A revenue template defines the revenue recognition schedule for the flat/fixed amount associated with a contract line.


List Revenue Templates

readByQuery

<readByQuery>
    <object>CONTRACTREVENUETEMPLATE</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use CONTRACTREVENUETEMPLATE
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. Illegal XML characters must be properly encoded. The following SQL operators are supported: <, >, >=, <=, =, like, not like, in, not in. When doing NULL comparisons: IS NOT NULL, IS NULL. Multiple fields may be matched using the AND and OR operators. Joins are not supported. Single quotes in any operands must be escaped with a backslash - For example, the value Erik's Deli would become 'Erik\'s Deli'.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

query

Name Required Type Description
STATUS Optional string Status. Use T for Active, F for Inactive.
METHOD Optional string Recognition method. Use S for Straight line, D for Daily rate, Q for Quantity based, P for Predefined percentages, C for Project percent complete, or T for Task percent complete.
SOURCE Optional string Recognition method source. Use E for Estimated hours, O for Observed % completed, B for Budgeted hours, or P for Planned hours.
POSTINGTYPE Optional string Default posting type. Use A for Automatic, M for Manual.
RESUMEOPTION Optional string Revenue adjustment option. Use C or One time, D for Distributed, or W for Walk forward.

Get Revenue Template

read

<read>
    <object>CONTRACTREVENUETEMPLATE</object>
    <keys>1</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use CONTRACTREVENUETEMPLATE
keys Required string Revenue template RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Get Revenue Template by Name

readByName

<readByName>
    <object>CONTRACTREVENUETEMPLATE</object>
    <keys>40-30-20-10rev</keys>
    <fields>*</fields>
</readByName>

Parameters

Name Required Type Description
object Required string Use CONTRACTREVENUETEMPLATE
keys Required string Revenue template NAME to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Create Revenue Template

create

<create>
    <CONTRACTREVENUETEMPLATE>
        <NAME>BasicRev</NAME>
        <DESCRIPTION>Basic straight line</DESCRIPTION>
        <METHOD>Straight line</METHOD>
        <POSTINGTYPE>Manual</POSTINGTYPE>
    </CONTRACTREVENUETEMPLATE>
</create>

Create a revenue template based on predefined percentages:

<create>
    <CONTRACTREVENUETEMPLATE>
        <NAME>40-30-20-10rev</NAME>
        <DESCRIPTION>Declining percentages at 2, 4, 6, and 8 months</DESCRIPTION>
        <METHOD>Predefined percentages</METHOD>
        <CONTRACTREVENUETEMPLATEENTRIES>
            <CONTRACTREVENUETEMPLATEENTRY>
                <PERIODOFFSET>2</PERIODOFFSET>
                <PERIODPERCENT>40</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
            <CONTRACTREVENUETEMPLATEENTRY>
                <PERIODOFFSET>4</PERIODOFFSET>
                <PERIODPERCENT>30</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
            <CONTRACTREVENUETEMPLATEENTRY>
                <PERIODOFFSET>6</PERIODOFFSET>
                <PERIODPERCENT>20</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
            <CONTRACTREVENUETEMPLATEENTRY>
                <PERIODOFFSET>8</PERIODOFFSET>
                <PERIODPERCENT>10</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
        </CONTRACTREVENUETEMPLATEENTRIES>
    </CONTRACTREVENUETEMPLATE>
</create>

Create a revenue template based on project completion percentages and step thresholds:

<create>
    <CONTRACTREVENUETEMPLATE>
        <NAME>10-20-30-40Proj</NAME>
        <DESCRIPTION>Increasing recognition percentages at 25, 50, 75, and 100 percent project completed</DESCRIPTION>
        <METHOD>Project percent complete</METHOD>
        <STEPTEMPLATE>true</STEPTEMPLATE>
        <CONTRACTREVENUETEMPLATEENTRIES>
            <CONTRACTREVENUETEMPLATEENTRY>
                <STEPPERCENT>25</STEPPERCENT>
                <PERIODPERCENT>10</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
            <CONTRACTREVENUETEMPLATEENTRY>
                <STEPPERCENT>50</STEPPERCENT>
                <PERIODPERCENT>20</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
            <CONTRACTREVENUETEMPLATEENTRY>
                <STEPPERCENT>75</STEPPERCENT>
                <PERIODPERCENT>30</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
            <CONTRACTREVENUETEMPLATEENTRY>
                <STEPPERCENT>100</STEPPERCENT>
                <PERIODPERCENT>40</PERIODPERCENT>
            </CONTRACTREVENUETEMPLATEENTRY>
        </CONTRACTREVENUETEMPLATEENTRIES>
    </CONTRACTREVENUETEMPLATE>
</create>

Parameters

Name Required Type Description
CONTRACTREVENUETEMPLATE Required object Object to create

CONTRACTREVENUETEMPLATE

Name Required Type Description
NAME Required string Revenue template name
DESCRIPTION Optional string Description
METHOD Optional string Recognition method. Use Straight line, Daily rate, Quantity based, Predefined percentages, Project percent complete, or Task percent complete. (Default: Straight line)
SOURCE Optional string Recognition method source for Project percent complete or Task percent complete recognition methods. Use Estimated hours, Observed % completed or Planned hours. For Project percent complete, Budgeted hours is available as well. (Default: Estimated hours)
POSTINGTYPE Optional string Default posting type. Use Automatic or Manual. For Project percent complete or Task percent complete recognition methods, this field is always set to Manual. (Default: Manual)
STATUS Optional string Status. Use active for Active otherwise use inactive for Inactive. (Default: active)
RESUMEOPTION Optional string Revenue adjustment option. Determines how the system handles revenue scheduled prior to the item’s delivery date. This option is only applicable for Straight line or Daily rate revenue recognition methods. You must have Fulfillment status tracking enabled for your company. Use One time, Distributed, or Walk forward.
STEPTEMPLATE Optional boolean Step revenue for Project percent complete or Task percent complete recognition methods. Use true to use step revenue (so that you can set threshold percentage values at which revenue can be recognized) or false.
CONTRACTREVENUETEMPLATEENTRIES Optional CONTRACTREVENUETEMPLATEENTRY[1…n] Template details for either Predefined percentages or for Step revenue for Project percent complete/Task percent complete.

CONTRACTREVENUETEMPLATEENTRY

Name Required Type Description
PERIODOFFSET Optional integer Number of months offset when using the Predefined percentages recognition method
STEPPERCENT Optional number Threshold percentage for Step revenue when using Project percent complete/Task percent complete. Useful if you recognize revenue in stages as a project progresses, but don’t recognize the revenue in exact proportion to the project’s percentage of completion as many last minute changes usually come in at the end of a project. The percentages must be in ascending order, for example, the first entry might be at 25, the next at 50, 75, then 100.
PERIODPERCENT Optional number Percentage to recognize at either the Number of months offset or at the Threshold percentage. Must add up to 100 percent.

Update Revenue Template

update

<update>
    <CONTRACTREVENUETEMPLATE>
        <NAME>40-30-20-10rev</NAME>
        <DESCRIPTION>New description</DESCRIPTION>
    </CONTRACTREVENUETEMPLATE>
</update>

Parameters

Name Required Type Description
CONTRACTREVENUETEMPLATE Required object Object to update

CONTRACTREVENUETEMPLATE

Name Required Type Description
RECORDNO Optional integer Record number of object. Required if not using name.
NAME Optional string Revenue template name. Required if not using record number.
DESCRIPTION Optional string Description
METHOD Optional string Recognition method. Use Straight line, Daily rate, Quantity based, Predefined percentages, Project percent complete, or Task percent complete.
SOURCE Optional string Recognition method source for Project percent complete or Task percent complete recognition methods. Use Estimated hours, Observed % completed or Planned hours. For Project percent complete, Budgeted hours is available as well.
POSTINGTYPE Optional string Default posting type. Use Automatic or Manual. For Project percent complete or Task percent complete recognition methods, this field is always set to Manual.
STATUS Optional string Status. Use active for Active otherwise use inactive for Inactive.
RESUMEOPTION Optional string Revenue adjustment option. Determines how the system handles revenue scheduled prior to the item’s delivery date. This option is only applicable for Straight line or Daily rate revenue recognition methods. You must have Fulfillment status tracking enabled for your company. Use One time, Distributed, or Walk forward.
STEPTEMPLATE Optional boolean Step revenue for Project percent complete or Task percent complete recognition methods. Use true to use step revenue (so that you can set threshold percentage values at which revenue can be recognized) or false.
CONTRACTREVENUETEMPLATEENTRIES Optional CONTRACTREVENUETEMPLATEENTRY[1…n] Template details for either Predefined percentages or for Step revenue for Project percent complete/Task percent complete. When updating template details, you are providing a complete new set of entries (existing entries are deleted).

CONTRACTREVENUETEMPLATEENTRY

When updating template details, you are providing a complete new set of entries (existing entries are deleted).

Name Required Type Description
PERIODOFFSET Optional integer Number of months offset when using the Predefined percentages recognition method
STEPPERCENT Optional number Threshold percentage for Step revenue when using Project percent complete/Task percent complete. Useful if you recognize revenue in stages as a project progresses, but don’t recognize the revenue in exact proportion to the project’s percentage of completion as many last minute changes usually come in at the end of a project. The percentages must be in ascending order, for example, the first entry might be at 25, the next at 50, 75, then 100.
PERIODPERCENT Optional number Percentage to recognize at either the Number of months offset or at the Threshold percentage. Must add up to 100 percent.

Delete Revenue Template

delete

<delete>
    <object>CONTRACTREVENUETEMPLATE</object>
    <keys>112</keys>
</delete>

Parameters

Name Required Type Description
object Required string Use CONTRACTREVENUETEMPLATE
keys Required string Revenue template RECORDNO to delete

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