Accounting › Revenue Recognition
Performance Obligations
A promise that is distinct. Three lines on an order can be one obligation, and one line can be three — and the allocation moves money between them.
Where to find it
- Module: Accounting
- Group: Recognition
- Section: Revenue Recognition
- Screen: Performance Obligations
Address in the console: /accounting/rev-obligations
List · 11 columns · 26 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Contract | Code | contract_no |
| Line | Number | line_no |
| Obligation | Text | name |
| Type | Status | obligation_type |
| Timing | Status | timing |
| Order price | Amount | contract_price |
| Allocated | Amount | allocated_amount |
| Adjustment | Amount | allocation_adjustment |
| Recognised | Amount | recognised_to_date |
| Remaining | Amount | remaining_to_recognise |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Contract required | Choice | Looked up from existing records | |
| Line | Number | ||
| Name required | Text | ||
| Template | Choice | Looked up from existing records | |
| Item | Choice | Looked up from existing records | |
| Type | Choice | Configuration list | |
| Quantity | Number | ||
| Price on the order | Number | ||
| Standalone price per unit | Number | ||
| Standalone price total | Number | ||
| Timing | Choice | Configuration list | |
| Progress measure | Choice | Configuration list | |
| Start | Date | ||
| End | Date | ||
| Term (months) | Number | ||
| Estimated cost | Number | ||
| Actual cost | Number | ||
| Units total | Number | ||
| Units delivered | Number | ||
| Percent complete | Number | ||
| Satisfied on | Date | ||
| Revenue account | Choice | Looked up from existing records | |
| Deferred revenue account | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Distinct | Yes or no | ||
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.