What Options are Available for Editing Calculated Revenue Amounts?
You can run Revenue Calculation (BR130) in non-update mode to preview your calculation results before you update them.
You can make adjustments to your revenue amounts by putting transactions on hold or by releasing transactions. Use Transaction Hold (BR42.1) to put transactions on hold before they are included in the revenue recognition calculation.
If you've made an error in the billing or revenue amount on a posted transaction, you can correct the error and recalculate the revenue amount using Recalculate Billing and Revenue (BR190). On BR190, you can recalculate revenue amounts for transactions that have been posted by Activity Posting (AC190) but have not yet recognized revenue on Revenue Calculation (BR130). Recalculating Billing and Revenue Amounts After Posting
Rules for Putting Transactions on Hold
You can put transactions on hold from both the billing and the revenue recognition processes. You can keep transactions on hold for billing only, for revenue only, or for both billing and revenue. The hold may be a manual hold which requires it to manually be removed prior to the transaction being picked up for processing, or it may be a cyclical hold. In the case of a cyclical hold, the hold is automatically removed the next time the transaction is considered for billing and/or revenue processing. BR42 can also remove a transaction from billing and revenue processing. If this is done, the transaction will no longer be able to be maintained via BR42.
Transaction Hold displays all billable transactions that have not been run through both the billing and revenue cycles. Transactions that have been run through both the billing and revenue cycles are not eligible to be put on hold. When inquiring, if BR42 displays an N for the revenue or billing, it means that the transaction has not been billed or revenue has not been recognized. If inquire displays a Y, then billing or revenue has been run for this transaction and you will not be able to change the transaction to N or H. When inquire on the BR42 display an E for the revenue, it means that revenue exceeds the ceiling. It is also an indication that revenue has been recognized and for that reason these transactions cannot be placed on hold.
This matrix illustrates how the status flags on Transaction Hold (BR42.1) are used.
| Cycle Flag | Billed Flag | Revenue Flag | |
|---|---|---|---|
| Hold Billing and Revenue until released | H | H | H |
| Hold Billing until released | H | H | N |
| Hold Revenue until released | H | N | H |
| Hold Billing one cycle | Y | H | N |
| Hold Revenue one cycle | Y | N | H |
| Hold Billing and Revenue one cycle | Y | H | H |
The rules for holding transactions are as follows:
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A transaction cannot be put on hold for billing if the billed ACTRANS flag is set to Y.
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A transaction cannot be put on hold for revenue if the revenue ACTRANS flag is set to Y.
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If a transaction is put on hold until it is manually released for both billing and revenue, set the cycle, and the billed and revenue flags to H. These transactions will not be released until they are changed manually. Invoice Calculation (BR120) and Revenue Calculation (BR130) will not bill or recognize revenue on these transactions.
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If a transaction is put on hold until it is manually released for billing, set the cycle and billed flags to H. This transaction is available for revenue, but will not be billed. It will not be released until manually changed. BR120 will not bill this transaction.
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If a transaction is put on hold until it is manually released for revenue, set the cycle and revenue flags to H. This transaction is available for billing, but will not be used for revenue recognition. It will not be released until manually changed. BR130 will not recognize revenue on this transaction.
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If a transaction will be put on hold for one billing cycle, set the cycle flag to Y and the billed flag to "H". The billed flag will change to N after BR120 has run it through one cycle (in update mode). The next billing cycle will pick it up to bill and change the billed flag to Yes (Y).
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If a transaction will be put on hold for one revenue cycle, set the cycle flag to Y and the revenue flag to H. The revenue flag will change to N after BR130 has run it through one cycle (in update mode). The next revenue cycle will pick it up for revenue recognition and change the revenue flag to Yes (Y).
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If a transaction will be held for one revenue and one billing cycle, set the cycle flag to Y and the billed and revenue flags to H. Each flag will keep the transaction on hold for one revenue run and one billing run. The billed flag will change to Yes (Y) when BR120 is run in update mode and the revenue flag will change to Yes (Y) when BR130 is run.
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If a transaction should be removed from billing and revenue processing , set the cycle flag to N. If this is done, the transaction will no longer be able to be maintained via BR42. Additionally the override flag on the ACTRANS is set and Billing and Revenue Recalculation (BR190) cannot be used to re-establish the billing and revenue processing on that transaction.