What happens when you enable Revenue Schedules or Quantity Schedules in Salesforce?

Revenue Schedules are created for Opportunity Line items when Revenue Scheduling is enabled and Quantity Schedules are created for Opportunity Line Items when Quantity Scheduling is enabled.

When you enable Revenue Scheduling, Salesforce changes the metadata in your org and creates a new standard field on the Product object. A similar change happens when you enable Quantity Scheduling.

  • The field CanUseQuantitySchedule is created on the Product object in your org when Quantity Scheduling is enabled.
  • The field CanUseRevenueSchedule is created on the Product object in your org when Revenue Scheduling is enabled.

These new fields are created without any Field Level Security (FLS). This means that for users to interact with the fields, they need permissions.

As a native app, Flexpricer must abide by Salesforce’s field level security for standard fields, which means that users must be given read access to the newly created field(s) so that Flexpricer knows whether or not scheduling is enabled for a Product.

The post-installation notes refer to the fields and requiring read access to them, however as Revenue Scheduling and Quantity Scheduling can be enabled long after installation, it’s important to be aware of providing your sales users with access to them to prevent errors appearing in the Flexpricer interface.

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