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ExtensibilityWorkflowRevenue tasks in Workflow

Use link and delink Revenue tasks in Workflow

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Use the Revenue Link/Delink task in Workflow to automate supported Revenue Workbench realignment actions at the revenue-contract (RC), performance-obligation (POB), transaction-line, or charge level.

1

Navigate to Extension Studio > Workflow and create or edit a workflow.

2

Add a task and search for the Revenue category.

3

Select Link/Delink and choose the operation and hierarchy level exposed by your tenant, such as link-rc, delink POB, or a line-level operation.

4

Map the required Revenue identifiers, including the source RC and target, POB, line, or charge identifiers as applicable

5

Add a condition or approval step before the mutation when the operation can affect revenue recognition or accounting data.

6

Connect the success and failure paths. Review the task output and run history after execution.

7

Use sequential processing when several actions operate on the same RC or when one task’s output is required by the next task.