Filtering the Revenue Recognition Source Transaction List
This topic applies to the Revenue Recognition feature. Revenue Recognition is the key feature of NetSuite classic revenue recognition. Classic revenue recognition features are not available in new NetSuite implementations. Classic revenue recognition (also called legacy revenue recognition) is still supported for customers who previously enabled it. NetSuite currently offers the Advanced Revenue Management (Essentials) feature to automate revenue deferral and recognition. For information about the current feature, see Advanced Revenue Management (Essentials) and (Revenue Allocation).
Use the following fields to filter the list of source transactions on the Create Revenue Recognition Journal Entries page that require revenue recognition journal entries:
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Posting Period |
Choose to show only schedules that are due to post during the period you have chosen. If the Rev Rec Start Date of a schedule is in a closed period, the amount that would have been recognized in that period is posted to the first open period. The Accounts Receivable close determines if a period is closed. |
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Transaction Type |
Choose to show All transaction types, or only Invoice, Cash Sale, Credit Memo, Cash Refund, Revenue Commitment, Revenue Commitment Reversal, or Journal Entry. |
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Type |
Choose to show Standard schedules, Variable schedules or All schedules. |
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Item Type |
Filter the list of schedules to include only ones with the item type you select. Select All to include all item types. |
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Customer |
Filter the list of schedules to include only ones associated with the customer you select. Leave this field blank to include all customers. |
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Target Account |
Filter the list of schedules to include only ones that target the general ledger account you select. Select All to include all accounts. |
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Deferral Account |
Filter the list of schedules to include only ones that use the deferral account you select. Select All to include all accounts. |
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Transaction Date |
Filter the list of schedules to include only ones with a transaction date included in the time period you select. Select All to include all transaction dates. |