Revenue Reporting Detail
API Name: RevenueReportingDetail__c
| Label | API Name | Type | Description |
|---|---|---|---|
| Name | Name |
Text | |
| Account | Account__c |
Lookup(Account) | The account to which this record belongs. Retrieved from the forecast source record or the invoice. |
| Amount | Amount__c |
Currency(16, 2) | The amount of this revenue reporting detail. Retrieved from the forecast source record or the related invoice line items of the same product category. |
| Business Entity | BusinessEntity__c |
Text(255) | The business entity to which this record belongs. Retrieved from the forecast source record or the invoice. |
| Charging Plan | ChargingPlan__c |
Picklist | Specifies how the amount is handled. Empty means it is a one-time item charged in the month of the service period start. Monthly means the amount is included every month. Annual means the amount is an annual fee that is divided by 12 for monthly charging. Picklist values: Monthly, Annual |
| Class | Class__c |
Picklist | Classifies this revenue reporting detail as revenue or revenue deduction. Picklist values: Revenue, Deduction |
| Invoice | Invoice__c |
Lookup(Invoice__c) | The invoice to which the original invoice line items of this revenue reporting detail belong. |
| Invoice Line Item | InvoiceLineItem__c |
Lookup(InvoiceLineItem__c) | The invoice line item based on which this revenue reporting detail has been created. |
| Invoice Line Items | InvoiceLineItems__c |
LongTextArea(1024) | Comma-separated list of invoice line items. Set if multiple invoice line items of one invoice are aggregated based on the same product category. |
| Parent Source Id | ParentSourceId__c |
Text(255) | The ID of the parent source record from which an invoice/credit has been created (for example, an opportunity). |
| Product Category | ProductCategory__c |
Text(255) | Provides an option for filtering certain categories (like licences, supporting hours, etc.). Retrieved from the forecast source record or the original invoice line item. Revenue reporting details with the same product category and class are aggregated. |
| Reporting Hash | ReportingHash__c |
Text(64) | Used for forecast run aggregation - do not edit! |
| Revenue Reporting Period | RevenueReportingPeriod__c |
MasterDetail(RevenueReportingPeriod__c) | The revenue reporting period to which this revenue reporting detail belongs. |
| Service Period End | ServicePeriodEnd__c |
Date | The end date of this revenue reporting detail. |
| Service Period Start | ServicePeriodStart__c |
Date | The start date of this revenue reporting detail. If not provided, falls back to the date of the original invoice. |
| Source Ids | SourceIds__c |
LongTextArea(1024) | Comma-separated IDs of the source records based on which this revenue reporting detail has been created. |
| Type | Type__c |
Picklist | Specifies if this revenue reporting detail has been created by invoicing simulation (Forecasted) or actual invoice finalization (Invoiced). Picklist values: Forecasted, Invoiced |