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, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Accounting > User Defined Revenue.
2. In the User Defined Methods grid of the User Defined Revenue form, click anywhere in the row of the method that you want to modify.
3. Click Edit.
4. On the Revenue Methods dialog box, modify the revenue method's description and the fields and operators that make up the custom formula.

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

   • To add a field or operator to the Custom Formula box, click a field in the Fields box and then click Add>>, or click an Operators button to the left of the Custom Formula box.

5. Click Save, then Close.