Validating Revenue Recognition Treatments

The Validate Revenue Recognition Treatment button lets you review whether your revenue recognition process contains all the revenue schedule creation actions that your org requires. (Salesforce Billing Managed Package)

A revenue recognition rule requires at least one revenue recognition treatment to create a revenue schedule. A treatment requires a value for the Revenue Schedule Creation Action field, which defines whether the treatment creates a revenue schedule upon order activation, invoice posting, credit note posting, or debit note posting.

Some use cases need revenue schedule creation for two or more actions, which requires multiple treatments on your rule, each with different revenue schedule creation actions. For example, your rule may need one treatment for revenue schedule creation upon invoice posting, and a second treatment for revenue schedule creation upon debit note posting. When you click Validate Revenue Recognition Treatments on your revenue recognition rule, Salesforce Billing lists the revenue schedule creation actions not included on any of your rule's treatments. You're not required to use all the values that the button returns. We provide the values only for reference so you can double-check whether your particular implementation is missing any of the values listed.