Revenue Sources

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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.

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Layout

This window shows all revenue sources the system. It can be accessed through Settings.

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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.

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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.

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Merge\Multi Select

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. Edit

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.

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New Button

Clicking on the New button a new item. See below.

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Revenue Source

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Usage

Name: Name is the value that will be displayed everywhere including Reports.

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FAQ

To Do

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Additional Information

To Do

See MyViews.
See Common UI Behaviors.