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Set Up Scheduling
Use scheduling to view how recurring revenue for a given opportunity is spread across a certain number of contracted months.
To enable scheduling:
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From Setup, in the Quick Find box, enter Schedule.
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Click Product Schedules Settings.
The number of contracted months drives the scheduling in a customizable forecasting environment. For example, if you have a 12-month contract for an opportunity, you get 12 columns on the schedule. If you have a 24-month contract you get 24 columns, and so on.
To see the schedule, on the Opportunity record detail page, expand the Products related list.
The Products related list is not exposed out of the box. You can add it to the Opportunity page layout. For more information, see Page Layouts in the Salesforce Help.
Scheduling takes the one time total amount and spreads it over the chosen number of months. Scheduling applies to the technology the opportunity uses. However, it does not affect forecasting itself in the newer technology, but does affect it in the older technology.
Do not click the Re-establish button.
If certain charges go up or down some months, you can enter comments to reflect these variations by clicking the Edit button.
If you try to create a schedule for an opportunity that already has a schedule, you will get an error message stating: The opportunity already has schedule data.
It is possible to remove an existing schedule by clicking the Remove existing schedule data button.
