Guidelines for Reviewing Contracts That Require Attention

The Revenue Management Overview page lists all contracts that require attention. Contracts that require attention are listed in three categories:

Pending Review
Pending Allocation
Pending Revenue Recognition

Contracts Pending Review

The following table lists the possible reasons a contract is pending review and actions that you can take:

Causes	Actions
Contracts pending review include: Accounting contracts with a total transaction price that's greater than the user-defined threshold amount you defined in your system options. Contracts in this list are significant value contracts. Accounting contracts that were manually set to Hold. Accounting contracts in which the Manual Review Required attribute is set to Yes for at least one of its revenue lines.	Review individual contracts by clicking the link for the specific contract. At the contract level, you can review a contract and mark it as reviewed, and it will no longer appear in this tab. The accounting contract becomes available for further processing by Revenue Management. If you need to review additional information, you can view the contract history, and the performance obligation, promised detail, and satisfaction event details.

Causes

Actions

Contracts pending review include:

Accounting contracts with a total transaction price that's greater than the user-defined threshold amount you defined in your system options. Contracts in this list are significant value contracts.
Accounting contracts that were manually set to Hold.
Accounting contracts in which the Manual Review Required attribute is set to Yes for at least one of its revenue lines.

Review individual contracts by clicking the link for the specific contract. At the contract level, you can review a contract and mark it as reviewed, and it will no longer appear in this tab. The accounting contract becomes available for further processing by Revenue Management.

If you need to review additional information, you can view the contract history, and the performance obligation, promised detail, and satisfaction event details.

Contracts Pending Allocation

The following table lists the possible reasons a contract is pending allocation and actions that you can take:

Causes	Actions
Contracts pending allocation include: Accounting contracts with missing standalone or estimated selling prices at the promised detail level or at the performance obligation level. Accounting contracts with performance obligations in foreign currencies where the conversion rate isn't available.	Review individual contracts by clicking the link for the specific contract. Within each contract, you can view information about what's missing for each promised detail line. For example, the promised detail line may be missing the standalone selling price. Once the missing information is uploaded, you can run the Identify Customer Contracts program to allocate the transaction price.

Causes

Actions

Contracts pending allocation include:

Accounting contracts with missing standalone or estimated selling prices at the promised detail level or at the performance obligation level.
Accounting contracts with performance obligations in foreign currencies where the conversion rate isn't available.

Review individual contracts by clicking the link for the specific contract. Within each contract, you can view information about what's missing for each promised detail line. For example, the promised detail line may be missing the standalone selling price.

Once the missing information is uploaded, you can run the Identify Customer Contracts program to allocate the transaction price.

Contracts Pending Revenue Recognition

The following table lists the possible reasons a contract is pending revenue recognition and actions that you can take:

Causes	Actions
Contracts that are pending revenue recognition include accounting contracts missing required revenue attributes, such as: Satisfaction plan Satisfaction plan start date Satisfaction plan end date Satisfaction plan duration	Review each individual contract by clicking the link for the specific contract. Within each contract, click on the Promised Details tab and check each of the promised details to determine which promised details are missing revenue attributes. Update the required missing attributes. The accounting contract becomes available for further processing by Revenue Management. Points to remember about satisfaction plans: The plan start date is required for all satisfaction plans. For satisfaction plans of type Fixed or Variable, the application derives the Satisfaction Plan Duration from the Scheduling Rules setup and you can't enter the Plan End date. If the satisfaction plan is of type Daily Rate, then the Plan End Date is required and you can't enter the Satisfaction Plan Duration.

Causes

Actions

Contracts that are pending revenue recognition include accounting contracts missing required revenue attributes, such as:

Satisfaction plan
Satisfaction plan start date
Satisfaction plan end date
Satisfaction plan duration

Review each individual contract by clicking the link for the specific contract. Within each contract, click on the Promised Details tab and check each of the promised details to determine which promised details are missing revenue attributes.

Update the required missing attributes. The accounting contract becomes available for further processing by Revenue Management.

Points to remember about satisfaction plans:

The plan start date is required for all satisfaction plans.
For satisfaction plans of type Fixed or Variable, the application derives the Satisfaction Plan Duration from the Scheduling Rules setup and you can't enter the Plan End date.
If the satisfaction plan is of type Daily Rate, then the Plan End Date is required and you can't enter the Satisfaction Plan Duration.