Enable Revenue Generation

When you enable Revenue Generation, Deltek recognizes project revenue when the Revenue Generation process is run. If Revenue Generation is not enabled, Deltek recognizes project revenue when invoices are posted.

If you use multiple companies, you enable and set up Revenue Generation options individually for each company in your enterprise. For each company, you choose the revenue methods, upset limits, revenue groups, and revenue categories that are most suitable for that company. You run Revenue Generation separately for each company in your enterprise.

To enable Revenue Generation:

1. From the desktop application Navigation menu, click Settings > Accounting > Company.
2. On the Revenue tab, select the Enable Revenue Generation Feature check box.
3. To enable the Revenue Groups and the Overall Revenue Calculation feature, select the Enable additional revenue calculations at Project and group levels check box.
4. To track only one unbilled services account and one uninvoiced revenue account, enter those accounts in the Unbilled Services and Uninvoiced Revenue fields.
5. To use the Revenue Categories feature to track multiple unbilled services and uninvoiced revenue accounts, select the Enable tracking for this many revenue categories check box, and select the number of unbilled accounts to track.
6. If you choose to track multiple unbilled services and uninvoiced revenue accounts, enter the unbilled services and uninvoiced revenue accounts for each revenue category in the fields below the Enable tracking for this many revenue categories check box.
7. If Enable Entry of Fee by Billing Category is selected on the Fees tab of the Billing Setup form (Settings > Billing > General), you can also enter a Fee Invoice Billed account for each revenue category. This is the revenue account to which you want to post fee billed revenue for that revenue category.

After you enable Revenue Generation in Accounting Company Settings, you must complete additional Revenue Generation setup steps. After Revenue Generation is enabled, you should not make journal entries to any Revenue or Unbilled Services account. When you run Revenue Generation, Deltek excludes projects whose revenue method is N.