Adding Revenue Plans to Agreement Line Items

After the administrator creates the revenue plan templates, you can then add the templates to agreement line items. For more information, see Creating Revenue Plan Templates.

When you select a revenue plan and enter an amount, the revenue items are created. For example, a revenue template applies to 12 months. You select this template and enter an amount of $100. When you save the record, 12 revenue items are automatically created for $100 each.

To add a revenue plan to an agreement line item

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement, and click the Line Item Revenue view tab.

3. Scroll down, and click the Revenue Plans view tab.

4. Create a new revenue plan record, and complete the fields as appropriate.