Viewing Recognition Treatments
To view recognition treatments, you need the lists permission Recognition Treatment at the View level or higher. For more information, see Roles and Permissions for Rule-Based Recognition Treatment.
NetSuite provides several ways to view recognition treatments.
From the Menu
From the menu, you can see a complete list of the recognition treatment records in your account and view individual records as needed.
To view a recognition treatment from the menu:
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Go to Setup > Accounting > Revenue > Recognition Treatments.
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Click View next to the recognition treatment you want to view.
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Click Back or List to return to the Recognition Treatments list page.
From a Recognition Treatment Rule
When you are creating or editing a recognition treatment rule, you can view recognition treatments in a popup window.
To view a recognition treatment from a recognition treatment rule:
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With the recognition treatment rule in edit mode, select a Recognition Treatment from the list.
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Click the open icon
to the right of the list.The Recognition Treatment page opens in a new browser tab.
From a Revenue Element
When the lookup process applies a recognition treatment to a revenue element, it adds a link to the treatment on the element record.
You need the following additional permissions to access a recognition treatment from a revenue element using this procedure:
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Lists permission Revenue Element, View level or higher
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Transactions permission Revenue Arrangement, View level or higher
To view a recognition treatment from a revenue element:
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Go to Transactions > Financial > Revenue Arrangements, and click View next to the revenue arrangement with the revenue element whose treatment you want to view.
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On the Revenue Element subtab of the Revenue Elements subtab, click the link in the Revenue Element column.
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On the Revenue Element page, click the link in the Recognition Treatment field.
If the Recognition Treatment field is empty, no recognition treatment is associated with the element.
From Search Results
You can create a search for recognition treatments at Setup > Accounting > Revenue > Recognition Treatments > Search or from the Search link in the top right of the Recognition Treatment page.
You can use a revenue element advanced search or saved search to view recognition treatments in the context of revenue elements. Both the criteria filters and the results fields include Recognition Treatment.
For help with advanced search and saved search, see Defining an Advanced Search and Defining a Saved Search.
To view a recognition treatment with revenue elements from search results:
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Go to Lists > Search > Saved Searches.
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If desired, click Create Saved Search.
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Complete header fields and add criteria filters as desired.
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On the Results subtab, add Recognition Treatment to the fields and order the fields as desired.
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Complete sorting and output fields in the header of the subtab as desired.
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Click Submit (or Preview in a saved search) to see your results.
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Click View for the revenue element that includes the recognition treatment you want to see.
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On the Revenue Element page, click the link in the Recognition Treatment field.
If the Recognition Treatment field is empty, no recognition treatment is associated with the element.
You can use similar steps to access a recognition treatment from a Transaction search for the Revenue Arrangement type. Revenue Element Fields are near the bottom of the list of results fields, and Recognition Treatment is included.