Viewing Recognition Treatment Rules

To view recognition treatment rules, you need the list permission Recognition Treatment Rule 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 treatment rules.

From the Menu

From the menu, you can see a complete list of the recognition treatment rules in your account and view individual records as needed.

To view a recognition treatment rule from the menu:

Go to Setup > Accounting > Revenue > Recognition Treatment Rules.
Click View next to the recognition treatment rule you want to view.
Click Back or List to return to the Recognition Treatment Rules list page.

From a Revenue Element

When the lookup process applies a recognition treatment rule to a revenue element, it adds a link to the treatment rule on the element record.

You need these additional permissions to access a recognition treatment rule from a revenue element using this procedure:

Lists permission Revenue Element, View level or higher
Transactions permission Revenue Arrangement, View level or higher

To view a recognition treatment rule from a revenue element:

Go to Transactions > Financial > Revenue Arrangements, and click View next to the revenue arrangement with the revenue element whose treatment you want to view.
On the Revenue Element subtab of the Revenue Elements subtab, click the link in the Revenue Element column.
On the Revenue Element page, click the link in the Recognition Treatment Rule field.

If the Recognition Treatment Rule field is empty, no recognition treatment rule is associated with the element.

From Search Results

You can use a revenue element advanced search or saved search to view recognition treatment rules. Both the criteria filters and the results fields include Recognition Treatment Rule.

For help with advanced search and saved search, see Defining an Advanced Search and Defining a Saved Search.

To view a recognition treatment rule from search results:

Go to Lists > Search > Saved Searches.
If desired, click Create Saved Search.
Complete header fields and add criteria filters as desired.
On the Results subtab, add Recognition Treatment Rule to the fields and order the fields as desired.
Complete sorting and output fields in the header of the subtab as desired.
Click Submit (or Preview in a saved search) to see your results.
Click View for the revenue element that includes the recognition treatment rule you want to see.
On the Revenue Element page, click the link in the Recognition Treatment Rule field.

If the Recognition Treatment Rule field is empty, no recognition treatment is associated with the element.

You can use similar steps to access a recognition treatment rule 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 Rule is included.