Bulk Editing Revenue Plans

The Edit Revenue Plans page provides two options for editing multiple revenue plans. When you select Bulk Plan Update from the Plan Update Option dropdown list, you can set the same values for multiple fields across multiple plans. The procedure for editing revenue plans in bulk is described in this topic. The procedure for the individual plan update option is different. When you select Individual Plan Update, you select different values for various fields on multiple revenue plans at the same time on the same page. For instructions for the individual plan update option, see Editing Individual Revenue Plans Simultaneously.

To edit revenue plans in bulk:

1. 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.

   1. If necessary, select Bulk 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.

   2. Click Leave Page.

2. 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:

   • Customer

   • Subsidiary – for OneWorld accounts

   • Item

   • Revenue Arrangement #

   • Transaction Number

   • Accounting Book – when Multi-Book Accounting is enabled

   • Status

   You can also create a date range for the listed plans using the fields for the start and end dates.

   The following additional filters are available on the Revenue Recognition Plan subtab:

   • Revenue Plan Type

   • Revenue Recognition Rule

   • Reforecast Method

   • Hold Revenue Recognition

   • Catch Up Period

   If you want to add more filters or columns for the list, click Customize below the Revenue Recognition Plan subtab filters.

3. Check the Select box for the plans you want to edit, or click Mark All.

4. Click the Set Fields subtab to select the fields and values to change. Not all fields are appropriate for all types of revenue plans. If you set the Revenue Plan Type filter on the subtab, only fields that are appropriate for the selected plan type are displayed.

   The following fields are available:

   • Catch Up Period – actual plans only

   • Hold Revenue Recognition – actual plans only

   • Recalculation Adjustment Period Offset – forecast plans using the manual reforecast method only

   • Reforecast Method – forecast plans only

   • Revenue Recognition End Date

   • Revenue Recognition Rule

   • Revenue Recognition Start Date

   1. Select a value in the Field column.

   2. Select or enter a value in the Selection, Checked, Text, Period, or Date column. Which column accepts a value is determined by your selection in the Field column.

   3. Click Add.

   4. Repeat steps a, b, and c as needed.

5. Click Submit.

   When you submit your changes, the Process Status page opens. If this page does not open, your changes have not been submitted.

6. Click Refresh to update the status.

7. When the Submission Status is Complete:

   • Click the link in the Message column to view any errors.

   • 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.

Related Topics

Editing Revenue Recognition Plans

Editing Individual Revenue Plans Simultaneously

General Notices