Use these fields and options to create a user-defined revenue method.
Field | Description |
Code
|
Enter a unique code for the revenue method.
|
Description
|
Enter a description for the revenue method.
|
Category
|
This column displays in the grid if Revenue Generation is set up to track multiple unbilled
accounts using revenue categories.
Enter a revenue category for the revenue method.
After you associate a revenue method with a
project, you cannot change the revenue category for a revenue method.
|
Fields
|
Click the item you want to add to the revenue formula and then click
Add>>. Select each field and operator in the order in which you want it to appear in the new formula.
For each revenue method, you can use up to 30 fields.
If you use multiple currencies, an asterisk (*) beside a field indicates that any condition that results in a transaction with a zero cost amount can cause unexpected results when Revenue Generation translates from billing currency to functional currency to
project currency. This revenue method is not recommended for multiple currency situations that may have a zero cost transaction.
|
Operators
|
Click the appropriate
Operator button to connect the previous field you selected to the next field you select to create the revenue formula. Select each field and operator in the order you want it to appear in the new formula.
For each revenue method, you can use up to 30 operators.
|
Add>>
|
After you select a field in the
Fields box, click this button to add the field to the user-defined revenue formula. The field displays in the
Custom Formula box.
|
<<Remove
|
Click this button to remove the last item listed in the
Custom Formula box.
|
Close
|
Click this button to close the form after responding to the prompt
Do you want to save your changes?
|
Custom Formula
|
This area displays the formula for the revenue method as you build it using the items in the
Fields box and the
Operator buttons.
Select an item from the
Fields box, click
Add>>, and then click an
Operator button to connect the next piece of the formula. Select each field and operator in the order you want it to appear in the new formula.
For each revenue method, you can use up to 30 fields and operators.
|