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Revenue Sources
<div id="Text"> ==Revenue Sources== [Settings|back] ((('''WORK IN PROGRESS''' - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by [SendSmile|sending us a smile].))) When you create a [Contract], you will need to specify a revenue source; which is most often is used to designate a [Contract] as something like Local Direct, National Agency, etc. This selection provides a means to filter certain types of sales into separate [Reports]. Most [Reports] allow you to choose which Revenue Sources to include when generating the report. ===Layout=== This window shows all revenue sources the system. It can be accessed through [Settings]. <center>[image||{UP}RevenueSources/Revsou3.png]</center> <center>[image||{UP}releasenotes/white21.gif]</center> ===Main Menu=== * '''File''' ** '''New''': Creates a new item. ** '''Open''': Opens the highlighted item. ** '''Print''': Prints the existing visible list. ** '''Print Preview''': Print previews the existing visible list. ** '''Close''': Closes the window. * '''View''' ** '''Archive''': Check-mark onn/off to see archived revenue sources. ** '''Trash''': Check-mark onn/off to see trashed revenue sources. ** '''Reset''': Reset the page to base settings. ** '''Refresh''': Refreshes the page. ===Context Menu=== * '''Open''': Opens the highlighted item. * '''New''': Creates a new item. * '''Merge''': Merges one revenue source into another and then deletes. * '''Archive''': Archives the selected revenue source * '''Trash''': Trashes the selected revenue source. ===Merge\Multi Select=== <center>[image||{UP}releasenotes/white23.gif]</center> Merge will move all allocated areas assigned from the original revenue source to the merged one, you assign it to, and then delete the original revenue source selected. Multi-Select allows you to Shift/Left click or ctrl/left click to gather a few revenue sources and right click to open the Context menu and apply to all highlighted. ===Hot Keys=== * '''F1''': Launches the help system (requires correctly configured web browser). * '''F4''' or '''Ins''': Creates a new item. * '''F5''': Refreshes the view from the database. * '''F6''' or '''Esc''': Closes the window. * '''Enter''': Opens the highlighted item. * '''Home''': Moves the highlight line to the top of the list. * '''End''': Moves the highlight line to the bottom of the list. ===New Button=== Clicking on the New button a new item. See below. ==Revenue Source== [image||{UP}RevenueSource/Revsou2.png] ===Usage=== * '''Name''': Name is the value that will be displayed everywhere including [Reports]. ==FAQ== (((To Do))) ==Additional Information== (((To Do))) See [MyViews].{br} See [Common|Common UI Behaviors]. </div> <DIV class=transcludedpage> <div id="Side">{toc} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} </div> </div> <SCRIPT type=text/javascript> var navItem = document.getElementById('ManualTab'); navItem.className = 'active'; </SCRIPT>
Due to the nature of software development, information and content found on this website may not be representative of the current version(s).
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