Revenue Split Workflow

Ensure a system administrator completes the setup tasks:

  1. On the SBS MERA Revenue Split Template page, create bundle items.
  2. On the SBS MERAItem Standalone Selling Price page, specify the standalone selling price for items.
  3. On the SBS MERA Multi-Element Revenue Allocation Setup page, select whether to hide child items from the sales invoice.

Create Sales Order

To create a sales order that has an item that uses revenue splitting, follow these steps: 

  1. When you set up the functionality, do the following:
  2. On the Sales Invoice page, create a sales order with items.
  3. If you want the item to be part of a revenue split, select the Revenue split check box for the line.
    This item becomes the parent item, and if the template is already set up, the child items automatically appear in the list. From version 42.1 onwards, the child quantity will be calculated as follows: Parent Quantity * Child Quantity (as per the quantity defined in the Revenue Split Template - Revenue Split with Different Quantities).
  4. To add more child items, select Add revenue split child, and select the child item you want to. From version 41.2 onwards, a Child Quantity field (whose default value is 1) will be used to calculate the Quantity of the Revenue Split Child Item. The calculation will be Amount for Child Item = New Quantity of Child Item * Unit Price of the Child Item and so the Parent amount will be calculated as the sum of all the child Amounts.

    5. Child Item and Quantity

  5. Save the invoice and process it when you are ready.