Deferred Revenue Reporting Transactions Input Fields

Input fields are the foundation of the Deferred Revenue Reporting Transactions dataset. These fields are extracted from your org and from existing Analytics datasets by the recipe when you create the Engagement Analytics app. The data is then processed to populate your app's dataset.

Base Objects

The Engagement Analytics recipe combines the data from several PSA and Revenue Management objects with data from your existing Project Reporting and Revenue Forecast datasets from PS Cloud Core Analytics to extract field information.

The following PSA objects are imported directly:

Expense
Milestone
Miscellaneous Adjustment
Project
Timecard Split

The following Revenue Management objects are imported:

Recognition Period
Revenue Recognition Transaction
Revenue Recognition Transaction Line

The recipe also imports the Salesforce Currency Type and Product objects.

Currency Type Object

These are the fields retrieved from the Currency Type object:

Fields Retrieved from the Currency Type Object
Field Label	Field API Name	Description
Conversion Rate	ConversionRate	We use this to convert the Amount Recognized value of the revenue recognition transaction line back to its original currency.
Currency ISO Code	IsoCode	We use this to link the currency type to the revenue recognition transaction line.

Revenue Recognition Transaction and Revenue Recognition Transaction Line Objects

These are the main fields retrieved from the Revenue Recognition Transaction and Revenue Recognition Transaction Line objects in Revenue Management. For more information about these fields, see Recognition Transaction Fields.

Fields Retrieved from the Revenue Recognition Transaction Object
Field Label	Field API Name	Description
Period	ffrr__Period__c	We use this field to link the transaction to the recognition period that it belongs to. We also use this field to populate the Transaction Period field in the resulting dataset.
Record ID	Id	We use this field to join the transaction with its child transaction lines. We also use this field to populate the Transaction ID field in the resulting dataset.
Status	ffrr__Status__c	We use this field to populate the Status field in the resulting dataset.
Transaction Number	Name	We use this field to populate the Transaction Number field in the resulting dataset.

Fields Retrieved from the Revenue Recognition Transaction Line Object
Field Label	Field API Name	Description
Amount Recognized	ffrr__AmountRecognized__c	We use this field to populate the Amount Recognized (Document) and Amount Recognized (Dual) fields in the resulting dataset.
Amount Recognized (Dual)	ffrr__AmountRecognizedDual__c	We use this field to populate the Amount Recognized (Dual) field in the resulting dataset.
GLA Type	ffrr__AccountType__c	We use this field to filter out transaction lines that don't have the GLA Type set to "Income Statement".
Product	ffrr__Product__c	We use this field to link the transaction line to the related Salesforce product.
Recognized Date	ffrr__RecognizedDate__c	We use this field to populate the Transaction Date field in the resulting dataset.
Recognized Record ID	ffrr__RecognizedRecordID__c	We use this field to link the transaction line to the related PSA record that it was created for. We also use this field to populate the Recognized Record ID field in the resulting dataset.
Record ID	Id	We use this field to populate the Transaction Line ID field in the resulting dataset.
Revenue Recognition Transaction	ffrr__RevenueRecognitionMaster__c	We use this field to link the transaction line to its parent transaction.
Template	ffrr__Template__c	We use this field to populate the Revenue Recognition Template field in the resulting dataset.
Transaction Line Number	Name	We use this field to populate the Transaction Line Number field in the resulting dataset.

Recognition Period Object

These are the fields retrieved from the Recognition Period object in Revenue Management. For more information about these fields, see Recognition Year and Period Fields.

Fields Retrieved from the Recognition Period Object
Field Label	Field API Name	Description
End Date	ffrr__EndDate__c	We use this field to populate the Period End Date in the resulting dataset.
Recognition Period Name	Name	We use this field to link the recognition period to revenue recognition transactions that belong to it. We also use this field to populate the Period Name field in the resulting dataset.
Start Date	ffrr__StartDate__c	We use this field to populate the Period Start Date in the resulting dataset.

Product Object

These are the fields retrieved from the Product object. This is a standard Salesforce object. For more information about these fields, see the Salesforce Help.

Fields Retrieved from the Product Object
Field Label	Field API Name	Description
Product Name	Name	We use this field to populate the Product Name field in the resulting dataset.
Record ID	ID	We use this field to link the product to the related revenue recognition transaction line.

Expense Object

These are the main fields retrieved from the Expense object in PSA. For more information about these fields, see Expense and Expense Report Fields.

Fields Retrieved from the Expense Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out expenses without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the expense to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Milestone Object

These are the main fields retrieved from the Milestone object in PSA. For more information about these fields, see Milestone Fields.

Fields Retrieved from the Milestone Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out milestones without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the milestone to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Miscellaneous Adjustment Object

These are the main fields retrieved from the Miscellaneous Adjustment object in PSA. For more information about these fields, see Miscellaneous Adjustment Fields.

Fields Retrieved from the Miscellaneous Adjustment Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out miscellaneous adjustments without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the miscellaneous adjustment to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Project Object

These are the main fields retrieved from the Project object in PSA.

Fields Retrieved from the Project Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out projects without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Record ID	Id	We use this field to populate the ID and Object ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Timecard Split Object

These are the main fields retrieved from the Timecard Split object in PSA. For more information about these fields, see Timecard Split Fields.

Fields Retrieved from the Timecard Split Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out timecard splits without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the timecard split to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Project Reporting Dataset

These are the fields retrieved from the Project Reporting dataset. For more information about these fields, see Project Reporting Dataset Output Fields.

Fields Retrieved from the Project Reporting Dataset
Label	Name	Description
Account ID	AccountId	These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset.
Account Name	AccountName
End Date	EndDate	These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset.
Project Exchange Rate	ValueProjectExchangeRate
Start Date	StartDate
Currency ISO Code	CurrencyIsoCode	We use this field to populate the Source Currency field in the resulting dataset.
Name	Name	We use this field to populate the Object Name field in the resulting dataset.
Object Type	ProjectReportingType	We use this field to populate the Object Type field in the resulting dataset. We also use this field to filter out records that are not required.
Project Billed Amount	ValueProjectBilled	We use this field to populate the Source Billed Amount field in the resulting dataset.
Project Billings	ValueProjectBillings	We use this field to populate the Source Billings field in the resulting dataset.
Project Company ID	ProjectCompanyId	We use this field to populate the Company ID field in the resulting dataset.
Project Company Name	ProjectCompanyName	We use this field to populate the Company Name field in the resulting dataset.
Project ID	ProjectId	We use this field to populate the Source ID field in the resulting dataset.
Project Name	ProjectName	We use this field to populate the Source Name field in the resulting dataset.
Record ID	RecordId	We use this field to populate the Object ID field in the resulting dataset. We also use this field to join the Project Reporting data with the records directly retrieved from PSA objects as well as with data from the Revenue Forecast dataset.

Revenue Forecast Dataset

These are the fields retrieved from the Revenue Forecast dataset. For more information about these fields, see Revenue Forecast Dataset PS Cloud Analytics Output Fields.

Fields Retrieved from the Project Reporting Dataset
Label	Name	Description
Forecast Created Date	ForecastCreatedDate	We use this field to populate the Revenue Forecast Created Date field in the resulting dataset.
Forecast Name	ForecastName	We use this field to populate the Revenue Forecast Version Name field in the resulting dataset.
Milestone ID	MilestoneId	We use this field to join data from the Revenue Forecast dataset with the data from the Project Reporting dataset.
Scheduled Revenue Value	ValueScheduledRevenue	We use this field to populate the Revenue Forecast Scheduled Revenue field in the resulting dataset.
Time Period Name	TimePeriodName	We use this field to populate the Revenue Forecast Time Period Name field in the resulting dataset.

Concepts

Engagement Analytics Data Reference

Reference

Deferred Revenue Reporting Transactions Intermediate Processing

Deferred Revenue Reporting Transactions Dataset Output Fields