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Revenue Management provides the custom permissions described below. For more information about custom permissions, see the Salesforce Help.
Permission to Generate Revenue Schedules for All Source Records
Revenue Management provides a custom permission to bulk generate revenue schedules for all source records regardless of your record permissions. The Run Revenue Schedule Bulk Generate Process on All Source Records custom permission is enabled by default in the following permission sets:
- RevMan Admin
- RevMan Admin SF License
- RevMan Project Manager
- RevMan Project Manager SF License
- RevMan Consultant SF License
If you have cloned these permission sets, enable the Run Revenue Schedule Bulk Generate Process on All Source Records custom permission in the cloned versions to allow users with those permission sets to generate revenue schedules for all source records.
You can allow other users to generate revenue schedules for all source records by assigning the custom permission to their profiles or permission sets. We recommend you grant the permission to a limited number of users only.
Permission to Recognize Revenue against Revenue Schedules
If you intend recognizing revenue against revenue schedules you must be assigned the Run Revenue Schedule Recognize Process custom permission. This custom permission allows you to recognize revenue against the revenue schedule lines you have access to. It is enabled by default in the following permission sets:
- RevMan Project Manager
- RevMan Project Manager SF License
- RevMan Consultant SF License
If you have cloned these permission sets, enable the Run Revenue Schedule Recognize Process custom permission in the cloned versions to allow users with those permission sets to recognize revenue against their revenue schedules.
You can allow other users to recognize revenue against their revenue schedules by assigning the custom permission to their profiles or permission sets. We recommend you grant the permission to a limited number of users only.
Permission to Discard Committed Revenue Recognition Transactions
Revenue Management provides a custom permission for discarding committed revenue recognition transactions. The Discard Revenue Recognition Transactions custom permission is enabled by default in the following permission sets:
- RevMan Admin
- RevMan Admin SF License
- RevMan Consultant SF License
If you have cloned these permission sets, enable the Discard Revenue Recognition Transactions custom permission in the cloned versions to allow users with those permission sets to discard committed transactions.
You can allow other users to discard committed revenue recognition transactions by assigning the custom permission to their profiles or permission sets. We recommend you grant the permission to a limited number of users only.