Revenue Tab in the Accounting Center
Advanced Revenue Management (Essentials) adds a Revenue tab to the Accounting Center. This tab includes navigational links to functions specific to revenue management. This tab is designed for revenue managers and revenue accountants, but it is available to all roles that use the Accounting Center.
Hover over the Revenue tab to reveal the menu links, or click the tab to open the Revenue dashboard. The Revenue dashboard includes these portlets:
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Revenue Links – All of the menu links for the Revenue tab are also included in this link portlet.
The Update Revenue Arrangements and Update Revenue Plans links in the dashboard and menu behave differently than the Update Revenue Arrangements and Plans menu option. When you click Update Revenue Arrangements or Update Revenue Plans, the update process begins automatically for all eligible revenue arrangements or revenue plans. To filter the revenue arrangements or revenue plans to update, use the Status link. The Status link opens the Update Revenue Arrangements and Plans page and does not begin processing until you click the appropriate button.
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Reminders – Reminders for Revenue Arrangements Pending Approval, Revenue Arrangements Not Compliant, and Revenue Recognition Plans On Hold are set up by default.
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Key Performance Indicators – Key performance indicators for Deferred Revenue and Revenue are set up by default. For information, see Standard Key Performance Indicators Table.
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Revenue Arrangements Pending Approval – This is a custom search portlet. When you use the Revenue Recognition Approval Workflow SuiteApp, it lists revenue arrangements whose status is Pending Approval.
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Revenue Recognition Errors – This is a custom search portlet. It lists errors for various revenue management processes such as allocation, journal entry creation, deferred revenue reclassification, and revenue arrangement, element, and plan creation. This is only a partial list.
To make the Revenue page your landing page:
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Go to Home > Set Preferences to open the Set Preferences page.
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Click the Appearance subtab and locate the Centers & Dashboards group.
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From the Landing Page list, select Revenue.
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Click Save.
For information about dashboards and portlets and how you can use them, see Dashboards Overview and Dashboard Personalization.