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            Guidelines for Setting Up Invoice-Based Revenue Recognition Rules

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            Guidelines for Setting Up Invoice-Based Revenue Recognition Rules

            When you’re setting up invoice-based revenue recognition rules, review important guidelines. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Revenue Distribution Method
            Configure your revenue distribution method first. Remember, your invoice-based revenue recognition rule can reference one or several revenue distribution methods. You can configure the following fields based on the type of recognition your business needs.
            • Distribution Method
            • Full Recognition Date (if applicable)
            • Revenue Schedule Term Start Date
            • Revenue Schedule Term End Date
            However, the following fields have required values for invoice-based revenue recognition.
            • Type: Invoice
            • Revenue Transaction Creation Process: Automatic
            Revenue Recognition Rule
            Configure your rule after your revenue distribution method. Think of the rule as a container for revenue recognition treatments. After Salesforce Billing groups products under a revenue recognition rule, it applies that rule’s treatments based on matching legal entities between the treatment and a product. Make sure your rule’s Create Revenue Schedule? field has a value of Yes.
            Revenue Recognition Treatment
            Your revenue recognition rule contains one or more revenue recognition treatments. When you’re using an invoice-based revenue recognition rule, make sure your rule’s treatments have the following setup.
            • Associated with a revenue distribution method.
            • Revenue Schedule Creation Action: Invoice Posting
            • Type: Fill out as needed.
            • Choose a percentage or a flat amount.
            • If you’re using several treatments on your rule, make sure that their total amount adds up to the full amount of the product’s price.
            • For complex configurations, we recommend creating a final treatment with a type of Remainder. This treatment ensures that your rule always recognizes remaining revenue that falls outside your regular billing periods.
             
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