User Defined Revenue Form

On the User Defined Revenue form, you can view standard revenue methods that are provided by Vision or create user-defined revenue methods.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Accounting > User Defined Revenue.

Contents

Standard Methods Grid

Field	Description
Grid	This field displays the six standard revenue methods provided by Vision if you set up Revenue Generation to track one unbilled account. You cannot delete standard revenue methods from Vision. This field displays N — No revenue recognition if you set up Revenue Generation to track multiple unbilled accounts using revenue categories.
Code	This field displays the code for a standard revenue method.
Description	This field displays the description for a standard revenue method.

User Defined Methods Grid

Field	Description
Grid	This field displays the user-defined revenue methods that you create. Click Insert on the grid toolbar to create a new user-defined revenue method.
Code	This field displays the code for a user-defined revenue method.
Description	This field displays the description for a user-defined revenue method.
Category	This column displays in the grid only if Revenue Generation is set up to track multiple unbilled accounts using revenue categories. It displays the revenue category assigned to the revenue method.
Edit	To modify a user-defined revenue method that you already created, select it in the User Defined Methods grid click anywhere in its row and click Edit. Use the Revenue Methods dialog box to edit the revenue method formula.
Insert	Click this option to create a new user-defined revenue method.
Delete	To delete a user-defined revenue method, click anywhere in its row in the User Defined Methods grid, and click this option. You can delete user-define revenue methods if they are not currently used for any project.
User Defined Formula Group Box	This field displays the formula for the revenue method that you select in the User Defined Methods grid. To select a revenue method in the grid, click anywhere in its row. Click Review to open the complete formula in the Text Viewer dialog box.