Loading
Feature degradation | Gmail Email delivery failureRead More
Manage Your Billing Processes with Salesforce Billing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Revenue Schedule Manually

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Billing

            Create a Revenue Schedule Manually

            Create a revenue schedule and enter its revenue transactions on your own. This is useful if you use a revenue recognition model that Salesforce Billing does not support. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            1. Create a revenue recognition rule and set its Create Revenue Schedule field to No or None.
            2. Create a revenue distribution method and set its Revenue Transaction Creation Process field to Manual. We recommend giving it a name like “Manual Transaction Creation.”
            3. Create a revenue recognition treatment on your rule. Give your treatment’s Revenue Distribution Method field a lookup to the manual method you created in Step 2.
            4. Add the Revenue Schedule related list to your revenue distribution method and create a revenue schedule. Give your revenue schedule a lookup to the rule you created in step 1 and the treatment you created in step 2.
            5. Fill out the rest of your revenue schedule’s fields as needed and save.
            6. Create your revenue transaction records on your revenue schedule. Since you’re creating the transactions manually, you have to assign each transaction a lookup to a revenue finance period. Fill out the rest of your revenue transaction fields as needed and save.
             
            Loading
            Salesforce Help | Article