Delete a User-Defined Revenue Method

When you delete a user-defined revenue method, Vision first determines whether or not that method is assigned to any projects. If it is, Vision prompts you to specify another method for each of those projects before it lets you proceed with the deletion.

To delete a user-defined revenue method, complete the following steps:

1. From the Vision Navigation menu, select Configuration > Accounting > User Defined Revenue.
2. In the User Defined Methods grid on the User Defined Revenue form, click in the row of the revenue method to delete.
3. Click Delete to delete the user-defined revenue method.
4. In response to the confirmation prompt, click Yes.

   Vision removes the user-defined revenue method from the User Defined Methods grid.