User Defined Revenue Form

On the User Defined Revenue form, you can view standard revenue methods that are provided by Vision or create user-defined revenue methods.

Display the User Defined Revenue Form

You display the form in Accounting Configuration.

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Accounting > User Defined Revenue.

Toolbar of the User Defined Revenue Form

Use toolbar options to print the Revenue Method List or display help.

Contents

Field	Description
Print	Click this option to print the Revenue Method List.
Help	Click this option to display the online help.

Contents of the User Defined Revenue Form

Use the grids to see the standard methods and set up user-defined methods.

Standard Methods Grid

This grid displays the six standard revenue methods provided by Vision if you set up Revenue Generation to track one unbilled account. You cannot delete standard revenue methods from Vision.

Field	Description
Standard Methods Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Code	This field displays the code for a standard revenue method. This field displays N — No revenue recognition if you set up Revenue Generation to track multiple unbilled accounts using revenue categories.
Description	This field displays the description for a standard revenue method.

User Defined Methods Grid

Use this grid to establish or modify user-defined revenue methods.

Field	Description
Edit	To modify a user-defined revenue method that you already created, select it in the User Defined Methods grid and click Edit. Use the Revenue Methods dialog box to edit the revenue method formula.
Insert	Click this option to display the Revenue Methods dialog box, on which you create new user-defined revenue methods.
Delete	To delete a user-defined revenue method, click anywhere in its row in the User Defined Methods grid, and click this option. You can delete user-define revenue methods if they are not currently used for any project.
Code	This field displays the code for each user-defined revenue method.
Description	This field displays the description for each user-defined revenue method.
Category	This column displays in the grid only if Revenue Generation is set up to track multiple unbilled accounts using revenue categories. It displays the revenue category assigned to the revenue method.
User Defined Formula Group Box	This field displays the formula for the revenue method that you select in the User Defined Methods grid. To select a revenue method in the grid, click anywhere in its row. Click Review to open the complete formula in the Text Viewer dialog box.