Published at: 2026-09-17
Admin quick start for income management configuration
This article guides administrators through the basic Income Management configuration and helps them verify that business users can use the correct Account Receivable Bill creation entries.
Before you start
- Have administrator permissions for Income Management or Business Rule Management.
- Confirm whether the enterprise uses Contracts, Orders, or Settlement Forms as receivable sources.
- If the system needs to generate periodic Account Receivable Bills automatically, confirm the periodic Products and Workflow trigger requirements.
Basic configuration path
- Open Income Management Configuration and confirm that Receivable Management is enabled.
- Configure the Quick Receivables master switch and data source entries.
- Configure Quick Receivable automation rules for Contracts or Orders as needed.
- Configure periodic automatic receivables for subscription-based business.
- Configure settlement sources for settlement-based business.
Verification results
- On the new Account Receivable Bill page, business users can see only the data sources that you opened.
- Contract or Order details pages that match an automation rule display a quick creation entry.
- Periodic business generates Account Receivable Bills after the Workflow is triggered.
- Settlement Forms display the configured sources and can participate in Account Receivable Bill creation.