Revenue Management Grouped Transactions

This Feature Console page enables you to update Revenue Management so that when recognizing via the Recognize Revenue page, recognition transactions are created by group. See Grouping your Source Data for an explanation of how to apply grouping.

To enable this feature:

  1. Click Perform for the feature step. When the step has completed, the Status changes from "Not Done" to "Done".
  2. Use the Status slider in the Feature section to enable the feature.

Upgrades Only: Page Layout Change

This section is only applicable if you have upgraded to this version of Revenue Management, and enabled the RM Grouped Transactions feature.

The following field has been added to the Recognition Transaction object. If you use custom page layouts for this object, manually add this field to your custom page layouts.

Object Field Label Description
Recognition Transaction Grouped By The value that the source records were grouped by. Blank if grouping was not applied.