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Configuring the Asset Page to Track Revenue
To see the revenue schedule, with earned and unearned revenue, go to the policy (asset) object for a specific policy.
- Go to Salesforce Classic view and click Setup.
- Go to App Setup > Customize > Assets > Page Layout.
- Click Edit next to the Assets page you plan to track revenue on.
- On the Asset Layout page, click Related Lists.
- Drag Transactions and Revenue Schedule onto the layout.
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Add the following fields to the Transactions section:
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Transaction Date
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Post Date
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Type
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Amount
To make it easy to read this section, in Sort By, select Transaction Date.
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Add the following fields to the Revenue schedule section:
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Date
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Revenue Earned in Period
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Total Earned Revenue
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Total Unearned Revenue
To make it easy to read this section, in Sort By, select Date.
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- Click Save.
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