Revenue Attribute Set

Overview

The sub-document (Transaction Line) Revenue Attributes store aggregate revenue values and other information used for financial analysis and forecasts. Attribute Sets and Array Sets are listed at the bottom of the Attribute Lists page.

The sub-document (Transaction Line) Revenue Attributes set is provided with the Standard Process. This attribute set and the associated attributes cannot be deleted from a Standard Process.

  Name

  Variable Name

  Type

  Description

Revenue ID

_revenueId_l

Text

The ID of the Revenue Line Item in the associated opportunity.

Revenue Category

_revenueCategory_l

Menu

Identifies the category of revenue for this line (E.g. renewal vs new business).

 

Administration

ClosedAdd a Revenue Attribute Set(Only available for Non-Standard Process)

Complete the following steps to create a Revenue Attribute Set along with the associated attributes.

  1. Navigate to Admin > Process Definition.
  2. Select Attributes from the main document Navigation drop-down, and then click List.
  3. Click Add.
  4. Select Config Attributes Set from the Attribute Type drop-down.

  1. Click Add.


ClosedEdit Revenue Attribute Set Attributes

Complete the following steps to edit a Revenue Attribute Set attribute.

  1. Navigate to Admin > Process Definition.
  2. Select Attributes from the main document Navigation drop-down, and then click List.
  3. Click on the applicable Revenue Attribute Set name.
  4. Click on the applicable attribute name.
  5. Refer to Commerce Attributes & Array Sets for information about different attribute types and editing attributes.
  6. After you have finished your edits, click Apply or Update.

 

Notes

  • The Revenue Attributes set is only available for sub-documents.
  • Only one Revenue Attribute set can be added per sub-document.
  • The Revenue Attributes set Variable Names (_revenue_category_l) and (_revenueId_l) are not editable.
  • Revenue Category menu item Variable Names for the Revenue Category attribute are not editable.

 

Related Topics

Related Topics Link IconSee Also