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Contents of the Redistribute Revenue Screen

Use the fields and options to configure the Redistribute Revenue screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Project

Use these fields to select the projects to be included in the revenue redistribution process.

Field Description
Option

Use this drop-down list to select the range of projects to be included in the redistribution process. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the starting project ID for the range of projects for which revenue is to be redistributed. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project ID for the range of project for which revenue is to be redistributed. If you select All, One, or To End in the Option field, this field is inactive.

Period

Use these fields to select the periods to be included in the Redistribute Revenue process.

Note: You cannot run this screen for a Closed or Not Available fiscal year/period/subperiod combination. To redistribute revenue, you must either select another fiscal year/period/subperiod combination or you must go to the Manage Accounting Periods or Manage Subperiods screen and change the Status of the period/subperiod to Open. The subperiod cannot be open unless the fiscal year and period to which it is tied are also open.

If the period/subperiod is already set to Open but the SJR journal code has a status of Not Available, you will still not be able run this application for that period/subperiod. To redistribute revenue for that period/subperiod, go to the Manage Accounting Periods or Manage Subperiods screen and change the Status of the SJR code (Compute Sales Jnl (Revenue)) to Open.

Field Description
Option

This field always displays One.

Fiscal Year

Use this drop-down list to select any open fiscal year. This is a required field.

Period

Use this drop-down list to select any open accounting period. This is a required field.

Subperiod

Use this drop-down list to select an accounting subperiod. You can select any open subperiod as long as you have completed the Compute Revenue screen. This is a required field.

End Date

This non-editable field displays the selected subperiod end date.

Options

Redistribute Revenue at

Use this group box to select the rates to be used for indirect costs in the redistribution process. 

Field Description
Actual Rates

Select this check box to redistribute revenue that was calculated using actual rates. You can redistribute both actual and target revenue.

Target Rates

Select this check box to redistribute revenue that was calculated using target rates. You can redistribute both actual and target revenue.

Redistribute Revenue

Click to start the process of revenue redistribution for the range of projects selected. A popup screen displays the project being redistributed and the number of projects remaining.