This article shows you how to use the Batch Revenue tool in TFS to manage revenue items. In the examples used we are using a template called Referrer Split.
This template gives a flat fee to the referrer of the deal and takes the remaining revenue and splits it between the application Broker and the Enterprise.
We have two transactions against broker Mr Mike Peters
Running the Tool
The Batch Revenue tool allows you to control the split payments of revenue items
- Select Tools \ Batch Rev.
- Select the type of revenue that you want to view. There are 4 options;
| ALL | Shows all open revenue items. |
| Received Revenue | Shows you all revenue items that have been marked as received (On the revenue item.) |
| Unpaid Received Revenue | Shows you all revenue items that have been marked as received but have not yet been marked as paid. |
| Unpaid Unreceived Revenue | Shows you all items that have not been marked as received or paid |
3. Select the type of entity that you want to filter by.
4. Select the Entity that you want to see.