Billing and Revenue Summary Report
This topic is for the classic revenue recognition report. Customized versions of this report produce errors after the Advanced Revenue Management (Essentials) feature is enabled. For the advanced revenue management context, see Billing and Revenue Summary Report. The topics are similar, but the related reports are different.
The Billing and Revenue Summary report displays billing, revenue recognition, revenue deferral, and Revenue Commitment data at the transaction level. You can use this report to track billing and revenue for sales orders and return authorizations. This report is available after the Revenue Recognition feature has been enabled on the Accounting subtab at Setup > Company > Setup Tasks > Enable Features ( Administrator ).
The report includes the following fields:
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transaction date
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transaction number
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transaction type
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customer
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amount
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total amount billed
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total amount of revenue committed
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total amount of revenue recognized
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total amount of revenue deferred.
This report is compatible with, but does not require, the Revenue Commitments feature and with all historical recognition methods.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. The Report by Period preference can be configured at Home > Set Preferences, the Analytics subtab.
To see a Billing and Revenue Summary report:
Go to Reports > Revenue > Billing and Revenue Summary.
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Related Reports
- Deferred Revenue by Customer Report
- Deferred Revenue by Item Report
- Deferred Revenue by State Report
- Revenue by Customer Report
- Revenue by Item Report
- Revenue by State Report
- Deferred Revenue Rollforward Report
- Scheduled Deferred Revenue Report
- Revenue Recognition Forecast Summary Report
- Revenue Recognition Forecast Detail Report
- Sales Order Revenue Forecast Summary Report
- Sales Order Revenue Forecast Detail Report