How to create a revenue schedule

Assume you have activated schedules.  

The sobject that you will need to model is OpportunityLineItemSchedule.  

Review these links for more details:

https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_opportunitylineitem.htm

https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_opportunitylineitemschedule…

Hope this get you started in the right direction.

Try this:

<skuidpage unsavedchangeswarning="yes" showsidebar="true" showheader="true" tabtooverride="OpportunityLineItem">   <models>
      <model id="OpportunityLineItem" limit="100" query="true" createrowifnonefound="false" sobject="OpportunityLineItem">
         <fields>
            <field id="Id"/>
            <field id="CreatedDate"/>
            <field id="OpportunityId"/>
            <field id="Opportunity.Name"/>
            <field id="HasQuantitySchedule"/>
            <field id="HasRevenueSchedule"/>
            <field id="Discount"/>
            <field id="ServiceDate"/>
            <field id="Description"/>
            <field id="ListPrice"/>
            <field id="Name"/>
            <field id="ProductCode"/>
            <field id="Quantity"/>
            <field id="UnitPrice"/>
            <field id="Subtotal"/>
            <field id="TotalPrice"/>
         </fields>
         <conditions>
            <condition type="modelmerge" value="" field="OpportunityId" operator="=" model="Opportunity" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="deactivate"/>
         </conditions>
         <actions/>
      </model>
      <model id="Opportunity" limit="20" query="true" createrowifnonefound="false" sobject="Opportunity">
         <fields>
            <field id="Name"/>
            <field id="Id"/>
         </fields>
         <conditions>
            <condition type="param" value="id" field="Id" operator="=" enclosevalueinquotes="true" novaluebehavior=""/>
         </conditions>
         <actions/>
      </model>
      <model id="OpportunityLineItemSchedule" limit="20" query="true" createrowifnonefound="false" sobject="OpportunityLineItemSchedule">
         <fields>
            <field id="Revenue"/>
            <field id="Quantity"/>
            <field id="Type"/>
            <field id="Id"/>
            <field id="OpportunityLineItemId"/>
            <field id="OpportunityLineItem.Id"/>
            <field id="Description"/>
            <field id="ScheduleDate"/>
         </fields>
         <conditions>
            <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="OpportunityLineItemId" state="filterableoff" inactive="true" name="OpportunityLineItemId"/>
         </conditions>
         <actions/>
      </model>
   </models>
   <components>
      <pagetitle model="Opportunity">
         <subtitle>Opportunity Products for</subtitle>
         <actions>
            <action type="savecancel"/>
         </actions>
         <maintitle>{{Name}}</maintitle>
      </pagetitle>
      <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="false" model="OpportunityLineItem" mode="readonly">
         <fields>
            <field id="Name" valuehalign="" type=""/>
            <field id="Description" valuehalign="" type=""/>
            <field id="Quantity" decimalplaces="" valuehalign="" type="">
               <summaries>
                  <summary>sum</summary>
               </summaries>
            </field>
            <field id="ListPrice" decimalplaces="" valuehalign="" type=""/>
            <field id="UnitPrice" decimalplaces="" valuehalign="" type=""/>
            <field id="Subtotal" decimalplaces="" valuehalign="" type="">
               <summaries>
                  <summary>sum</summary>
               </summaries>
            </field>
            <field id="TotalPrice" decimalplaces="" valuehalign="" type="" allowordering="true">
               <summaries>
                  <summary>sum</summary>
               </summaries>
            </field>
            <field id="HasQuantitySchedule" type="" valuehalign=""/>
            <field id="HasRevenueSchedule" type="" valuehalign=""/>
         </fields>
         <rowactions>
            <action type="multi" label="Show Schedules" icon="ui-silk-application-form-add">
               <actions>
                  <action type="cancel">
                     <models>
                        <model>OpportunityLineItemSchedule</model>
                     </models>
                  </action>
                  <action type="setCondition" model="OpportunityLineItemSchedule" condition="OpportunityLineItemId" value="{{Id}}"/>
                  <action type="requeryModel" model="OpportunityLineItemSchedule" behavior="standard"/>
                  <action type="drawer" openicon="ui-silk-application-form-delete">
                     <drawer title="Drawer Area" width="90%" closehandle="true">
                        <components>
                           <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="false" model="OpportunityLineItemSchedule" buttonposition="" mode="readonly">
                              <fields>
                                 <field id="Type" valuehalign="" type=""/>
                                 <field id="ScheduleDate"/>
                                 <field id="Quantity" decimalplaces="" valuehalign="" type=""/>
                                 <field id="Revenue" decimalplaces="" valuehalign="" type=""/>
                                 <field id="Description"/>
                              </fields>
                              <rowactions/>
                              <massactions usefirstitemasdefault="true"/>
                              <views>
                                 <view type="standard"/>
                              </views>
                           </skootable>
                        </components>
                     </drawer>
                  </action>
               </actions>
               <renderconditions logictype="or">
                  <rendercondition type="fieldvalue" operator="=" enclosevalueinquotes="false" fieldmodel="OpportunityLineItem" sourcetype="fieldvalue" field="HasQuantitySchedule" value="true"/>
                  <rendercondition type="fieldvalue" operator="=" enclosevalueinquotes="false" fieldmodel="OpportunityLineItem" sourcetype="fieldvalue" field="HasRevenueSchedule" value="true"/>
               </renderconditions>
            </action>
         </rowactions>
         <massactions usefirstitemasdefault="true"/>
         <views>
            <view type="standard"/>
         </views>
      </skootable>
   </components>
   <resources>
      <labels/>
      <css/>
      <javascript/>
   </resources>
</skuidpage>

Thanks, I will give these a look!

I will try this code in a second. I tried following the guides you gave me, and adding it to a pop up in my opportunity wizard. Here are the errors I am receiving.

I really would be happy with it performing the same way that standard sf schedules performs.

Justin, Did you get past your issue? Hopefully my example pointed you in the right direction

Irvin, thanks for all of your help. I will be working on your suggestions today. I have not had time to go through it all yet. Thanks!

Irvin, you have been a big help and have certainly pointed my in the right direction. I was able to use your code to show products and schedules on an opp. How do I allow the schedule to be edited, or established if there isn’t one already?

To be more clear. I have created an Opportunity create wizard. As one of the steps, I want the user to add products, then establish/customize a revenue schedule for each product. Thanks!

Take a look at this page for details on the schedule sobject.

https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_opportunitylineitemschedule…

I see a couple of challenges to work through:

• Reproducing the Establish operation
• Determining which columns to show depending on the type of schedule e.g. Revenue, Quantity or Both.

Thanks. It seems bizarre that this would be so difficult. I cannot be the only person who has wanted to set up revenue schedules on a product, you would think there would be clear instructions…oh well. 

I actually found a suitable workaround for the moment. I created an action on the product table that redirects in a new window to the standard lineId url and allows them to establish a schedule. It isn’t perfect, but it allows me to move on to more pressing matters. If you think of anything better let me know. Thanks!

Hi, Good to hear that you are moving forward.  Let me think about this one.