Editing Product Revenue and Expense Accounts: Procedures by Transaction Status and Product State

Guidelines for modifying the revenue and expense account associated with a specific product based on whether or not there are operations on the product

• If there are no operations on the product:

  • You can manually modify the revenue and expense account via:
    • Go to Products and Costs.
    • Click the edit icon next to the desired product.

• If there are operations on the product:

  • You cannot modify the accounts directly from the system.
  • You must submit a request to the technical team by following the steps below:
    1. Add the Support User to the system.
    2. Prepare an Excel file containing:
       • The product sequential number.
       • The new revenue account number.
       • The new expense account number.
    3. Send the file and request the modification.

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