Opportunity Management - Opportunity - Revenue - Tab

Pgm: OMOPPORTUNITIES – Opportunity Management; standard Treeview path: Opportunity Management > Opportunities – Revenue tab

The Revenue tab displays the opportunity’s potential sales revenue, spread out over an interval of time. This data is not generated by any billing revenue data associated to the job. These amounts and dates are based on the Potential Revenue, Services Start, and Services End fields on the General tab, and the rule selected from the Spread Rule field’s LOV.

To use an alternative spread rule, as created through the Create Budget Spread Rule screen in the Job Costing module, select the new rule using the Spread Rule field’s LOV. Then click the [Spread] button to apply the new rule. For more details on how the Budget Spread Rule is calculated, please see Opportunity Management - Budget Spread Rule Calculation.

Only rules that use the GLPERIOD interval type can be used in the OM. The other period interval types (MONTHLY, YEARLY, QUARTERLY, and WEEKLY) do not apply.

Pgm: JCSPRRUL – Spread Rule Maintenance; standard Treeview path: Job Costing > Setup > Local Tables > Create Budget Spread Rule