One period's release on a revenue recognition schedule. Lines are created through the data API or an integration; no screen or save creates them. A background job posts a line once its Period Date is today or earlier, it is Pending with no journal and its schedule is Active: it posts a journal dated on the Period Date (debit the schedule's deferred-revenue account, credit its revenue account) and stamps the line Recognized. A line never posts twice, and reversing its journal does not reset it.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
FiscalPeriodId | Fiscal Period | Lookup → FiscalPeriod | | A fiscal period recorded on the line. Not used for posting: the journal resolves its own period from the Period Date. |
Id | Id | Guid | Yes | |
JournalId | Journal | Lookup → Journal | | The recognition journal, set when the line posts. A line with a journal is never posted again. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company. Keep it the same as the schedule's; the journal's company comes from the schedule. |
PeriodDate | Period Date | DateAndTime | | The date the release posts. It becomes the journal date, so its fiscal period must be open; a closed or locked period blocks the line until reopened. |
PeriodNumber | Period Number | Number | | The line's position in the plan. Appears in the journal narration, and lines due on the same date post in this order. |
RecognizedAmount | Recognized Amount | Currency | | The amount actually released, set when the line posts. |
RecognizedDate | Recognized Date | DateAndTime | | The date the release was posted for (the Period Date), set when the line posts. |
RecordTypeId | Record Type | Guid, hidden | | |
ScheduledAmount | Scheduled Amount | Currency | | The amount to release in this period. Must be greater than zero; rounded to two decimals when posted. |
ScheduleId | Schedule | Lookup → RevenueRecognitionSchedule | | The schedule this line releases revenue for. The schedule supplies the GL accounts, the company and the total. |
Status | Status | Text | | Pending or Recognized; defaults to Pending and becomes Recognized when the line posts. Leave it Pending on new lines: a line with a blank status is selected by the job but then skipped. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
