Schedule review

Step by step

1. Booking context Sales Operations

   Sales Operations supplies the booking reference, account and product for the schedule Revenue Accounting will review.

   • Connect booking to account and product
   • Updates Commission schedules, Accounts, Products

2. Schedule dates Revenue Accounting

   Revenue Accounting checks the booking date, start and end dates, term and recognition method against the booking.

   • Record start, end, term and method
   • Updates Commission schedules

3. Earning review Revenue Accounting

   Revenue Accounting compares the scheduled total with the earned amount and checks related statement line dates.

   • Compare total and earned amounts
   • Updates Commission schedules

4. Hold follow-up Revenue Accounting

   Revenue Accounting investigates a Hold reason and its supporting decision or attachment before updating the schedule.

   • Investigate hold reason and decision evidence
   • Updates Commission schedules, Review decisions, Record attachments

Revenue Accounting

Owns schedule review.

Sales Operations

Supplies booking context.

Finance Leadership

Handles material exceptions.