KBA-01189: Overview of the ItemBudgetRevenue Rules

Overview:

The ItemBudgetRevenue rules control the revenue entry on the Budget Entry for a Change Item. The rules are the codes for the TaskCostType code set (as defined in the Code Maintenance tool).

The ItemBudgetRevenue rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in the group consists of a rule name and a result value.


Filter Value:

None

The ItemBudgetRevenue rules do not use filter values.


Result Value:

Auto/Manual/Disabled

The ItemBudgetRevenue rules accept the following as result values.

  • Auto = revenue is calculated using the markup rule (default).
  • Manual = revenue can be entered manually, but is assumed to be zero.
  • Disabled = revenue is prohibited so always zero.

Rules:

AA

Specifies (in the result value) how revenue will be handled on an auto allocated entry.

RQ

Specifies (in the result value) how revenue will be handled on the RFQ entry.

RR

Specifies (in the result value) how revenue will be handled on the Revenue entry. Note: it is usually a bad idea to disable revenue on this entry.

SG

Specifies (in the result value) how revenue will be handled on the CCO entry.

SN

Specifies (in the result value) how revenue will be handled on the Commitment entry.

SP

Specifies (in the result value) how revenue will be handled on the Self Perform entry.


Additional Comments:

Unlike most rule entries that take effect almost immediately, these settings are loaded into memory the first time a Project Change Order is opened, and they remain cached.  Therefore, it is often necessary to reset the application pool for new values to take effect.


KBA-01189; Last updated: October 20, 2016 at 11:11 am; green text = new
Keywords:  rules, control, revenue, CI Items