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Manage Your Billing Processes with Salesforce Billing
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            Considerations for Order-Based Revenue Recognition Reporting

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            Considerations for Order-Based Revenue Recognition Reporting

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

            Required Editions

            Available in: All Salesforce Billing Editions
            Recognizing Revenue From Credit Note Lines
            When you use the Cancel & Rebill button to cancel an invoice, Salesforce Billing creates credit notes to adjust the canceled invoice’s balance to zero. Since cancellations happen after order activation, you can’t handle this type of adjustment on a revenue schedule generated from an order product. If you need to support recognizing revenue with this scenario, you’ll need credit note-based revenue recognition treatments as well.
            For example, you can add credit note-based revenue recognition treatments to your revenue recognition rules to cover the possibility of a cancel and rebill scenario. Here’s a credit note-based treatment added to a pro-rata revenue recognition rule.
            Order Product Deactivation
            Salesforce Billing doesn’t change revenue schedules and transactions when a related order is deactivated. Make sure to consider this scenario when using order-based recognition.
            Integration
            Large enterprises often integrate to an ERP for final revenue recognition reporting. Consider where you want to recognize revenue from when you set up these integrations. When you’re using invoice-based revenue recognition rules, the push to the back-end system can happen any time after order posting, but make sure that you consider whether to factor amendment or cancellation support into the integration architecture.
            Also consider whether you want to integrate through the revenue schedule or the revenue transaction. Revenue transactions provide more detailed revenue information. However, you may only need header-level totals if your ERP breaks down revenue through more complex mechanisms than what revenue transactions support.
             
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