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Transaction Deferral

Use this page to specify the accounts and other settings for the associated deferral schedules. For information on standard Subscription Billing functionality, see the Subscription Billing documentation.

Creation of Events

A new Generate events from fiscal period menu item has been added to the Transaction Deferral window. Users must specify a Start Date and End Date to determine the number of periods to generate. An optional Line Description can also be entered. Event lines will be created according to the fiscal periods.

  • By default, the Start Date is set to one day after the latest deferral end date.

  • If no events contain a deferral end date, each event corresponds to a single fiscal period, and the start dates are calculated based on the number of event lines.

    • Example: If a template includes six event lines and none have a deferral end date, the start date will be the beginning of the seventh fiscal period from the billing start date. For instance, with a billing start date of 01/01/2025, the calculated start date would be 07/01/2025.

  • The total number of periods generated is calculated from the specified date range, reduced by the number of event lines already defined in the template.

Note icon. Note: The Generate events from fiscal period button is only enabled when:

  • The schedule type is event-based.

  • The selected event-based template supports Generate events from fiscal period.

  • The allocation type is percentage.

Defaulting by Dates

If the template has Generate events from fiscal periods enabled, the dates will be defaulted as follows:

  • Each event based line will be assigned to a fiscal period end, starting from the billing schedule line start date.

  • The remaining amounts will be straight line starting from the next fiscal period.

Example

Amount: 12,000

Template has 4 lines with percentages: 20, 20, 10, 10

Billing schedule start: 3/22/2025

Billing schedule end: 3/21/2026

Fiscal periods: same as calendar months

Resulting deferral schedule has 13 periods as shown below:

Fields

The following field boxes are available: 

Field Description
Accounts - Commission

Specify the accounts for deferral commission amounts.

The default deferral accounts are from the Deferral Defaults page. The recognition account is from the Commission Posting page. The default account values can be changed as needed.

Use invoice date-based deferral template

Determines if a deferral template is applied based on the invoice date.

  • Enabled (default): Inherited from Deferral parameters window.

  • Disabled: Prevents the deferral template from being applied based on the invoice date, reverts to standard functionality.
See also

Commission