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Set Default Preferences for Revenue Schedule for Media

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Set Default Preferences for Revenue Schedule for Media

Admins can decide the default selections and behavior of the Revenue Schedule component. These default help sales teams generate and manage revenue schedules with minimal clicks. The defaults that admins configure are applicable for everyone who uses the Revenue Schedule component.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced
User Permissions Needed
To create Ad Availability View Configuration records: Media Cloud Designer permission set

Here are the list of Ad Availability View Configuration records that admins must add:

Business Purpose Record Configuration Possible Customization
Select the default calendar used to generate revenue schedules
  • Name: Revenue Schedule: Default Calendar Type
  • Active: Selected
  • Configuration Key: revenue-schedule-default-calendar-type
  • Configuration Value: broadcast
 To select the Gregorian calendar as the default calendar, change the value of the Configuration Value field to: gregorian.
Select the default split logic for revenue schedules that are generated
  • Name: Revenue Schedule: Default Revenue Split Type
  • Active: Selected
  • Configuration Key: revenue-schedule-default-split-type
  • Configuration Value: equal
 To generate schedules that split revenue across periods in proration by default, change the value of the Configuration Value field to: proration.
Select the default number of periods displayed on the Revenue Schedule component
  • Name: Revenue Schedule: Default Page Size
  • Active: Selected
  • Configuration Key: revenue-schedule-default-page-size
  • Configuration Value: 5
 To make sure that the sales team can view the revenue schedules for 10 periods by default, change the value of the Configuration Value field to: 10.
Select the opportunity stages during which sales teams can generate revenue schedules
  • Name: Revenue Schedule: Opportunity Stage Validation
  • Active: Selected
  • Configuration Key: revenue-schedule-opportunity-stage-validation
  • Configuration Value: ["Prospecting","Qualification","Needs Analysis"]
 To enable sales teams to generate revenue schedules at any opportunity stage between Prospecting and Value Proposition, change the value of the Configuration Value field to: ["Prospecting","Qualification","Needs Analysis", "Value Proposition"].
Select the currency field basis which adjusted amounts are calculated for opportunity products
  • Name: Revenue Schedule: Adjustment Basis Field
  • Active: Selected
  • Configuration Key: revenue-schedule-adjustment-field
  • Configuration Value: "BilledAmount"
  • To set Booked Amount as the field basis which adjusted amounts are calculated for revenue schedules, change the value of the Configuration Value field to: BookedAmount.
  • To set a custom field named Paid Amount as the basis which adjusted amount are calculated for revenue schedules, change the value of the Configuration Value field to: PaidAmount__c.

    Adjusted amounts can only be calculated on the basis of Currency data type fields. If you want to use a custom field to calculate the adjusted amount, make sure that the Currency data type field is added as a custom field on the Opportunity Line Item Schedule Actual object.

To learn about how Ad Availability View Configuration records work in Media Cloud, see How Ad Availability View Configuration Records Work.

Tip
Tip Admins can work with the sales team to understand their preferences and then configure the Ad Availability View Configuration records based on the sales team's requirements.
  1. From the App Launcher, search and select Ad Availability View Configuration.
  2. Click New and enter values for these fields based on the values in the preceding table:
    • Name
    • Active
    • Configuration Key
    • Configuration Value
  3. Save your changes.
  4. Repeat steps 1 to 3 for all the Ad Availability View Configuration records mentioned in the preceding table.
 
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