Editing Individual Revenue Plans Simultaneously
The Edit Revenue Plans page provides two options for editing multiple revenue plans. With the Individual Plan Update option, you can select different values for fields on multiple revenue plans at the same time. The procedure for editing multiple plans simultaneously is described in this topic.
The procedure for using the Bulk Plan Update option is different. When you select Bulk Plan Update, you set the same value across multiple plans for the fields you select. For instructions for that option, see Bulk Editing Revenue Plans.
To edit multiple plans simultaneously:
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Go to Revenue > Revenue Recognition Plans > Bulk Edit Revenue Plans to open the Edit Revenue Recognition Plans page.
The Plan Update Option you selected most recently is the default for the page.
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If necessary, select Individual Plan Update in the Plan Update Option field.
When you select a different Plan Update Option, you must confirm that you want to leave the page.
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Click Leave Page.
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Use the filters at the top of the page to find the revenue plans you want to edit. The filters you select become your default for this page. The following filters are available:
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Customer
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Revenue Recognition Rule
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Subsidiary – for OneWorld accounts
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Item
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Revenue Arrangement #
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Transaction Number
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Accounting Book – when Multi-Book Accounting is enabled
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Status
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Revenue Plan Type
You can also create a date range for the listed plans using the fields for the start and end dates.
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Check the box in the Select column for the plans you want to edit, or click Mark All.
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Make the changes you want to the individual fields.
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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.
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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 Record column open the updated revenue plans in view mode.
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You can also edit revenue plans for a specific revenue element. The Revenue Recognition Plan column in each revenue element line of a revenue arrangement has an icon 
. When you click the icon, a popup windows opens with a list of revenue plans for that element. Click Edit in the popup window to make the list editable.