Defining Revenue Plan Templates

In this topic, you will learn how to define revenue plan templates.

Steps:

1. Begin by navigating to the Revenue/Billing Plan Template page.

    

   Click the Main Menu button.

   Step 1

2. Click the down arrow.

   Step 2

3. Click the Set Up Financials/Supply Chain menu.

   Step 3

4. Click the Product Related menu.

   Step 4

5. Click the Contracts menu.

   Step 5

6. Click the Templates menu.

   Step 6

7. Click the Revenue/Billing Plan Template menu.

   Step 7

8. Click the Add a New Value link.

   Step 8

9. Click in the Plan Template ID field.

   Step 9

10. Enter the desired information into the Plan Template ID field.

     

    Enter "PERCENT".

    Step 10

11. Click the Plan Method list.

    Step 11

12. Click the Percent Complete list item.

    Step 12

13. Click the Add button.

    Step 13

14. Use the Revenue/Billing Plan Template page to create revenue and billing plan templates for use on your contract lines.

    Step 14

15. Click in the Description field.

    Step 15

16. Enter the desired information into the Description field.

     

    Enter "Percent Revenue Plan".

    Step 16

17. Select the Activate Contract option to have the system automatically set this billing or revenue plan to Ready upon contract activation.

     

    Click the Activate Contract option.

    Step 17

18. Select the Process Amendment option to have the system automatically set this billing or revenue plan to Ready upon amendment processing.

     

    Click the Process Amendment option.

    Step 18

19. Select the Approve Renewal option to have the system automatically set this billing or revenue plan to Ready upon renewal approval.

     

    Click the Approve Renewal option.

    Step 19

20. Click the Save button.

    Step 20

21. Click the Add button.

    Step 21

22. Click in the Plan Template ID field.

    Step 22

23. Enter the desired information into the Plan Template ID field.

     

    Enter "MILESTONE".

    Step 23

24. Click the Plan Method list.

    Step 24

25. Click the Milestone list item.

    Step 25

26. Click the Add button.

    Step 26

27. Click in the Description field.

    Step 27

28. Enter the desired information into the Description field.

     

    Enter "Milestone Revenue Plan".

    Step 28

29. Click the Activate Contract option.

    Step 29

30. The following fields are available for Apportionment, As Incurred, Milestone, and Recurring revenue plan templates only: Basis Date Source and Basis Date Option. The system uses the basis date as a building block for event dates on Milestone and As Incurred plans, and to determine the start date on Apportionment and Recurring plans.

    Step 30

31. The Event Detail fields are also available for the As Incurred, and Milestone revenue templates only.

    Step 31

32. In the Event Type field, select either Date or Milestone for this template.

     

    If you select a Milestone event type, you must also enter values in the Milestone Origin and Days Lag fields.

     

    Click the Event Type list.

    Step 32

33. Click the Milestone list item.

    Step 33

34. Click the Milestone Origin list.

    Step 34

35. Click the Project list item.

    Step 35

36. Click in the Days Lag field.

    Step 36

37. Enter the desired information into the Days Lag field.

     

    Enter "45".

    Step 37

38. Click the Save button.

    Step 38

Congratulations, you have successfully learned how to create a revenue plan template.

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