Reviewing Revenue Plans - 31f

Purpose: Use this document as a reference for reviewing revenue plans in ctcLink.

Audience: Settlement Manager, GL Accountant

Navigation: Main Menu > Customer Contracts > Review Revenue > Plans

Reviewing Revenue Plans

  1. Use the Review Revenue – Plan page to define search criteria:
    1. If it did not default, enter or select the business unit in the Business Unit field.
    2. If appropriate, enter a specific contract in the Contract field or leave blank to search on all contracts.
    3. If appropriate, use the Plan Status drop-down button to select a specific revenue plan status or leave blank to search on all revenue plans.
    4. Leave all the check boxes in both the Method and Fee Type sections selected. This allows for all revenue plans that might be associated to the contract search to appear.
    5. Click the Search button.
  1. Review the revenue plans returned from the search.

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