- Log in to the user portal as a sales operations user or an administrator.
- In the navigation pane, click Tools.
- In the Manage section, click Products.
- Navigate to the base-level product for which you want to enable revenue
schedules by default, and then click Edit.You can enable revenue schedules for actual products only, not for product categories.
- In the Edit product dialog box, enter the revenue schedule
- Select the Recurring revenue checkbox.
- In the Term interval list, select the frequency for the payments in the schedule.
- In the Term length field, specify the number of payments in the schedule.
- Click Submit.
Pega Sales Automation Implementation Guide