Revenue Item Data Element

Revenue Items are the core data construct that tracks and manages revenue. It consists of a REVENUE_ITEM table that describes the item and the REVENUE_ITEM_SCHEDULE table describes how much is to be recognized in each month. REVENUE_ITEM_SCHEDULE also identifies if the revenue has been posted to the GL yet or not and to which period.

REVENUE_ITEM

Field	Type	Comment
REVENUE_ITEM_ID	Number
UTA_ENTITY_ID	Number	FK for UTA_ENTITY
AGENT_GROUP_ID	Number	Placeholder for Row Level Auth opportunity
SALES_ITEM_REF	String	Primary reference to the revenue. Will not change per revision.
REVENUE_ITEM_NAME	String	Name or Description of Revenue Item
REVENUE_ITEM_STATUS_CD	String	Code Master for status of the Revenue Item
REVENUE_ITEM_DATE_STATUS_CD	String	Code Master for status of the Revenue_Item_Date
DEAL_ID	Number	FK for Deal
CLIENT_ID	Number	FK for PARTY of type Client
BUYER_ID	Number	FK for PARTY of type Buyer
PROJECT_ID	Number	FK for Project
DEPARTMENT_ID	Number	FK for UTA Department
CURRENCY_CD	String	Code master for CURRENCY_CD
REVENUE_ITEM_GROSS_AMT	Number	Gross amount used to calculate revenue
REVENUE_ITEM_COMMISSION_FLAT_IND	Boolean	Indicator if UTA commission is flat or % based
REVENUE_ITEM_COMMISSION_PERC	Number	% of commission off of gross amt
REVENUE_ITEM_COMMISSION_AMT	Number	Total Commission for UTA
REVENUE_ITEM_START_DT	Date	Start Date of the Revenue Item
REVENUE_ITEM_END_DT	Date	End Date of the Revenue Item
REVENUE_ITEM_REC_STYLE_CD	String	Code Master for Revenue_Item_Rec_Style
CURRENT_ITEM_IND	Boolean	Indicator if it is current
CREATED_BY	String	User who created the record
CREATED_DT	Timestamp	Timestamp when record was created
UPDATED_BY	String	User who last updated the record
UPDATED_DT	Timestamp	Timestamp when record was last updated

REVENUE_ITEM CODE MASTER

Code_Master_CD	Code_Master_Desc	Code_Master_Type
U	Unconfirmed	REVENUE_ITEM_STATUS_CD
C	Confirmed	REVENUE_ITEM_STATUS_CD
M	Missed	REVENUE_ITEM_STATUS_CD
U	Unconfirmed	REVENUE_ITEM_DATE_STATUS_CD
C	Confirmed	REVENUE_ITEM_DATE_STATUS_CD
I	Immediate	REVENUE_ITEM_REC_STYLE_CD
M	Monthly	REVENUE_ITEM_REC_STYLE_CD
C	Cash	REVENUE_ITEM_REC_STYLE_CD

Code Master Type	Code	Attribute	Value	Description
REVENUE_ITEM_STATUS_CD	U	Final	F	Is this status considered final
REVENUE_ITEM_STATUS_CD	C	Final	T	Is this status considered final
REVENUE_ITEM_STATUS_CD	M	Final	T	Is this status considered final

REVENUE_ITEM_SCHEDULE

Field	Type	Comment
REVENUE_ITEM_SCHEDULE_ID	Number	PK
REVENUE_ITEM_ID	Number	FK to Revenue_item
REVENUE_AMT	Number	Amount to recognize
REVENUE_DT	Date	Date to recognize revenue
REVENUE_ITEM_POSTING_STATUS_CD	String	Code Master for revenue_item_Posting_Status
REVENUE_ITEM_POSTING_DT	Date	Posting Date
CREATED_BY	String	User who created the record
CREATED_DT	Timestamp	Timestamp when record was created
UPDATED_BY	String	User who last updated the record
UPDATED_DT	Timestamp	Timestamp when record was last updated

REVENUE_ITEM_SCHEDULE CODE MASTER

Code_Master_CD	Code_Master_Desc	Code_Master_Type
P	Posted	POSTING_STATUS_CD
U	Unposted	POSTING_STATUS_CD
X	Skipped	POSTING_STATUS_CD

Code Master Type	Attribute	Value	Description
REVENUE_ITEM_STATUS_CD	None