To view a revenue recognition plan

  1. Go to Revenue > Revenue Recognition Plans > View Revenue Plans.
  2. Click View next to a revenue plan.

You can also view revenue plans for a specific revenue arrangement or element. After revenue plans are created, individual revenue arrangements include a View Revenue Plans button. The button opens a popup window with a list of revenue plans for the arrangement. This window includes a Revenue Plan Type filter that enables you to select Actual, Forecast, or All revenue plans. Click the link in the Number column to open the revenue plan record.

To view revenue plans for a specific revenue element, on the revenue arrangement, go to the Revenue Recognition Plan column for the revenue element. This column has an icon Open icon, which is a square with an arrow pointing out of the upper right corner. When you click the icon, the popup window Update Revenue Recognition Plans opens with a list of revenue plans for that element. This window also includes a Revenue Plan Type filter. Click the link in the Number column to open the revenue plan record.

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