Adjust a Revenue Schedule

Adjust the balance of available revenue on one revenue schedule. (Salesforce Billing Managed Package)

Available in: Salesforce Billing Winter ’19 and later

In this example, we want to reduce the balance of the following revenue schedule by $10.

From the 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.
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 schedule.
- Available: $0
- Deferred: $50

Did this article solve your issue?

Let us know so we can improve!

Product Area