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Use Revenue Scheduling at Header Level in Opportunities

May 30, 2017 at 08:48 AM

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Hi,

I have wondered how to use Revenue Revenue Scheduling at Header Level in Opportunities. I have activated revenue shedule in scoping and have the check box in Opportunity creation dialog.

Where can I define the revenue shedule for this created opportunity?

Thanks for your help.

Regards

Henning

revchedule.png (2.8 kB)
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3 Answers

Bharath Raj Sep 04, 2017 at 06:25 AM
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Hi Henning,

Did you figure out how to do it?

Regards,
Bharathraj

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Former Member Mar 06 at 02:51 PM
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Hi,

I have the same issue as Henning.

I could not find any documentation how to do Revenue Scheduling on Header Data.

Can anybody help here?

Thank you
Nicole

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Henning Ohlmeyer Mar 09 at 10:01 AM
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Hi,

there are three thing to do using Revenue Shedule on Opportunity Header level.

1. Check the Revenue Planning Option in Business Configuration

2. Check the Shedule Revenue at Header level Indicator in the Opportunity

3. Go to the Revenue Splits view and add the Revenue Shedule via adaption mode

Now you can Shedule Revenue on Header Level for each Revenue Split Partner.

Regards

Henning

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