Allocation Template Dialog Box

Your system administrator creates templates that you can apply as the basis for your estimated revenue allocation information. Use the Allocation Template dialog box to specify the template that you want to apply when estimating revenue allocation.

The allocation templates allow you to calculate your company's desired revenue date, amount, and percentage. This is useful if your enterprise receives revenue for a project at irregular intervals, rather than monthly or quarterly. After you select a template, the Estimated Revenue Allocation Method grid populates with the template's details.

This dialog box is available if your enterprise purchased the DPS CRM Plus application and:

• The Enable Service Estimate option is selected on the Service Estimate tab in Settings > Opportunities.

• Allocation templates are set up on the Estimated Revenue tab in Settings > Opportunities.