Revenue Management

New filters and layout changes in the Manage Revenue Schedules page

This idea came from you

We're thrilled to announce exciting updates to the Manage Revenue Schedules page! We've listened to your feedback, and revamped the user interface to improve your experience.

What's new

New dimension or dimension group filters

Search smarter and find revenue schedules faster using the new dimension or dimension group filters. You can either enter a single dimension or a dimension group in these fields. For example, enter either an item or an item dimension group in the Item or Item group field.

The following are all possible dimension or dimension group filters. The dimensions that you see are based on your subscriptions and your General Ledger dimension configuration.

• Customer or customer group
• Contract or contract group
• Location or location group
• Department or department group
• Class or class group
• Item or item group
• Project or project group

New layout for the Filters section

As there are now so many filter options, we updated the layout to use four columns instead of two. Now you can quickly scan across the page to locate desired filters.

Bonus: The Filters section automatically collapses when you preview revenue recognition schedule entries. You can now see the beginning of the filtered results list without having to scroll first.

New column filters in the Filtered schedules section

Many of the columns in the Filtered schedules section now have a filter capability. Use the column filters to further refine the revenue recognition schedules on which you want to act.

For example, say you are looking for a particular line number on a particular transaction. Enter the line number and part of the transaction number in the applicable column filter fields.

What's changed

• We made the following field or option label changes:

  Old label	New label
  Post revenue from a schedule	Post
  Place a schedule on hold	Hold
  Resume a schedule from hold	Resume
  Terminate all or part of a schedule	Terminate
  Mark an item as delivered	Deliver
  Include open period schedules	Include unscheduled project revenue
  Apply filters	Preview entries

• We removed the View all schedules Action option. Use the new Revenue recognition schedules list to view and maintain your revenue schedules.
• We removed the Terminated and Completed Revenue schedule status filters as there is no action to take on terminated or completed schedules. Use the new Revenue recognition schedules list to view all terminated or completed schedules.
• As stated, we changed the label for Apply filters to Preview entries. We also moved the button to the top of the page, which is more consistent with product standards. After setting the desired filters, always select the Preview entries button to retrieve the related results.

Requirements

Subscription	Standard revenue recognition for Order Entry or Accounts Receivable
Regional availability	All regions
Permissions	General Ledger Revenue recognition schedule: List, Edit
Restrictions	Only Business users can act upon revenue schedules. Employee, Project Manager, and Warehouse users can only list and view revenue schedules.