduled Cost | Total cost amount scheduled on the related revenue schedule lines. This is the Internal Total Scheduled Cost 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. | ||
| Revenue Schedule Line | Amortized Cost | The cost amount that has been amortized in this financial period. This is the Internal Amortized Cost amount in document currency. | Revenue Schedule Fields |
| 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. | ||
| 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. |
Renamed Fields
|
Object |
Original Field Name |
Current Field Name |
|---|---|---|
| Revenue Schedule Line | Recognition Status | Status |
Enhanced Lightning Components
|
Component |
Description |
Further Information |
|---|---|---|
| RM Alert Cards | We have added a Report on Cost property to all RM Alert Card components. When selected, a card reports on cost instead of revenue. | Revenue Recognition Alert Cards |
Bulk Generate Revenue Schedules Defaults to Synchronize
Upgrade Steps
No upgrade steps are required to start using this enhancement to revenue schedules. The difference between generate and synchronize is that in addition to generating revenue schedules, synchronize also removes obsolete revenue schedules by deleting any where the source record is unavailable. This ensures that obsolete revenue schedules do not accumulate and impact your data.
You can revert to the previous behavior by selecting the Disable Synchronize Revenue Schedules field in the Revenue Management Settings custom setting, but then you will need to run the Delete Schedules Where Source Unavailable process manually to ensure that obsolete revenue schedules do not accumulate.
Included in this Feature
This section details the items that have been added in this release.
Changed Link
|
Lightning Component |
Original Link |
Current Link |
|---|---|---|
| RM Actions - Summer 22 |
Generate Revenue Schedules Clicking this link generated revenue schedules for all valid source records in the org. |
Synchronize Revenue Schedules In addition to generating revenue schedules, clicking this link removes obsolete revenue schedules by deleting any where the source record is unavailable. |
Custom Field
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Disable Synchronize Revenue Schedules | Revenue Management Settings | Managing Custom Settings |
Deleting Obsolete Revenue Schedules
Upgrade Steps
To start using this enhancement to revenue schedules, take the following action:
|
Action |
Further Information |
|---|---|
| Enable the Feature Console feature: Upgrade to Winter 2023 | Upgrade to Winter 2023 |
Included in this Feature
This section details the items that have been added in this release.
New Fields
|
Object |
Field |
Description |
Further Information |
|---|---|---|---|
| Revenue Schedule | Status |
The picklist value is set to "Source Unavailable" if the source record that the revenue schedule was generated for is no longer available but the revenue schedule cannot be deleted because it is partially recognized. |
Deleting Obsolete Revenue Schedules |
Lightning Components
|
Component |
Description |
Further Information |
|---|---|---|
| RM Source Unavailable Summary Alert Card | A component for alert cards showing the total recognized revenue on revenue schedules with the status "Source Unavailable", and the number of revenue schedules with this status. | Revenue Recognition Alert Cards |
Placing Revenue Schedules On Hold
Upgrade Steps
To start using this enhancement to revenue schedules, take the following action:
|
Action |
Further Information |
|---|---|
| If it is not already enabled, enable the Feature Console feature: Upgrade to Winter 2023 | Upgrade to Winter 2023 |
| Make sure your source object includes a boolean or formula field that can be used to mark a source record as being on hold. If using a formula field, its return type must be Checkbox. | Excluding Revenue Schedules from Revenue Recognition |
| In the settings record for the source object, map the boolean or formula field on the source object to the On Hold field mapping. |
Included in this Feature
This section details the items that have been added in this release.
New Fields
|
Object |
Field |
Description |
Further Information |
|---|---|---|---|
| Revenue Schedule | Status |
The picklist value is set to "On Hold" if the source record that the revenue schedule was generated for has been placed on hold. The revenue schedule is excluded from revenue recognition while its status is "On Hold". |
Revenue Schedule Fields |
| Settings | On Hold | API name of the boolean or formula field on the source object that indicates whether a source record is on hold. | Settings Fields |
Lightning Components
|
Component |
Description |
Further Information |
|---|---|---|
| RM Schedule On Hold Summary Alert Card | A component for alert cards showing the amount of scheduled revenue that is on hold in a specific period, or in all periods up to a specific period. | Revenue Recognition Alert Cards |
Filtering Revenue Schedules for Recognition
Upgrade Steps
No upgrade steps are required to start using this enhancement to recognizing revenue against revenue schedules.
End-to-End Automation
Upgrade Steps
No upgrade steps are required to start using this feature in Winter 2023 but you must develop your own code to call the RevenueScheduleAutomationService.
Included in this Feature
This section details the items that have been added in this release.
Custom Field
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Schedules Create Journals Batch Size | Revenue Management Batch Settings | Managing Custom Settings |
| Schedules Transaction Summary Batch Size | Revenue Management Batch Settings | Managing Custom Settings |
FinancialForce Help
Upgrade Steps
The FinancialForce Help is available via the default utility bar associated with FinancialForce apps. If you use the default utility bar, no upgrade steps are required and the FinancialForce Help will be available from the utility bar automatically.
If you use a custom utility bar, see Setting up the FinancialForce Help.
Introducing FinancialForce Trailhead: Release Highlights
If you want to learn more about the new features in this release, see the ERP Cloud - Winter 2023 Release Highlights Trailhead module. This module will guide you through the new features in our ERP Cloud products.
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2023.