Set Up a Revenue Group

After you enable the Revenue Groups feature, you can set up revenue groups.

To set up a new revenue group, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Revenue > Revenue Groups.
  2. On the Revenue Groups form toolbar, click New.
  3. Complete the fields on the form.

    Revenue groups are identified by the project number of their main project. After you enter a revenue group and save it, the revenue group's main project displays in the lookup list in the Search field at the top right corner of the Revenue Groups form.

  4. When you finish, click Save.