Setup Requirements for the Revenue Recognition Approval Workflow
Prerequisites
Before installing the Revenue Recognition Approval Workflow, be sure to enable the following features and preference:
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Go to Setup > Company > Enable Features, and enable the following:
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On the Accounting subtab, check the Advanced Revenue Management (Essentials) box.
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On the Employees subtab, check the Approval Routing box.
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On the SuiteCloud tab, check the SuiteFlow box.
For guidelines when using the SuiteFlow feature, see Enabling SuiteFlow.
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Go to Setup > Accounting > Accounting Preferences, and on the Approval Routing subtab, check the Revenue Arrangements box.
For more information about enabling features and preferences, see Enabling Features.
Installing the Advanced Revenue Recognition SuiteApp
The Revenue Recognition Approval Workflow is included in the Advanced Revenue Recognition SuiteApp. To install, go to Customization > SuiteBundler > Search & Install Bundles. On the Search & Install Bundles page, look for the SuiteApp with the following details:
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Bundle Name – Advanced Revenue Recognition
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Bundle Id – 92373
This is a managed SuiteApp that is automatically updated whenever there are upgrades. Issue fixes and enhancements are available after the SuiteApp is updated in your account.
For more information about installing a SuiteApp, see Installing a Bundle.
Roles and Permissions
Roles for the Revenue Recognition Approval Workflow are based on those used in the Advanced Revenue Management:
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Revenue Accountant – Revenue arrangements can be submitted for approval using this role only. You must assign this role to reviewers of revenue arrangements.
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Revenue Manager – By default, the ability to approve revenue arrangements is enabled for this role. However, the option to approve revenue arrangements is not limited to users with this role.
To assign either of the roles to existing users, see Assigning Roles to an Employee.
To enable approval of revenue arrangements, you can set up the permission on the Role record. Go to Setup > Users/Roles > Manage Roles, and then edit the Role record. On the Role page, click the Permissions subtab to add the following permission:
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Permission – Revenue Arrangement
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Subtab – Transactions
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Minimum Permission – Edit
This permission enables users of the role to approve and reject revenue arrangements. For more information about assigning permissions, see Setting Permissions.
The Revenue Recognition Approval Workflow also adds the following custom fields on Employee records:
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Revenue Recognition Approver
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Revenue Recognition Limit
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Revenue Recognition Approval Limit
The values in these fields are used as validation criteria for the approval routing. By default, the fields are displayed when you create new custom Employee forms. To view or add the fields on your custom Employee form, go to Customization > Forms > Entry Forms, and then click the Edit link for the custom form. On the Custom Entry Form page, click the Fields subtab. Look for the Human Resources: Revenue Recognition subtab that contains the list of the revenue recognition fields. In the Show column, verify that the box for each field is checked. For more information about the custom fields, see Setting Up Employee Records for Approval Routing.