Actual Amount Handling Strategies in Revenue Schedules for Media

Strategy for Adding Actual Amounts in Revenue Schedules When Billing is Managed in Salesforce

Admins can set up a scheduled monthly flow to update the Opportunity Line Item Schedule Actual records at the end of each broadcast or calendar month with the actual amounts for that month. Each Opportunity Line Item Schedule Actual record that's generated for opportunity product schedules consist of the schedule start and end dates, so it is easy to filter the required records for a month and update them with the actual amounts for the month.

Strategy for Adding Actual Amounts in Revenue Schedules When Billing is Managed Externally

System integrators can use integration resources such as SOAP API and Salesforce Flows to implement an integration between the publisher's external billing system and their Salesforce instance. The integration can find records in the OpportunityLineItemSchdActual object for a particular opportunity product schedule and update the record for the broadcast or Gregorian calendar month for which actual amount information is available in the external billing system.

In case the standard fields of the OpportunityLineItemSchdActual don't meet requirements, the system integrator can work with the admin to add custom fields to the object. For example, if the sales team wants to view the paid amount for schedules, then a field to store the paid amount can be added.

Sales Team's Visibility into Actual Amounts

After the actual amounts are updated in Opportunity Line Item Schedule Actual records, the sales team can view the actual revenue in the Revenue Schedule component on opportunities.

After the actual amounts are available, the sales team can generate the adjusted amounts for the future schedules. To learn about how adjusted amounts are calculated, see Adjusted Amount Calculation Logic for Revenue Schedules for Media.