One period's slice of a revenue-recognition schedule: the amount planned for release, the amount actually recognized, and the journal that posted it. The background sweep picks up lines whose date has arrived while the parent schedule is still active, and posting is safe to retry because a line that already carries a journal or has left the pending state is skipped. The schedule's recognized-to-date total is summed from these lines, which is what keeps the deferred balance tied to the ledger.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
FiscalPeriodId | Fiscal Period | Lookup → FiscalPeriod | | |
Id | Id | Guid | Yes | |
JournalId | Journal | Lookup → Journal | | The recognition journal that posted this line. It doubles as a re-delivery guard: a line already carrying a journal is skipped when the background job runs again, which is what makes the sweep safe to retry. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
PeriodDate | Period Date | DateAndTime | | The date the release falls due. The background sweep compares this against the current date, so it, rather than any linked fiscal period, is what actually triggers recognition. |
PeriodNumber | Period Number | Number | | The line's position in the release sequence, starting at one. It orders the schedule internally and is not a fiscal period number, so it should not be matched against the accounting calendar. |
RecognizedAmount | Recognized Amount | Currency | | The amount actually released once the line posted. Only lines that reached the recognized state contribute to the parent schedule's recognized total. |
RecognizedDate | Recognized Date | DateAndTime | | |
RecordTypeId | Record Type | Guid, hidden | | |
ScheduledAmount | Scheduled Amount | Currency | | The amount planned for release in this period. On a straight-line plan every line is equal except the final one, which carries the rounding remainder so the schedule totals exactly. |
ScheduleId | Schedule | Lookup → RevenueRecognitionSchedule | | |
Status | Status | Text | | Either Pending or Recognized. An unset value is treated as Pending by the background sweep, so a line with no status is still picked up rather than being stranded unposted. |
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 |
