Database Query - Revenue Entity | Navusoft Knowledge Base

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The Revenue entity serves as the record of revenue, bridging the gap between services and the general ledger. It provides a breakdown of revenue by sales representative, line of business, and material type, while strictly tracking both earned and billed periods for accounting accuracy. By integrating operational codes with specific accounts, it can provide financial reporting and streamlined month-end reconciliation. This data focuses on AR Types considered as a revenue such as Work Order Charges, Recurring Charges for services, Manual Charges, Surcharges and Adjustments.

Initiating a Revenue Query

To generate a Revenue report using the Database Query tool, follow the steps outlined below. Reference the Database Query article for more details on how to use the tool for reporting.

Columns Available for Display

The following data can be pulled in when running a Revenue report.

Field Name	Description
Account and Site
Account ID	ID for the customer billing account.
Account Name	Primary name of the customer or organization responsible for payment.
Account Name2	Additional customer account name, alias, or secondary account description.
Account Class ID	ID for the customer account classification.
Account Class Name	Name of the customer classification, such as residential or commercial.
Site ID	ID for the physical service location.
Site Name	Name or description of the location where waste services are performed.
Site Class ID	ID for the service site classification.
Site Class Name	Description of the site classification, such as residential or commercial. This is an optional entry at the site level.
Site Source ID	ID for the source system or process that created the service site.
Division ID	ID for the operating division responsible for the account or service.
Division Name	Name of the operating division, branch, or geographic business unit.
Service Region ID	ID for the geographic region serving the customer site.
Service Region Name	Name of the geographic or operational region providing waste services.
Billing, Dates, and Accounting
Date	Date associated with the accounts receivable transaction or billing record.
Invoice Date	Date on which the customer invoice was issued or posted.
Start Date	Beginning date of the service, billing, or revenue period.
End Date	Ending date of the service, billing, or revenue period.
Earned Month	Numeric month in which the service revenue was earned.
Billed Month	Numeric month in which the service charge was billed to the customer.
Earned Year	Calendar year in which the service revenue was earned.
Billed Year	Calendar year in which the service charge was billed.
AR Type ID	Unique ID for the accounts receivable transaction type.
AR Type Name	Description of the AR transaction type, such as manual charge, recurring charge, work order charge, surcharge, or adjustment.
AR Period	Accounting period assigned to the accounts receivable transaction.
Earned Period	Accounting period in which the waste service revenue was recognized.
Amount	Total billable monetary amount charged for the entire service or related fee (this is the unit price of the service or charge times the quantity).
Debit GL Account ID	General ledger account where debits are placed.
Credit GL Account ID	General ledger account where credits are placed.
PO Number	Customer purchase order number associated with the service charge.
Service, Material, and Charges
Service ID	ID for the service.
Code	The code associated with the revenue. This will be either the Service Code ID, the Charge Code ID, or the Surcharge ID. If blank, check the AR Type Name field to determine the type of revenue.
Service Code ID	ID for the service code used to define the billed service.
Service Code Name	Name of the service code, such as a specific container or collection service.
Description	Detailed description of the service code.
Charge Code ID	ID for the billing charge code.
Charge Code Name	Name of the charge applied to the account for the service or related activity.
Surcharge ID	ID for an additional fee applied to the base service charge.
Surcharge Name	Name of the surcharge, such as a fuel, environmental, or regulatory fee.
Line of Business ID	ID for the business line associated with the transaction.
Line of Business Name	Name of the business line, such as residential or commercial waste services.
Material Type ID	ID for the material being collected, processed, or disposed of.
Material Type Name	Name of the waste material category, such as municipal solid waste or recyclables.
Quantity	Number of service units or charges.
Gross Quantity	Total quantity before adjustments, deductions, contamination exclusions, or other processing.
Label Charge Weight	Weight value used for a labeled, weight-based, or disposal-related charge.
Volume	Estimated or configured volume of waste serviced, typically measured by container capacity.
UOM Name	Name of the unit of measure (uom) used for the quantity or service charge, such as month, yard, or ton.
Is Temporary	Indicates whether the service or charge is temporary rather than part of the permanent account setup.
Manual Charge Note	Free-text explanation or supporting note for a manually entered charge.
Transaction, Batch, and Personnel References
Record ID	ID for the accounts receivable detail record.
Invoice ID	ID for the invoice containing the transaction.
Billing Batch ID	ID for the billing batch in which the charge was processed.
Bill Group ID	ID for the customer billing group or billing cycle.
Bill Group Name	Name of the billing group used to organize invoice processing.
Work Order Number	Operational work order reference for the collection, delivery, or service activity.
Work Order Record ID	ID for the operational work order record.
Sales Rep ID	ID for the sales representative associated with the account or service.
Sales Rep Name	Name of the sales representative responsible for the customer relationship.
Created Timestamp	Date and time when the accounts receivable record was created.

Entity Join Options

When running reports against the Accounts and Sites entity, the option to pull in data from other entities is provided by utilizing the Join feature in the Database Query tool.

Database Query

Revenue Analysis

Database Query - Revenue Entity

Initiating a Revenue Query

Columns Available for Display

Entity Join Options

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