Published at: 2026-09-17
Income management business process overview
Income Management user operations center on selecting a receivable Data Source, confirming the receivable amount, completing allocation, and submitting the Receivable.
Business process
Determine the Business Scenario
├── Subscription or recurring billing
│ └── Generate a Periodic Receivable through the configured Workflow
└── One-time transaction or project delivery
├── Amount confirmed: create a Receivable from a Contract or Order
└── Amount pending confirmation: create a Receivable from a Settlement
└── Create multiple Receivables as needed until the Pending Receivable Amount is exhausted
Common user steps
- Select the Data Source that matches the current business.
- Select a Contract, Order, or Settlement record.
- Enter the current receivable amount or collection ratio.
- Distribute the receivable amount to Product Details.
- Complete the Receivable information and submit it.
Two manual creation processes
Contract-Based Receivable Creation
When the transaction amount is specified in the Contract or Order, select Product Details directly and create the receivable plan. This process supports one-time and installment payments.
Settlement-Based Receivable Creation
After actual delivery or Service completion, mark the Settlement as Settlement Completed first and then create a Receivable by pushing or pulling the Settlement record. You can create multiple Receivables from one Settlement.