Change Information for Revenue Recognition Records
Changes in Advanced Revenue Management (Essentials) and Advanced Revenue Management (Revenue Allocation) records are captured for reference. Users who can view the records can also view the change information. The location of the change information varies for the different record types.
Revenue Arrangements
Revenue arrangements have the standard System Information subtab with a System Notes subtab for changes that the revenue arrangement as a whole. Changes that appear in the system notes include record creation, updates to values in the transaction form, and processes such as allocation. Revenue arrangements have no general ledger impact. For more information about system notes, see Viewing Transaction System Notes.
The Revenue Element subtab of the revenue arrangement includes a Revenue Arrangement Version subtab. For information about this subtab, see Revenue Arrangement Version.
Revenue Elements and Revenue Recognition Rules
Revenue element and revenue recognition rule records include a System Notes subtab. This subtab contains a list of changes similar to the transaction system notes. The columns displayed in the list can be customized, but by default, they include the following:
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Date
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Set By
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Context
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Type
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Field
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Old Value
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New Value
The System Notes subtab for revenue elements is on the Custom subtab.
Revenue Recognition Plans
The System Notes subtab for revenue plans records changes in the plan as a whole, including processes and edits to fields in the plan form. The default view includes the same columns as the revenue element system notes.
The Planned Revenue subtab of the revenue plan includes a Previous Revenue Plans subtab. This subtab displays a list of previous versions of planned revenue lines with the date and user name of the change. The version number is a link to a page that lists the planned revenue lines of the previous version. The list includes the following information for each plan line:
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Planned period
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Amount
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Journal
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Posting Period
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Deferral account
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Recognition account
Setup Records
Item revenue category, fair value formula, and fair value price records also have system notes like the other non-transaction records. For fair value prices, the system notes are on the Custom subtab. The default view includes the same columns as the revenue element system notes. The Advanced Revenue Management (Revenue Allocation) feature must be enabled to view these setup records. For more information, see Enabling the Advanced Revenue Management (Revenue Allocation) Feature.