Contents of the Compute Revenue Screen

Use the fields and options to configure the Compute Revenue screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Accounting Period

Use this group box to select which periods to include in the revenue calculation.

Note: If the Restrict Revenue for Closed or N/A Periods check box is selected on the Configure Project Settings screen and you attempt to compute revenue for a Closed or Not Available fiscal year/period/subperiod combination, you receive an error message stating that the period is not open. To compute revenue, you must either select another fiscal year/period/subperiod combination or you must go to the Manage Accounting Periods or Manage Subperiods screen and change the Status of the period/subperiod to Open. The subperiod cannot be open unless the fiscal year and period to which it is tied are also open.

If the period/subperiod is already set to Open but the SJR journal code has a status of Not Available, you will still not be able run this application for that period/subperiod. To compute revenue for that period/subperiod, go to the Manage Accounting Periods or Manage Subperiods screen and change the Status of the SJR code (Compute Sales Jnl (Revenue)) to Open.

Field	Description
Option	This field always displays One.
Fiscal Year	Enter, or click to select, any open fiscal year. This is a required field.
Period	Enter, or click to select, any open accounting period. This is a required field.
Subpd	Enter, or click to select, an open accounting subperiod. You can compute revenue only one subperiod at time. You can select any open subperiod; however, you must run the Compute Burden Costs screen for the subperiod selected. This is a required field.
Ending Date	This non-editable field displays the subperiod ending date.

Projects

Use this group box to identify which projects to include in the Compute Revenue process. Compute revenue for all projects at least once during the period close process.

Field	Description
Option	Use this drop-down list to select the range of projects to include. Valid options are: All One Range From Beginning To End
Start	Use the drop-down list to select the starting project number.
End	Use the drop-down list to select the ending project number.

Revenue Formulas

Use this group box to limit which revenue formulas are included in the calculation.

Field	Description
Option	Use this drop-down list to select the range of revenue formulas to include. Valid options are: All One Range From Beginning To End
Start	Enter, or click to select, the beginning revenue formula for the range to compute. Twenty-six revenue formulas are available via . This field is available only if you selected One, Range, or To End as the Option.
End	Enter, or click to select, the ending revenue formula for the range to compute. Twenty-six revenue formulas are available via . This field is available only if you selected Range or From Beginning as the Option.

Options

Process Options

Use this group box to select various processing options. The Validate Only option examines the revenue setups for direct cost ceilings that are above the revenue level. 

Field	Description
Select	Use this drop-down list to select a processing option. Valid options are: Compute Only: Select this option to compute revenue without setup validation. This selection is the default and is the fastest if there are no direct cost ceilings above the revenue level. Therefore, select the Validate Only option and run this process after completing the initial setup. Ceilings above the revenue level are ignored with the exception of zero ceilings because zero ceilings work more like overrides. The Compute Revenue process ignores any other ceilings above the revenue level.   Validate Only: Select this option to validate the revenue setup. If you select this option, all project setups that have a direct cost ceiling above the revenue level are printed on the error report. This is the only validation that is performed. To speed up the process, change the Apply to R/B/A code to Billing on the Manage Cost Fee Overrides screen for any ceilings above the revenue level. Validate and Compute: Select this option to validate the revenue setup and compute revenue, if the revenue setup is correct. Select this option if you are running Compute Revenue on the process server. The process is not stopped to print the error report.
Process Closed Fiscal Years	Select this check box to allow the Compute Revenue process to compute revenue for fiscal years that are closed. You cannot post revenue for a fiscal year that is closed. If the computation of revenue results in a change to revenue, you must open the fiscal year and period in order to post the change.
Only Projects with Alternate Revenue Profiles	Select this check box to allow the Compute Revenue process to calculate revenue only for projects that have alternate revenue profiles (that is, the project, its parent project, or any of its children is in the ALT_PROJ table). Note: This check box is available only when the Alternate Revenue Calculations database option is selected on the Corporate Settings subtask of the Configure General Ledger Settings screen.
Use Previously-Stored Revenue Calculation Values	Select this check box to compute revenue in a given period using the same revenue calculation values that were used when revenue was last computed for the selected project, fiscal year, period, and/or subperiod. This check box is visible and enabled only if the Allow Use of Previously-Stored Revenue Calculation Values for Compute Revenue check box is selected on the Configure Project Settings screen. If you select this check box, Compute Revenue will check the revenue calculation value log tables first, and will use revenue calculation values (if existing) from these tables for the specific project/fiscal year/period/subperiod. If no values are found, it will look at history tables before proceeding to regular setup tables, if no values exist in the history tables. The application implements this hierarchy record-by-record, based on what identifies a unique record. It is possible for both stored revenue calculation values and regular project setup table records to be used, in cases where a unique record is identified by more than just the project ID. For example, if a Direct Cost Ceiling record was added for a new account after Compute Revenue was previously run for a project/fiscal year/period/subperiod, the Direct Cost Ceiling for that new account would still be applied, since the account is different from what was already stored in the revenue calculation value history.

Prior Year Revenue

Use this group box to specify if prior year revenue should be included in revenue computation. The options in this group box are enabled and editable only if you are calculating revenue for regular periods, as entered in the Accounting Period group box.

Field	Description
Include Adjustment Period Revenue from Prior Fiscal Years	Select this check box to include adjustment period revenue from prior fiscal years in the revenue calculation. You have an option to include a single or multiple fiscal years in the calculation process. This check box is enabled only if the Allow Adjustment Period Revenue Computation & Posting in Subsequent Fiscal Years check box is selected on the Configure Project Settings screen.
Fiscal Year	This field becomes enabled when you select the Include Adjustment Period Revenue from Prior Fiscal Years check box. Use this field to enter a single prior fiscal year to be included in the revenue calculation.
Multiple Fiscal Years	This check box becomes enabled when you select the Include Adjustment Period Revenue from Prior Fiscal Years check box. Select this check box to include multiple fiscal years in the revenue calculation. To specify the fiscal years, go to the Prior Revenue Fiscal Years subtask.
Rate Type	Use this drop-down list to select the rate type you would like to use for calculating revenue. Valid options are: Actual: Select this option to calculate revenue using actual rates. Target: Select this option to calculate revenue using target rates.
Process	Click to compute revenue for the subperiod and range of projects selected.

Subtask

Subtask	Description
Prior Revenue Fiscal Years	Click this link to open the Prior Revenue Fiscal Years subtask, where you can specify the prior fiscal years to be included in the revenue computation.