Modify a User-Defined Revenue Method

You can modify a user-defined revenue method's description or formula.

To modify a user-defined revenue method:

1. In the Navigation pane, select Settings > Accounting > User Defined Revenue.
2. In the Revenue Methods grid of the Revenue Methods settings form, click anywhere in the row of the method that you want to modify.
3. Click Edit on the grid toolbar.
   The Revenue Methods dialog box displays.
4. Modify the revenue method's description and the fields and operators that make up the custom formula.

   • To add a field or operator to the Custom Formula box, click a field in the Fields box and then click Add Field. Or, click one of the Operators buttons in the Operators box. The operator is automatically added to the Custom Formula box.

   • To remove the last item from the Custom Formula box, click Remove.

5. Click Save.