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Adjust Multiple Revenue Schedules
Use a revenue adjustment to adjust the revenue of multiple revenue schedules. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’19 and later |
In this example, we have two revenue schedules. We want to reduce the first schedule's balance by $10 and increase the second schedule's balance by $100.
| Name | Total Revenue | Recognized Revenue | Unrecognized Revenue | Adjustments | Available Revenue | Deferred Revenue | Revenue Transactions |
|---|---|---|---|---|---|---|---|
| RS-001 | $90 | $30 | $50 | $0 | $10 | $60 |
|
| RS-002 | $60 | $30 | $0 | $0 | $30 | $30 |
|
Here, you’ll use one revenue adjustment with two revenue adjustment lines.
- From RS-001’s Revenue Adjustment related list, click New.
-
Give your revenue adjustment the following field values.
- Type: Adjustment
- Status: Draft
- Click Save.
- From your revenue adjustment, go to the Revenue Adjustment Lines related list and click New
-
Give your revenue adjustment line the following values.
- Name: -$10 Adjustment
- Amount: -10
- Target Revenue Schedule: RS-001
- Click Save.
-
From the same revenue adjustment, create another revenue adjustment line with the following
values.
- Name: $100 Adjustment
- Amount: 100
- Target Revenue Schedule: RS-002
-
Go to your revenue adjustment and change its status to Posted.
After posting your revenue adjustment, you’ll see the following changed values on your revenue schedules.
Name Adjustments Available Revenue Deferred Revenue RS-001 -$10 $0 $50 RS-002 $100 $130 $130
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