1. Using Project Revenue and Billing
  2. Generate Revenue Report

Generate Revenue Report

Use the Generate Revenue Report to review the revenue generation results for your contracts. The report provides a summarized view for items that were processed successfully, with warnings, and with errors.

Additionally, the report optionally provides summarized or detailed descriptions of items that were not processed because they were considered ineligible.

Additional details for revenue generation exceptions are listed on the Manage Billing Transaction Exceptions page.

View the report after you generate revenue from the Contract Revenue Tasks panel.

You must do the following to obtain results for this report:

  • Have existing contracts and transactions that need revenue recognition.

  • Submit the Generate Revenue process.

Report Results

The following table describes the sections of the Generate Revenue report. It also describes the value you must select for the Generate Ineligible Data parameter to populate the corresponding section.

Section

Description

Generate Ineligible Data

Process Summary

Summary statistics of:

  • Billing events

  • Billing transactions

  • Ineligible contracts

  • Ineligible revenue plans

  • Ineligible contract lines

  • Ineligible associated projects

  • Ineligible expenditure items

  • Ineligible events

No, Summary, Detail

Billing Event Errors

Billing extension events that were not created, along with message details for the cause of each unique error.

Detail

Ineligible Contracts

Contracts that were excluded from revenue generation, along with message details for the cause of each unique error.

Detail

Ineligible Revenue Plans

Revenue plans that were excluded from revenue generation, along with message details for the cause of each unique error.

Detail

Ineligible Contract Lines

Contract lines that were excluded from revenue generation, along with message details for the cause of each unique error.

Detail

Ineligible Associated Projects

Projects associated with contract lines that were excluded from revenue generation, along with message details for the cause of each unique error.

Detail

Ineligible Expenditure Items

Expenditure items that were excluded from revenue generation, along with message details for the cause of each unique error.

Detail

Ineligible Events

Events that were excluded from revenue generation, along with message details for the cause of each unique error.

Detail