Bulk Editing Revenue Arrangements
The Edit Revenue Arrangements page enables you to edit multiple revenue arrangements with the click of a single Submit button. You can edit the same revenue arrangement header fields on this page as on individual revenue arrangements. For information about the fields you can edit, see Editing Revenue Arrangements.
Your role must include the Revenue Arrangement permission at the Edit level or higher.
To edit revenue arrangements in bulk:
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Go to Revenue > Revenue Arrangements > Edit Revenue Arrangements.
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Use the filters at the top of the page to find the revenue arrangements you want to edit.
The following filters are available:
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Customer – This filter has no default until you select a value. The value you select becomes the default.
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Subsidiary – (OneWorld accounts only) This filter defaults to the subsidiary to which you are assigned, unless you have previously selected a different subsidiary.
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Accounting Book – This filter is available only when the Multi-Book Accounting feature is enabled. The first accounting book in the list is the default, unless you have previously selected a different accounting book.
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Currency – This filter is available on when the Multiple Currencies feature is enabled. The filter has no default until you select a value. The value you select becomes the default.
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Revenue Plan Status – This filter has no default until you select a value. The value you select becomes the default.
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Revenue Arrangement Date From – By default, this filter is set to the first day of the previous month.
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Revenue Arrangement Date To – By default, this filter is set to today’s date.
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Saved Search – This filter is a list of user-defined, transaction-type saved searches in your account. The filter has no default until you select a value. The value you select becomes the default.
When the Enable Advanced Cost Amortization accounting preference is checked, the following additional filters are available:
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Contract Acquisition Expense Account
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Contract Acquisition Deferred Expense Account
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Contract Acquisition Expense Source Account
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To add more filters or display more columns in the list, click Customize.
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Check the Select box for the revenue arrangements you want to edit, or click Mark All.
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Make the changes you want to the individual fields of the revenue arrangements you selected.
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To process the changes, click Submit.
To revert your changes and clear the Select boxes, click Reset.
When you submit your changes, the Process Status page opens. If this page does not open, your changes have not been submitted.
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Click Refresh to update the status on the Process Status page.
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When the Submission Status is Complete:
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Click the link in the Message column to view any errors.
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Click Complete in the Submission Status column to open the Processed Records page. The links in the Revenue Arrangement column of the Processed Records page open the updated revenue arrangements in view mode.
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