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            Overriding Revenue Schedule Dates

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            Overriding Revenue Schedule Dates

            Salesforce Billing recommends automating the revenue schedule and creation process. However, you can override revenue schedule and transaction fields if you use a revenue recognition model that Salesforce Billing doesn’t support. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Revenue Schedules
            Overridable Field Default Value Override Guidelines
            Revenue Start Date

            This field calculates its value based off your revenue distribution method’s Revenue Schedule Term Start Date field, which can be any of the following values.

            • Order Product Start Date
            • Invoice Line Start Date
            • Credit Note Start Date
            • Debit Note Start Date
            • Manual
            		 If you want to override your revenue start date, we recommend leaving your distribution method’s revenue schedule term start date to Manual. That way, Salesforce Billing creates your revenue schedule without a revenue start date. You can then set the revenue start date on your own.
            Revenue End Date

            This field calculates its value based off your revenue distribution method’s Revenue Schedule Term End Date field, which can be any of the following values.

            • Order Product End Date
            • Invoice Line End Date
            • Credit Note End Date
            • Debit Note End Date
            • Manual
            		 If you want to override your revenue end date, we recommend leaving your distribution method’s revenue schedule term end date to Manual. That way, Salesforce Billing creates your revenue schedule without a revenue end date. You can then set the revenue end date on your own.
            Note
            Note
            • If the revenue distribution method is configured to manual transaction generation, overriding revenue start and end dates or not overriding them makes no difference. The dates aren’t populated to the revenue schedule.
            • If the revenue distribution method is configured to automatic transaction generation, transactions are generated according to the override start and end dates provided by the customer.
             
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