Revenue Management Roles and Permissions
When you enable the Advanced Revenue Management (Essentials), two roles are added to your account: revenue manager and revenue accountant.
-
Revenue manager – Defines key revenue recognition configurations and rules, and monitors and analyzes revenue result through various revenue reports
-
Revenue accountant – Processes daily revenue transactions, revenue recognition plans, and journal entries
The specific permissions are configurable, but by default both roles include full permission for revenue recognition processing. Neither includes the Journal Approval permission that is required to approve journal entries when the accounting preference Require Approvals on Journal Entries is selected. For information about customizing roles and setting role permissions, see Customizing or Creating NetSuite Roles.
The revenue manager role includes some permissions for setup and customization that the revenue accountant does not have. The following permissions are specific to Advanced Revenue Management (Essentials).
|
Category |
Permission |
Revenue Manager Level |
Revenue Accountant Level |
|---|---|---|---|
|
Lists |
Custom Recognition Event Type |
Full |
Full |
|
Lists |
Project Revenue Rules |
Full |
Full |
|
Lists |
Revenue Element |
Full |
Full |
|
Lists |
Revenue Recognition Field Mapping |
Full |
Edit |
|
Lists |
Revenue Recognition Plan |
Full |
Full |
|
Lists |
Revenue Recognition Rule |
Full |
Full |
|
Lists |
Revenue Recognition Schedules |
Full |
Full |
|
Reports |
Deferred Expense Reports |
Full |
Full |
|
Reports |
Revenue Recognition Reports |
Full |
Full |
|
Transactions |
Revenue Arrangement |
Full |
Full |
|
Transactions |
Revenue Arrangement Approval |
Full |
Full |
When you enable Advanced Revenue Management (Revenue Allocation), additional permissions are added to your account. The following permissions are specific to Advanced Revenue Management (Revenue Allocation).
|
Category |
Permission |
Revenue Manager Level |
Revenue Accountant Level |
|---|---|---|---|
|
Lists |
Fair Value Dimension |
Full |
Edit |
|
Lists |
Fair Value Formula |
Full |
Edit |
|
Lists |
Fair Value Price |
Full |
Edit |
|
Lists |
Item Revenue Category |
Full |
Edit |
The revenue manager and revenue accountant roles use the Accounting Center. When Advanced Revenue Management (Essentials) is enabled, a Revenue tab is added to the Accounting Center to facilitate navigation. For more information, see Revenue Tab in the Accounting Center.
Changes to revenue recognition records are tracked and the user who made the change is recorded. For more information, see Change Information for Revenue Recognition Records.
Related Topics
- Advanced Revenue Management (Essentials) and (Revenue Allocation)
- Setup for Advanced Revenue Management (Essentials)
- Setup for Advanced Revenue Management (Revenue Allocation)
- Revenue Recognition and Advanced Revenue Management (Essentials)
- Revenue Recognition Rules
- Item Configuration for Advanced Revenue Management (Essentials) and (Revenue Allocation)
- Revenue Arrangement Management
- Revenue Recognition Plans
- Advanced Revenue Management (Revenue Allocation)
- Advanced Revenue Management (Essentials) for Projects
- Advanced Revenue Management and Multi-Book Accounting
- Month-End Revenue Processing
- Reports for Advanced Revenue Management