Difference between revisions of "Deferred Revenue Processing"
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Deferred revenues processing creates the transactions necessary to post the deferred revenues to the account system. |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Mark the All radio button to process all agreements based on a cut-off date. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Mark the All radio button to process all agreements based on a cut-off date. | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | ||
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the posting method as Detailed or Summary. |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type]] | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type]] | ||
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary# | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#agreements_Number|Agreement Number]] |
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Latest revision as of 10:50, 10 January 2023
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| Navigation | |||
| Select Agreements > Deferred Revenues | |||
| Overview | |||
| Deferred revenues processing creates the transactions necessary to post the deferred revenues to the account system. | |||
| • Mark the All radio button to process all agreements based on a cut-off date. | |||
| • Mark the Selected radio button to use the filter fields to select the agreements to process. | |||
| • Use the Reset Grid to update the grid based on different search paramters. | |||
| • Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | |||
| • Set the posting method as Detailed or Summary. | |||
| • Set the starting invoice number using the Next Invoice number field. | |||
| • Filter by Agreement Type | |||
| • Filter by Agreement Number | |||
