View Recognition Schedules for a Customer

Select View customer profile from the Contracts menu

Type the name of the customer in the search box. Select the company name from the list of options that appear.

You will be taken to the Contract Workspace for the customer. This will list all active contracts for the customer and summarise them by Contract Group (a Contract Group generally represents a sale transaction or contract with multiple product lines).

You can view the schedules for an individual product line (represented by a unique contract reference) or you can view the 'rolled up' metrics/schedules for the entire contract group.

If you select an individual contract you will see a summary of the core contract details for the line item (i.e. start & end dates, term, quantity, pricing).

You will also see tabs for the Billing, Revenue, and Balances. By clicking on the tabs you can move between each view.

To return to the summary view for the Customer, select either 'Clear View' or the 'Show Selector' text at the top right.

You will return to the Workspace Summary page. Select 'View Rolled Up Metrics to view an overall summary for the contract group.

You will see a Group Rollup page where you can view the Billing, Revenue, and Balances for the entire contract group.