Considerations for Using Product Schedules

Considerations for Enabling and Disabling Customizable Product Schedules

• Insert or delete Apex triggers that you’ve applied to schedules are invoked immediately.
• Line Item Schedule is unavailable in Process Builder and Workflow.
• You can use custom fields and customize the layout in default product schedules, but if you’ve applied validation rules or Apex triggers, they’re bypassed when they’re first inserted.

In addition, the layout of the OpportunityLineItemSchedule related list on the OpportunityLineItem page is customizable in Lightning Experience regardless of whether you’ve enabled customizable product schedules.

If schedules are referenced in Apex, only one of the schedule types (quantity or revenue) can be disabled. For example, if Apex references the schedule object (represented as OpportunityLineItemSchedule in the code), one of the schedule types can be disabled, but not both.

Considerations for Using Default Product Schedules

• If you add or change a product schedule, opportunities with that product aren’t updated. If a product has a default quantity schedule and a default revenue schedule, the quantity schedule is calculated first to determine the total product revenue. Then the revenue schedule is applied to that amount.
• If you have a quote line item with a discount, and the corresponding product record has a default schedule, you can’t edit the Discount field.
• If a product has default schedules established on the product record, the schedules are automatically created when you add the product to the opportunity. The dates of the installments begin with the date that you specified when adding the product. If you didn’t specify a product date, the installment dates begin with the opportunity Close Date.
• On default product schedules, we don’t support the type Repeat Amount for each installment for both quantity and revenue schedule types. You can set up repeat schedules for both quantity and revenue schedule types from the Schedules related list on an opportunity product record.
• In Lightning Experience, the Schedules related list on an opportunity product shows the default revenue schedule and the default quantity schedule as two separate items. In Salesforce Classic, the related list combines the schedules in a single item.
• When customizable product schedules are enabled, default field values and formulas aren’t supported by default product schedules.
• If amounts can’t be evenly divided when quantity or revenue schedules are enabled, the remaining amounts are placed into the final schedule period.

Examples of Using Default Product Schedules

• Default Revenue Schedule Only: Your ASP company sells yearly contracts of product licenses at $1,200 per license. When a customer buys licenses, the licenses are all “delivered” at one time, but you recognize the revenue monthly. In this case, set a revenue schedule of Schedule Type=Divide, Installment Period=Monthly, and Number of Installments=12.

  With this default revenue schedule, a salesperson sells 200 licenses at a unit price of $1,200 per license per year on an opportunity on March 15. The 200 licenses are all “delivered” on March 15. The total revenue for this product is the quantity of 200 multiplied by the unit price of $1,200 per year, for a total yearly revenue of $240,000. The revenue schedule divides the total revenue into monthly installments of $20,000 on the 15th of every month for the next year.

• Default Quantity Schedule Only: Your medical supplies company sells a box of tongue depressors for $10 per box. You normally have yearly contracts with hospitals to deliver boxes monthly. In this case, set a quantity schedule of Schedule Type=Repeat, Installment Period=Monthly, and Number of Installments=12.

  With this default quantity schedule, a salesperson sells 1,000 boxes on an opportunity on January 1. The quantity schedule creates 12 monthly installments of 1,000 boxes each, for a total quantity of 12,000 boxes. The total revenue from this opportunity is calculated using the unit price and the total quantity, so $120,000 is booked on January 1.

• Default Quantity and Revenue Schedules: Your manufacturing company sells widgets for $10 each. You normally have yearly contracts to deliver widgets weekly, but your customers pay quarterly. In this case, set a quantity schedule of Schedule Type=Repeat, Installment Period=Weekly, and Number of Installments=52. Set a revenue schedule of Schedule Type=Divide, Installment Period=Quarterly, and Number of Installments=4.

  With these default schedules, a salesperson sells 2,000 widgets on an opportunity on January 1. The quantity schedule is applied first, and it schedules 2,000 widgets to be delivered every week for a year, for a total quantity of 104,000. The total revenue is calculated using the unit price and the total quantity. The total revenue of $1,040,000 is then divided into quarterly installments of $260,000.