Saved Search for Revenue Recognition Journal Details

Note:

This topic applies to both the Revenue Recognition feature and the Advanced Revenue Management (Essentials) feature.

To create a saved search for revenue recognition journal entry details, use the Transaction search type. Additional requirements are as follows:

Criteria – Select Applying Link Type, and set its description to is Revenue/Amortization Recognition.
Results – Make the following changes to the default fields:
- Change Type to Applying Transaction : Type.
- Change Document Number to Applying Transaction, and select Document Number from the Saved Transaction Search popup.
- Change Amount to Applying Link Amount.
Available Filters – Add a field using Applying Transaction Fields and select Date Created.

These settings return the details lines for revenue recognition journal entries for the date or date range you select. The results include the journal entry number and amount.

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