Prerequisites for Running Revenue Estimate Processes

Before you can run the revenue estimate processes, you must perform the following tasks:

1. Enable commitment control accounting for PeopleSoft Receivables on the Installation Options - Installed Products page.

2. Set up the system for commitment control accounting.

3. Review the source transaction definition for the commitment control transactions for the Revenue Estimate process and for direct journal payments.

4. If the system function for an item entry type specifies that the revenue estimate bucket is user-defined, specify which bucket to update for each entry reason.

5. If the system function for an automatic entry type specifies that the revenue estimate bucket is user-defined, specify which bucket to update for each entry reason.

6. Make sure the user-defined accounting lines (revenue lines) contain ChartFields in the control budget ledger.

7. Define the defaults for revenue estimate processing for each business unit by TableSet on the Receivables Options - General 2 page.

8. Disable PeopleSoft Billing and PeopleSoft Contracts on the Installed Products page if you do not have those products installed on your system.

   Disabling these products improves performance because the Revenue Estimate process does not search records in PeopleSoft Billing or PeopleSoft Contracts for revenue lines.