Agreement Revenue Snapshots

Revenue Snapshots allow users to save their revenue data for future reporting. Snapshots can be created for both forecast and actual revenue. This allows users to view the data as it existed on the date the snapshot was created. Any subsequent changes to actual or forecast revenue will not be reflected in the snapshot.

Two different revenue snapshots are provided.

• Agreement Revenue Snapshot
• Agreement Revenue Forecast Snapshot

Snapshots can be created from the Revenue Console for Forecast Snapshots or from Revenue Agreements for Forecast and Actual Snapshots.

Agreement Revenue Snapshot captures the actual revenue data for an agreement fee on the date the snapshot is created.

To create Agreement Revenue Snapshots

1. Select an appropriate agreement.
2. Under the Agreement Revenue Snapshots section, click New Agreement Revenue Snapshots.

3. Complete the following fields.
   
   

   Field	Description
   Agreement Revenue Snapshot ID	Displays the Agreement Revenue Snapshot ID.
   Currency	Select the Currency.
   Created By	Displays the name of the owner of the Agreement Revenue Snapshot.
   Last Modified By	Displays the name of the person who modified the Agreement Revenue Snapshot.
   Active	Indicates if the Agreement Revenue Snapshot is active.
   Actual Amount	Enter the Actual Amount.
   Actual Units	Enter Actual Units.
   Actual Units (Old)	Enter the Actual Units (old).
   Agreement	Displays the name of the source agreement.
   Agreement Fee	Enter name of the source fee.
   Agreement Prepay	Enter name of the source prepay.
   Agreement True Up	Enter name of the source true up.
   Cumulative Actual Amount	Enter cumulative actual amount
   Cumulative Actual Units	Enter cumulative actual units.
   Cumulative Actual Units (Old)	Enter cumulative actual units (old).
   Cumulative Prepaid Amount	Enter cumulative prepaid amount.
   Cumulative Recognized Amount	Enter cumulative recognized amount.
   Current Period Date	Enter current period date.
   Current Period Number	Enter current period number.
   Deferred Balance Amount	Enter deferred balance amount.
   Monthly Price	Enter monthly price.
   Revenue Subtype	Select revenue subtype
   Revenue Type	Select revenue type.
   RevRec Period Date	Enter RevRec period date.
   RevRec Period Number	Enter RevRec period number.
   RevRec Rule	Select RevRec rule.
   RevRec Source	Select RevRec source.
   Snapshot Category	Select Snapshot category.

   
   

4. Click Save.