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Revenue Adjustments
When your actual revenue differs from your initial revenue schedule, you may need to increase or decrease your revenue schedule's available balance, or transfer it to the available balance on a different schedule. You can use revenue adjustments to change your revenue schedule's available balance. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’19 and later |
Your actual revenue can differ from the deferred revenue on your revenue schedule. For example, let's say you invoiced a three-month data plan contract (January through March) assuming your customer would use $100 of data each month. This creates a revenue schedule with an unrecognized balance of $300 and three revenue transactions of $100 each. However, your customer actually uses $80 of data in January.
To ensure that all changes are tracked for auditing and bookkeeping, Salesforce Billing doesn’t let you directly edit revenue schedule balances — other objects have to apply updates so that you always have records of revenue balance changes. While you can edit revenue transaction balances, these changes don't roll up into the revenue schedule's amount.
You can change your revenue schedule's balance by using a revenue adjustment. Revenue adjustments contain revenue adjustment lines, whose balances roll up to the revenue adjustment's total amount. Each revenue adjustment line has a lookup to a revenue schedule. This way, you can associate different lines with different schedules if needed.
Revenue adjustments allow for two types of revenue changes.
- Adjustment: Change a revenue schedule’s balance. You can change one revenue schedule or have multiple lines that each target a different revenue schedule.
- Transfer: Transfer available balances between revenue schedules. In Salesforce Billing, this means that your revenue adjustment has a balance of zero. For example, you could have a revenue adjustment with a $10 line targeting Revenue Schedule A and a -$10 line targeting revenue schedule B. You could also have a revenue adjustment with a $30 line targeting Revenue Schedule A, a -$15 line targeting Revenue Schedule B, and a -$15 line targeting revenue schedule C.
All adjustments and transfers are made to and from a schedule's available balance.
When you post your revenue adjustment, Salesforce Billing posts all its lines and adds their balances to their respective schedules. For our data plan example, you could make an adjustment-type revenue adjustment with one line that has a balance of -$20. When you post your adjustment, the line adjusts your schedule's schedule amount plus adjustments amounts to $280.
Since revenue adjustments can have a financial impact, you'll need to make sure that you track adjustment or transfers. Each revenue adjustment and revenue adjustment line requires a lookup to a legal entity, GL rule, GL treatment, finance book, and finance period. The legal entity, GL rule, and GL treatment default to the values from the revenue schedule where you created your revenue adjustment record. However, you can change them as needed.
- Create a Revenue Adjustment
Create a revenue adjustment and revenue adjustment lines to change or transfer a revenue schedule’s available balance. Post the adjustment once you’re ready to apply it. (Salesforce Billing Managed Package) - Revenue Schedule Fields
Revenue schedules contain several fields that let you review how much revenue has been distributed, and how much, if any, remains to be distributed. (Salesforce Billing Managed Package) - Revenue Adjustment Use Cases
Revenue adjustments let you adjust or transfer balances between any number of revenue schedules. To learn how to set up these adjustments, review common use cases. (Salesforce Billing Managed Package)
