Previewing Revenue

This section discusses how to preview revenue plans.

Page Name

Definition Name

Usage

Preview Revenue Page

CA_PREVIEW_REVENUE

Preview revenue recognition amounts for amount-based plans before revenue is processed. This page is display-only.

Use the Preview Revenue page (CA_PREVIEW_REVENUE) to preview revenue recognition amounts for amount-based plans before revenue is processed.

This page is display-only.

Navigation:

  • Customer Contracts > Schedule and Process Revenue > Preview Revenue

  • Click Preview Revenue on the Revenue Plan page.

This example illustrates the fields and controls on the Preview Revenue page. You can find definitions for the fields and controls later on this page.

Preview Revenue page

Criteria

Field or Control

Description

Revenue Only

Select to view accounting distribution for the events on this revenue plan.

Both Sides of Entry

Select to view both revenue and its offsetting accounting distribution for events on this revenue plan.

Display

Click to populate the Event Details and Distribution scroll areas with the specified criteria.

Preview Revenue: Event Details Tab

Select the Event Details tab.

View details about events on this revenue plan.

Field or Control

Description

Amount

Displays the amount associated with this contract line.

Note: If the revenue plan status is Action Required or Reversal In Progress, then the amounts that appear here are not up-to-date until the plan has been reviewed or processing is completed.

Preview Revenue: Distribution Tab

Select the Distribution tab.

This example illustrates the fields and controls on the Preview Revenue page: Distribution tab (1 of 2). You can find definitions for the fields and controls later on this page.

Preview Revenue page: Distribution tab (1 of 2)

This example illustrates the fields and controls on the Preview Revenue page: Distribution tab (2 of 2). You can find definitions for the fields and controls later on this page.

Preview Revenue page: Distribution tab (2 of 2)

View accounting distribution details for events on this revenue plan.