Create a User-Defined Revenue Method

When you create a user-defined revenue method, you select the fields and operators for the method.

If your firm uses multiple companies, the user-defined revenue methods that you set up here are available to all companies in your enterprise.

To create a user-defined revenue method:

1. From the desktop application Navigation menu, select Settings > Advanced Accounting > User Defined Revenue.
2. On the User Defined Revenue form, click Insert on the User Defined Methods grid toolbar.
3. On the Revenue Methods dialog box, enter a Code and a Description for the new revenue method.
4. Select fields and operators to construct the revenue method formula.

   Select each field and operator in the order that you want it to appear in the new formula. You can use up to 30 fields and operators for each revenue method.

5. Click Save and then click Close.