Setting Up Revenue & Quantity Scheduling

Revenue Scheduling

Here are the simple steps for setting up Revenue Schedules:

1. Edit the Opportunity Page layout.

• Add these two fields to the page layout:
  # Schedules
  Total Schedule Revenue
• Add this Lightning Action:
  Manage Schedules
• Add the Product Schedules Related List.

2. Edit the Opportunity Lighting Page Layout.

• Go to an existing Opportunity in the system.
• Click the cog in the top right corner of Salesforce.
• Click “Edit Page”.
• In the left sidebar, find the “Custom” section.
• Drag “editSchedulesParent” onto the page (typically, we position it below the stage lightning path).
• Click Save.

3. Edit the Opportunity Product Page Layout.

• Edit the page layout and add these fields:
  # Schedules
  Projection Method
  Schedule Start Date
  Schedule Type

4. Edit the Opportunity Product Multi-Line Layout. You’ll find the link for this at the top of the Opportunity Product page layout

• Move these four fields from the left to the right column and Save.
  # Schedules
  Projection Method
  Schedule Start Date
  Schedule Type

Quantity Scheduling

Here are the simple steps for setting up Quantity Schedules:

1. Set Quantity Schedules as the default:

• Go to Setup, Object Manager, Opportunity Product.
• Select Fields & Relationships.
• Select the Schedule Type field.
• Change the Default to Quantity.

2. Edit the Opportunity Page layout:

• Add these two fields to the page layout:
  # Schedules
  Total Scheduled Quantity
• Add this Lightning Action:
  Manage Schedules
• Add the editSchedulesParent via the Lightning Page
• Add the Product Schedules Related List.

3. Edit the Opportunity Lighting Page Layout:

• Go to an existing Opportunity in the system.
• Click the cog in the top right corner of Salesforce.
• Click “Edit Page”.
• In the left sidebar, find the “Custom” section.
• Drag “editSchedulesParent” onto the page (typically, we position it below the stage lightning path).
• Click Save.

4. Edit the Opportunity Product Page Layout.

• Edit the page layout and add these fields:
  # Schedules
  Projection Method
  Schedule Start Date
  Schedule Type

5. Edit the Opportunity Product Multi-Line Layout. The link for this is at the top of the Opportunity Product page layout.

• Move these two fields from the left to the right column and Save.
  # Schedules
  Projection Method
  Schedule Start Date
  Schedule Type