Starting the Review Process
A review process can be started for a revenue contract manually or automatically.
Automatic
A revenue contract can be flagged automatically as requiring a review. This can happen when:
• A revenue contract is first created.
• A new version of the contract is created.
Manual
There are two ways to manually flag a revenue contract as requiring a review in Revenue Contract Create or Modify.
1 On the General tab, select the Review Required field. You then select a review reason and enter explanatory text.
2 You can use the second way when a contract is not currently flagged as needing a review. On the Review tab, you can create a new review record and leave the result as Needs Attention. When you save the revenue contact, it is updated as requiring a review. On the General tab, the review reason code is set to General and then text entered against the review record is copied into the review note field.