View Consolidated Account Activity for a Revenue Contract Group

You can view the consolidated accounting activities associated with all revenue contracts within a contract group or for an individual contract.

To use this feature, you need to assign contracts to a contract group. You can enable the Use as Contract Group Number attribute on the Create Contract Identification Rule page or allow the contract group number to be assigned automatically by the application.

You then indicate the grouping attribute value to be used to assign the contract group number on the Create Contract Identification Rule page. For example, the customer purchase order number.

When the application creates contracts during the Identify Customer Contracts process, it assigns the contract group number using the attribute selected as Use as Contract Group Number in the Contract Identification Rule. If no attribute is designated and the contract is a recurring contract, the application assigns a contract group number when the contract renews as a new recurring contract.

Contract Activity Detail Report

Use the Contract Activity Detail Report to view consolidated account activity for your revenue contract group.

To view the report perform one of these steps:

• Click View Contract Activities on the Manage Customer Contracts page after selecting the row with the appropriate Contract Group Number.

• Select the View Contract Activities option in the Action window on the Edit Customer Contract page for the individual contract.

The Contract Activity Detail report displays the consolidated account activity for all of the contracts within the assigned contract group. If the contract doesn't belong to a contract group, the Contract Activity Detail report displays the accounting activity for the individual contract only.

The report lists the contract account balances by accounting date, accounting event, performance obligation, and promised detail line for each contract within the contract group.