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Manage Your Billing Processes with Salesforce Billing
Adjust a Revenue Schedule

Adjust a Revenue Schedule

Adjust the balance of available revenue on one revenue schedule. (Salesforce Billing Managed Package)

Required Editions

Available in: Salesforce Billing Winter ’19 and later

In this example, we want to reduce the balance of the following revenue schedule by $10.

  • Name: RS-001
  • Recognized: $30
  • Unrecognized: $50
  • Adjustments: $0
  • Available: $10
  • Deferred: $60
  1. From the revenue adjustment related list, click New.
  2. Give your revenue adjustment the following field values.
    • Type: Adjustment
    • Status: Draft
  3. Click Save.
  4. From your revenue adjustment, go to the Revenue Adjustment Lines related list and click New.
  5. Give your revenue adjustment line the following values.
    • Name: -$10 Adjustment
    • Amount: -10
    • Target Revenue Schedule: RS-001
  6. Click Save.
  7. 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 schedule.
    • Available: $0
    • Deferred: $50
 
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