Search Considerations for Advanced Revenue Management (Essentials)
A search type called Revenue Recognition Plans and Schedules is available when the features Revenue Recognition and Advanced Revenue Management (Essentials) are both enabled. To access the search, your role must include the permission Revenue Recognition Plans. This search type is in addition to the Revenue Recognition Schedules and Revenue Recognition Plan search types for classic revenue recognition and Advanced Revenue Management (Essentials) respectively.
The Revenue Recognition Plans and Schedules search includes a new field called Revenue Recognition Type to identify which revenue recognition type the data belongs to. The field values are Schedule for data from classic revenue recognition schedules and Plan for data from Advanced Revenue Management (Essentials) revenue recognition plans.
A field in the Transaction type advanced search criteria filters identifies which transactions have generated a revenue arrangement. The field is Generates Revenue Arrangement. The field is hidden in the UI and included only in search. When a transaction generates a revenue arrangement, the value is true.
If you want to include fields from revenue elements in your sales transaction searches, use fields from the Generated Revenue Element Fields joined record. Fields from the Revenue Element Fields joined records return values only for revenue arrangement searches.