Transfer Revenue Between Two Revenue Schedules

Transfer available revenue from one revenue schedule to another. (Salesforce Billing Managed Package)

Available in: Salesforce Billing Winter ’19 and later

In this example, we want to transfer $10 from our first revenue schedule to our second revenue schedule.

Name	Total Revenue	Recognized Revenue	Unrecognized Revenue	Adjustments	Available Revenue	Deferred Revenue	Revenue Transactions
RS-001	$90	$30	$50	$0	$10	$60	$10 Recognized $20 Recognized $25 Deferred $25 Deferred
RS-002	$60	$20	$25	$0	$15	$40	$10 Recognized $10 Recognized $15 Deferred $10 Deferred

Here you'll use one revenue adjustment with two revenue adjustment lines. Remember, the sum of the line's balances must equal zero.

From RS-001’s Revenue Adjustment related list, click New.
Give your revenue adjustment the following field values.
1. Type: Transfer
2. Status: Draft
Click Save.
Give your revenue adjustment line the following values.
1. Name: -$10 Transfer
2. Amount: -10
3. Target Revenue Schedule: RS-001
Click Save.
From the same revenue adjustment, create another revenue adjustment line with the following values.
1. Name: $10 Transfer
2. Amount: 10
3. Target Revenue Schedule: RS-002
Click Save
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 $25 $50

Name	Adjustments	Available Revenue	Deferred Revenue
RS-001	-$10	$0	$50
RS-002	$10	$25	$50

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