Loading
Manage Your Billing Processes with Salesforce Billing
Table of Contents
Considerations for Integrating Revenue Recognition Reporting to an ERP

You are here:

  1. Salesforce Help
  2. Docs
  3. Salesforce Billing

Considerations for Integrating Revenue Recognition Reporting to an ERP

When you’re integrating Salesforce Billing’s revenue recognition reporting processes with an ERP, review important considerations. (Salesforce Billing Managed Package)

Required Editions

Available in: All Salesforce Billing Editions
Order-Based Revenue Integration Timing
When recognizing revenue on the order product, the push from Salesforce Billing to your back-end system can happen at any time after order activation. However, consider whether you need to factor amendments or cancellations into the integration architecture. An amendment always creates an order and order product for the delta change in quantity. This new order product in turn creates its own revenue schedule and transaction or transactions with the delta calculated. You’ll need to determine whether your reconcile this revenue information in Salesforce Billing, middleware, or the ERP.
Invoice-Based Revenue Integration Timing
When you set up your ERP integration, evaluate how you want to recognize revenue. When you use invoice-based revenue recognition rules, you can push information to the back-end system at any point after invoice posting. Make sure that you also consider whether your integration requires real-time or scheduled integration. If the integration is real-time, you’ll also need to evaluate scenarios such as cancel and rebill.
Difference Between Revenue Schedules and Revenue Transactions
Many ERP integrations pass down both revenue schedules and revenue transaction data. Revenue transactions provide more detailed revenue information than revenue schedules, including the specific amount per financial period. We recommend using revenue schedules when you have a performance obligation that recognizes revenue over time.
Revenue schedules contain header-level information including totals and revenue dates. Schedules are related to other records specific to the general ledger. Use revenue schedules when you recognize revenue only in full. The objects and information you’ll have to integrate will vary based on business financial reporting requirements. You’ll have to format these objects to meet ERP system requirements as well.
 
Loading
Salesforce Help | Article