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Creating Revenue Plan Templates

You must set up revenue plan templates before users can add the templates to agreement line items. In the template, you can assign the units to use (for example, days, weeks, or months). You must also specify the product associated with the revenue template. For more information about adding the plans to agreement line items, see Managing Line Item Revenue for Agreements (End User). For more information about creating revenue plan templates, see Siebel Forecasting Guide.

This task is a step in Roadmap for Administering Agreements.

To create a revenue plan template

1. Navigate to the Administration - Forecast screen, then the Revenue Templates view.
2. Create a new revenue template record, and complete the fields as appropriate.