3442470 - How to Add Revenue Schedule for Opportunity with Revenue Partners

You are attempting to add Revenue Partners to the opportunity and need to add a Revenue Schedule.

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• SAP Sales Cloud Version 2
• SAP Sales and Service Cloud Version 2

1. Open the navigation menu.
2. Select Guided Selling view.
3. In the Guided Selling View, locate and open the desired Opportunity.
4. Within the general tab on the right-hand side, find "Revenue Partners" section.
5. Click "Edit Revenue Partners" button and add the necessary partners.
6. Click "Full Screen" button, which includes a toggle button for Item Level or Header Level
7. Add Revenue schedule 
8. "Split amount between revenue Partners" will be available once you apply revenue scheduling. System will determine the amount per revenue partner based on the assigned % and scheduled revenue. Then display the revenue split amount per partner.
   
   

In Sales Cloud version 2, the revenue schedule can be categorized into two levels: item level and header level.

- Item Level: This refers to the individual items or products within an opportunity that generate revenue. Each item can have its own designated revenue schedule. The Start/End dates for the revenue schedule will be determined based on the revenue associated with each item or product.

- Header Level: The revenue schedule represents the overall revenue schedule for the entire opportunity. It encompasses the combined revenue generated by all the items within the opportunity. Consequently, the Start/End dates for the revenue schedule at the header level will be based on the revenue Start/End dates maintained in the Opportunity header.

Help documentation SAP Sales Cloud Version 2 -> Guided Selling -> Add Revenue Partners

Revenue Schedule; Partners; Opportunity; Guided Selling; item level; header level;dash; , KBA , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , How To