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Create Revenue Plans On: Revenue Arrangement Creation

edited Jun 3, 2022 5:25PM in Accounting / ERP

When users want to have their Actual Revenue Plans to be automatically be created when the Revenue Elements and Arrangement are created, they might opt to use Revenue Arrangement Creation in their Create Revenue Plans On.

When setting this preference, they can go to the Item Record > Revenue Recognition / Amortization tab and set the Create Revenue Plans to Revenue Arrangement Creation:

After the Update of Revenue Arrangement and Plans, users should be able to see that the create Revenue Plans On in the element record is: Revenue Arrangement Creation: 

When clicking the View Revenue Plans, the Actual Revenue plans should be created:

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