Filtering Performance Obligations by Custom Fields

If you want to be able to filter by custom fields when recognizing revenue and cost on performance obligations, you need to perform the setup explained here.

Let's assume your source records have a custom field Region__c and you want to be able to filter by region:

1. Add a custom field to the Performance Obligation Line Item object to hold the Region__c value.
2. Modify the default field mapping definition on the source record's recognition settings to map the Region__c value from the source record to the new field on the performance obligation line item.
3. Add a formula field on the Performance Obligation object to hold the Region__c value copied from the controlling performance obligation line item to its parent performance obligation.

The formula field will be available to filter on when recognizing revenue and cost for performance obligations. See Filtering your Source Data for more information.

Note:

This solution is applicable when filtering on the Recognize Revenue and Forecast Revenue pages. It is not applicable when filtering recognition schedule data on the Revenue Recognition page.