RevenuePlan
Manages structured revenue plans, outlining expected revenue recognition timelines and allocation rules.
Columns
| Name | Type | References | Description |
| Id [KEY] | Integer | The unique identifier (Id) for the revenue plan record. | |
| amount | Decimal | The monetary amount allocated to the revenue plan, representing the total revenue expected to be recognized. | |
| amountsource | String | Specifies the source from which the revenue amount was derived, such as contract value, invoice total, or custom calculation. | |
| catchupperiod | String | Indicates the specific accounting period used for catch-up revenue recognition adjustments, if applicable. | |
| comments | String | Additional remarks or explanatory notes associated with the revenue plan entry. | |
| createdfrom | String | Identifies the originating transaction or record that initiated the creation of this revenue plan. | |
| enddatechangeimpact | String | Describes how changes made to the end date of the revenue recognition schedule impact the overall revenue calculation and recognition timing. | |
| exchangerate | Decimal | Exchange rate applied to convert amounts from the transaction currency to the revenue plan currency. | |
| holdrevenuerecognition | Boolean | Indicates whether revenue recognition is currently on hold for this plan, temporarily pausing all associated recognition activities. | |
| initialamount | Decimal | The initial amount set at the inception of the revenue plan, used as a reference for future adjustments and recognition. | |
| item | String | References the specific item, product, or service related to the revenue being recognized under this revenue plan. | |
| parentlinecurrency | String | Specifies the original currency used on the parent transaction line from which this revenue plan derives. | |
| periodoffset | String | Determines the number of periods offset from the original recognition schedule, if any adjustments are required. | |
| recognitionmethod | String | Defines the method or approach used for revenue recognition, such as straight-line, milestone-based, or event-driven. | |
| recognitionperiod | Integer | The total number of accounting periods across which the revenue is scheduled to be recognized. | |
| recordnumber | String | The assigned number or Id for tracking and referencing the revenue plan internally. | |
| remainingdeferredbalance | Decimal | The amount of revenue that remains deferred and not yet recognized as of the current period. | |
| revenueplancurrency | String | Specifies the currency in which this revenue plan is denominated and reported. | |
| revenueplantype | String | Classifies the revenue plan into types based on their nature, such as forecast, actual, or budgeted plans. | |
| revenuerecognitionrule | String | References the specific accounting rule or policy governing how revenue is recognized for this plan. | |
| revrecenddate | Date | The planned or actual date on which revenue recognition for this revenue plan ends. | |
| revrecenddatesource | String | Indicates the source or basis from which the revenue recognition end date was derived, such as contract terms or user-defined criteria. | |
| revrecstartdate | Date | The planned or actual date on which revenue recognition for this revenue plan begins. | |
| revrecstartdatesource | String | Indicates the source or criteria used to determine the revenue recognition start date, including contract commencement or invoice date. | |
| startoffset | String | Represents the number of periods offset from the original start date of the recognition schedule due to adjustments or changes. | |
| status | String | The current status of the revenue plan, such as active, completed, pending approval, or cancelled. | |
| terminmonths | Integer | Specifies the total duration of the revenue recognition term, measured in months. | |
| totalrecognized | Decimal | The cumulative amount of revenue already recognized to date under this specific revenue plan. |