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.
When you have filtered down to the revenue items that you want to pay.
You can select\deselect all items using the 
buttons.
You can also manually select lines by double clicking against the revenue item in the Select column.
Paying the Splits
When you have selected all the revenue items whose splits you want to pay adjust the Actions section,
Set the Pay Splits to Yes and set the date to mark them as paid.If you want to print a report for this then ensure the Print Splits? is set to Yes.
When you click OK a report will be produced showing the revenue items whose splits were paid.
