1. Implementation Reference
  2. Add an Attribute for Revenue Assignment

Add an Attribute for Revenue Assignment

Add one or more lookup fields for territory assignment to revenue lines.

You can add one or more of the following for territory assignment to revenue lines:

  • A standard opportunity or revenue lookup field
  • A custom opportunity or revenue lookup field
  1. In the Setup and Maintenance work area, go to the following:
    • Offering: Sales
    • Functional Area: Opportunities
    • Task: Manage Sales Assignment Manager Objects
  2. Select Revenue.
  3. On the Attributes tab, click Add Row.
  4. Select the lookup field you want to use, such as Line of Business or Revenue Type Category.
  5. Save and publish.

What to do next

Add an assignment mapping to use this attribute as a custom dimension.