Searching for Revenue Elements with Missing Dates

When dates are missing in revenue elements whose revenue recognition rules get start or end dates from the element, NetSuite cannot create revenue plans. For more information about revenue recognition date fields, see Revenue Recognition Rule Field Reference.

You should create a saved search to identify revenue elements with missing dates when revenue plan creation depends on dates in the revenue element. You can use the saved search to edit revenue arrangements and add dates to revenue elements as needed.

An example of one way to create the search is shown in the following procedure. Other methods exist. For more information, see Saved Searches.

To create a saved search for revenue elements with missing dates:

Identify revenue recognition rules that have either of these settings:
- Rev Rec Start Date Source set to Revenue Element Start Date
- Rev Rec End Date Source set to Revenue Element End Date
You can find these rules on the Revenue Recognition Rules list page at Lists > Accounting > Revenue Recognition Rules. If you have too many rules for the list view to be practical, you can search for rules with these settings. For help, see Running Searches.
Create a revenue element saved search as follows:
1. Go to Lists > Accounting > Revenue Elements > Search.
  
  If the simple Revenue Element Search page opens, check the Use Advanced Search box.
2. On the Criteria subtab, add the following filters and values:
  - Revenue Recognition Rule – select the rules you identified in step 1.
  - Start Date – select empty.
  - End Date – select empty.
  - Forecast Start Date – select empty.
  - Forecast End Date – select empty.
3. Click Create Saved Search.
4. In the Search Title field, enter a descriptive name, such as Revenue Elements Missing Dates.
5. On the Results subtab, add the Revenue Arrangement field at a minimum. You can add, remove, and reorder other rows to meet your specific requirements.
6. Click Preview to review the results, and click Return to Criteria to adjust the Results if needed.
7. (Optional) To make the search available to others and use it in portlets, click the appropriate boxes at the top of the page.
8. Click Save.
(Optional) Add your revenue element saved search to dashboard portlets as needed. For help, see Dashboards Overview.

To create a saved search for revenue elements with missing dates:

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