Revenue Entry Setup and Administration

The following table describes the setup related to Revenue Entry.

Setup	Description
Allocation Master Setup	Use this setup to define records to generate allocations automatically when transactions are created through Revenue Entry.
Commissions Setup	Define commission plans for transaction generation and setup auto commission options within this setup.
Contract Master Setup	Define contracts utilized in the revenue process within this setup.
EDI Customer Setup	Define customers to be available as EDI Customers and define which EDI codes are available for these customers using this setup.
Item Code Setup Item Code Generation	Use this setup to define Item Codes needed for transaction generation.
Personnel Setup	Define commissionable employees through the Accounting tab within this setup.
Point of Service Setup	Define Point of Service values needed for line items on an EDI invoice imported from the UniGroup Rating Send (UniGroup Downloads) and through the Point of Service field in Add Revenue Item.
Reduction Template Setup	Define commonly used reductions available to users when defining allocations, revenue items, and revenue groups.
Revenue Group Setup	Create logical groups of Item Codes within this setup.
Service Code Setup	Define the groups of Item Codes needed for payment processing and revenue related to services and distributions from external systems.
User Setup	Setup users and define security access through this setup. The following Security Profile modules associate to Revenue Entry functionality: Dynamics GP Order Inquiry NAVL Statement Integration Quote Revenue Entry Revenue Entry AR Branch SIRVA Statement Integration UniGroup Statement Integration UniGroup TransDoc Van Line Revenue Import