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 Profile Setup

Define reductions that are to be automatically applied to assigned item codes upon revenue entry.

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 (Accounting) 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