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: Revenue & Projects
- 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 · 1 action
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 |
What you can do here
Satisfied primary
The promise is kept
Asks for: Satisfied on
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.