Adding Line Item Revenue to Agreement Line Items
The Line Item Revenue view in the List view of the Agreements screen displays all revenue records associated with an agreement line item.
To add line item revenue to an agreement line item
Navigate to the Agreements screen, then the List view.
Drill down on the Name field for a selected agreement, and click the Line Item Revenue view tab.
Scroll down to the Revenue list.
The list shows all the revenue for the selected agreement line item. For example, if the service agreement is for $15,000 with a nonrecurring charge of $3,000 and 12 additional charges of $1,000 for each month, then 13 revenue line items appear for the 13 payments.
You use the 2 drop-down lists at the start of the Revenue list to query of existing revenue records in this list. One field allows you to select records for specific products, the other field allows you to select records for specific users.
Create a new revenue record, and complete the fields as appropriate.
Some fields are described in the following table.
Field Comments Revenue Date
Select the date of expected revenue.
Amount
Type the amount of revenue expected on the date in the Revenue Date field.
Alternatively, you can click Revenue Wizard. A script wizard (Revenue Schedule Script) appears to help you enter multiple revenue records over time. The wizard asks you questions about the number of payments, account, opportunity information, and so on. You can customize the Revenue Schedule Script, if required.
(Optional) To view the information in different formats, click the Chart or the Spreadsheet view tab.
The Spreadsheet view shows the service product associated with the agreement line item and the revenue associated with the line item. The revenue appears in its own column for each line item, and a total appears in the last column.
The Chart view shows the revenue in a chart.