How to...

After you enable revenue generation, you can create or modify user-defined revenue methods. You can also review the Revenue Method List to make sure that you have the revenue methods in place that your enterprise needs.

Related Topics:

  • Enable Revenue Generation
    When you enable Revenue Generation, DPS recognizes project revenue when the Revenue Generation process is run. If Revenue Generation is not enabled, DPS recognizes project revenue when invoices are posted.
  • Enable or Disable Revenue Methods
    DPS uses a number of standard revenue methods and other user defined revenue methods that you can enable or disable depending on the requirement of you firm.
  • Create a User-Defined Revenue Method
    When you create a user-defined revenue method, you select the fields and operators for the method.
  • Modify a User-Defined Revenue Method
    You can modify a user-defined revenue method's description or formula.
  • Specify a Project's Revenue Method
    For any regular project, you can specify a revenue method.
  • Delete a User-Defined Revenue Method
    When you delete a user-defined revenue method, DPS first determines whether or not that method is assigned to any projects. If it is, DPS prompts you to specify another method for each of those projects before it lets you proceed with the deletion.
  • Print the Revenue Method List
    Review this report to make sure that your database has the revenue methods and calculations that you need.
Parent Topic: User-Defined Revenue Setup