Revenue Contingency Assignment Rules

Use the Revenue Contingency Assignment Rules pages to define rules for automatically assigning revenue contingencies to transactions.

A revenue contingency assignment rule consists of:

• Rule name and optional description.

• Revenue contingency to assign to transactions.

• One or more parameters that contain the conditions under which the contingency is assigned.

The rule parameters available for rule definition include:

• Revenue Scheduling Rule

• Transaction Source

• Bill-to Customer

• Bill-to Site

• Customer Profile Class

• Memo Lines

• Business Unit

• Ship-to Customer

• Ship-to Site

• Transaction Type

You can define multiple rules with different matching criteria that return the same contingency, and you can also define multiple rules with the same matching criteria that return multiple contingencies.

After you create an assignment rule, you can test the rule to ensure that all expressions are accurate and the rule functions as expected.

Scenario

Revenue contingency assignment rules let you automate the assignment of contingencies to transactions in a way that reflects the practical needs of your enterprise. You typically use these rules to support the contingency assignment requirements that aren't supported by your revenue policy setup.

For example, you may want to require Customer ABC to manually accept an item before recognizing revenue on the related transactions. To make this a mandatory process:

1. Create a new revenue contingency assignment rule.

2. Select the revenue contingency Explicit Acceptance for this rule.

3. Select Bill-to Customer as the rule parameter.

4. Enter the related customer condition.

With this defaulting rule in place, Receivables assigns the Explicit Acceptance contingency to all transaction lines for Customer ABC, and defers revenue until the customer acknowledges acceptance of each line item.