Metadata Changes when Enabling Revenue Recognition for Billing Contracts

When you enable the integration between Revenue Management and billing contracts, the following fields are created.

Warning:

We recommend that any fields Revenue Management adds to the Billing Contract Line Item object are added to the Cloned Line Excluded Fields field set so that values in these fields are not copied when Billing Central clones a contract line item.

Object	Field	Description
Billing Contract	Include in Revenue Recognition	Indicates whether or not the billing contract is included for revenue recognition. Selected automatically if the contract status is either "Active" or "Expired", and the contract type is "Contract".
Billing Contract	Revenue Recognition Template	Lookup to a template for recognizing revenue on the billing contract. This field is not used by the standard integration which recognizes revenue at billing contract line level, not header level.
Billing Contract Line Item	Include in Revenue Recognition	Indicates whether or not the billing contract line item is included for revenue recognition. Selected automatically if the corresponding field on the parent contract is selected, and the line's billing type is not "Recurring Variable".
	Recognized to Date	Stores the revenue that has been recognized to date for the billing contract line item. The value updates each time recognition transactions are committed for the contract line item.
	Remaining Revenue	Stores the amount that remains to be recognized.
	Revenue Recognition Complete	A checkbox that is automatically set by the revenue recognition process when the billing contract line item is fully recognized. The contract line item is then ignored by future revenue recognition processes.
	Revenue Recognition Template	Lookup to the template used to recognize revenue for the billing contract line item.
Billing Document	Include in Revenue Recognition	Indicates whether or not the billing document is included for revenue recognition. This field is not used by the standard integration.
Billing Document	Revenue Recognition Template	Lookup to a template for recognizing revenue on the billing document. This field is not used by the standard integration which recognizes revenue at billing document line level, not header level.
Billing Document Line Item	Include in Revenue Recognition	Indicates whether or not the billing document line item is included for revenue recognition. Selected automatically if the parent billing document's type is "Invoice" and status is "Complete" and the related contract line item has the billing type "Recurring Variable".
	Recognized to Date	Stores the revenue that has been recognized to date for the billing document line item. The value updates each time recognition transactions are committed for the document line item.
	Revenue Recognition Complete	A checkbox that is automatically set by the revenue recognition process when the billing document line item is fully recognized. The document line item is then ignored by future revenue recognition processes.
	Revenue Recognition Template	Lookup to the template used to recognize revenue for the billing document line item.
Recognition Transaction Line	Billing Contract	Lookup to the billing contract associated with this transaction line.
	Billing Contract Line Item	Lookup to the billing contract line item associated with this transaction line.
	Billing Document	Lookup to the billing document associated with this transaction line.
	Billing Document Line Item	Lookup to the billing document line item associated with this transaction line.
Recognition Schedule	Billing Contract Line Item	Lookup to the billing contract line item associated with this recognition schedule.
Recognition Schedule Line	Billing Contract	Lookup to the billing contract associated with this recognition schedule line.
	Billing Contract Line Item	Lookup to the billing contract line item associated with this recognition schedule line.
	Product or Service	The Product or Service name from the billing contract line item associated with this recognition schedule line.

Recognition Settings

This table lists the recognition settings records that are created for the source objects.

	Billing Contract	Billing Contract Line Item	Billing Document	Billing Document Line Item
Recognition Settings Name	BC Contracts	BC Contract Lines	Billing Document	Billing Document Lines
Settings Level	Primary	Level 2	Level 2	Level 3
Parent Recognition Settings	blank	BC Contracts	BC Contracts	Billing Document
Object	ffbc__Contract__c	ffbc__ContractLineItem__c	fferpcore__BillingDocument__c	fferpcore__BillingDocumentLineItem__c
Parent Lookup		ffbc__Contract__c	ffbc__Contract__c	fferpcore__BillingDocument__c
Value Type	Revenue	Revenue	Revenue	Revenue
Settings Type	Actual	Actual	Actual	Actual
Recognition Transaction Line Lookup	ffrrBCContract__c	ffrrBCContractLineItem__c	ffrrBillingDocument__c	ffrrBillingDocumentLineItem__c
Recognition Schedule Lookup		ffrrBCContractLineItem__c
Recognition Schedule Line Lookups		ffrrBCContract__c,ffrrBCContractLineItem__c
Parent Relationship Paths		ffbc__Contract__c,Id
Reference	ffbc__Account__c	ffbc__ProductService__c	fferpcore__Account__c	fferpcore__ProductService__c
Description	ffbc__ContractName__c	ffbc__Description__c	ffbc__Contract__c	fferpcore__LineDescription__c
Start Date	ffbc__StartDate__c	ffbc__StartDate__c	fferpcore__DocumentDate__c	ffbc__BillingPeriodStartDate__c
End Date	ffbc_EndDate__c	ffbc_EndDate__c	fferpcore__DocumentDate__c	ffbc__BillingPeriodEndDate__c
Active Field	ffrrIncludeInRevRec__c	ffrrIncludeInRevRec__c	ffrrIncludeInRevRec__c	ffrrIncludeInRevRec__c
Active Value	TRUE	TRUE	TRUE	TRUE
Include Active Value	Include	Include	Include	Include
Completed Field		ffbc__ContractStatus__c		fferpcore__BillingDocumentStatus__c
Completed Value		Active		Complete
Include Completed Value		Include		Include
Recognition Complete		ffrrRevenueRecognitionComplete__c		ffrrRevenueRecognitionComplete__c
Grouped By	ffbc__Company__c
Currency	CurrencyISO	CurrencyISO	CurrencyISO	CurrencyISO
Salesforce Account		ffbc__Contract__r.ffbc__Account__c		fferpcore__BillingDocument__r.fferpcore__Account__c
Product		ffbc__ProductService__c		fferpcore__ProductService__c
Company		ffbc__Contract__r.ffbc__Company__c		fferpcore__BillingDocument__r.fferprcore_Company__c
Analysis Item 1		ffbc__AnalysisItem1__c		fferpcore__AnalysisItem1__c
Analysis Item 2		ffbc__AnalysisItem2__c		fferpcore__AnalysisItem2__c
Analysis Item 3		ffbc__AnalysisItem3__c		fferpcore__AnalysisItem3__c
Analysis Item 4		ffbc__AnalysisItem4__c		fferpcore__AnalysisItem4__c
Total Revenue	ffbc__TotalContractValue__c	ffbc__TotalContractLineValue__c	fferpcore__ReportingDocumentTotal__c	fferpcore__ReportingNetValue__c
Balance Sheet*	9999	9999	9999	9999
Income Statement*	9000	9000	9000	9000
Revenue Recognized to Date Value		ffrrRecognizedToDate__c		ffrrRecognizedToDate__c
Fixed IS GLA Code	TRUE	TRUE	TRUE	TRUE
Fixed BS GLA Code	TRUE	TRUE	TRUE	TRUE