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Transfer Revenue Between Several Revenue Schedules
Transfer available revenue between four revenue schedules. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’19 and later |
In this example, we have four revenue schedules. We want to transfer $10 from the first schedule and $10 from the second schedule to the third and fourth schedules.
| Name | Total Revenue | Recognized Revenue | Unrecognized Revenue | Adjustments | Available Revenue | Deferred Revenue | Revenue Transactions |
|---|---|---|---|---|---|---|---|
| RS-001 | $90 | $30 | $50 | $0 | $10 | $60 |
|
| RS-002 | $60 | $20 | $25 | $0 | $15 | $40 |
|
| RS-003 | $75 | $30 | $15 | $0 | $30 | $45 |
|
| RS-004 | $50 | $30 | $20 | $0 | $0 | $20 |
|
Here you'll use one revenue adjustment with four revenue adjustment lines. Remember, the sum of the balances among all lines must equal zero.
- From RS-001’s Revenue Adjustment related list, click New.
-
Give your revenue adjustment the following field values.
- Type: Adjustment
- Status: Draft
- Click Save.
-
Give your revenue adjustment line the following values.
- Name: -$10 Transfer
- Amount: -10
- Target Revenue Schedule: RS-001
-
From the same revenue adjustment, create another revenue adjustment line with the following
values.
- Name: -$10 Transfer
- Amount: -10
- Target Revenue Schedule: RS-002
-
Create another revenue adjustment line.
- Name: $5 Transfer
- Amount: 5
- Target Revenue Schedule: RS-003
-
Create another revenue adjustment line.
- Name: $15 Transfer
- Amount: 15
- Target Revenue Schedule: RS-004
-
Go to your revenue adjustment and change its status to Posted.
After posting your revenue adjustment, you’ll see the following changed values on your revenue schedules.
Name Adjustments Available Revenue Deferred Revenue RS-001 -$10 $0 $50 RS-002 -$10 $5 $30 RS-003 $5 $35 $50 RS-004 $15 $15 $35
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