Create an Implied Performance Obligation Template

This example shows you how to configure an implied performance obligation template.

To create an implied performance obligation template:

  1. Navigate to the task Manage Implied Performance Obligation Templates.
  2. Click the Add icon to create a new template.
  3. On the Create Implied Performance Obligation Template page, in the header section enter these values:
    Field Value
    Name Free Car Charger with Phone
    Satisfaction Method Require complete
    Enabled Yes
    Currency USD
    Description Car charger implied with phone
    Default Classification Phones
  4. On the Promised Details tab, enter these values:
    Field Value
    Item Car Charger
    Satisfaction Measurement Model Quantity
    UOM Each
    Quantity 1
  5. On the Included Conditions tab, click Add Condition and enter the following values:
    Field Value
    Left Hand Expression:
    Expression Type Attribute
    Operand Name Item Number
    Operator Equals
    Right Hand Expression:
    Operand Value Mobile Phone A
  6. Click OK.
  7. Click Save and Close.

To process implied performance obligations:

  1. Run the Validate Customer Contracts and Identify Customer Contracts processes. After the processes complete successfully with no errors, the application automatically generates a contract with performance obligations, including the implied performance obligation.
  2. Create the satisfaction events manually in the Manage Customer Contracts page to enable Revenue Management to recognize revenue for the implied performance obligation. For over time implied performance obligations with a satisfaction measurement model of Period, you must update the plan start and end dates manually in the Manage Customer Contracts page.
Note: To fully automate the integration from the source applications to Revenue Management without manually adding satisfaction events, import the implied promise as a source document line data with the appropriate quantity and a unit selling price of 0 (zero). Import any satisfaction events for those implied promises when they are satisfied. Import any satisfaction events for those implied promises when they are satisfied.