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SBS ARED Advanced Deferral Template

Use this page to define straight-line templates that are used for deferral schedules.

Advantages of using a template include the following: 

  • Automatically calculating the length of the deferral
  • Allowing deferral schedules that have periods where the recognition is skipped
  • Automating deferrals by assigning the template to product, product group, product category, customers, or customer group.
    The template assignment is done from the SBS ARED Deferral Defaults Setup List page.

A template can have a period frequency of daily, monthly, or fiscal periods.

The template lines consist of the type (Recognized or Skipped), and the period length. Skipped lines have an amount of zero (0) on the deferral schedule lines.

Add Deferral Template

To add a deferral template, follow these steps: 

  1. From the SBS ARED Advanced Deferral Templates List, select New, which opens the SBS ARED Advanced Deferral Template page.
  2. Specify a Template name and Description.
  3. Select the Period frequency.
  4. In the Template Lines list:
    1. Select New to add a line.
    2. Specify the Period Type and Length.

Delete Deferral Template

To delete a deferral template, follow these steps: 

  1. From the SBS ARED Advanced Deferral Templates List, select a record and select Manage > Delete.
  2. When you are asked to confirm the action, select Yes.

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Fields

This page contains the following fields:

Field Description
Template Header
Template Specify the name of the deferral template. Required.
Description Specify a description for the template.
Period Frequency Select the period frequency for the deferral template: Daily, Monthly, or Fiscal Period.
Template Lines Description
Period Type Select the period type for the deferral: Recognized or Skipped.
Length Specify the period length. The length must be a positive number greater than zero (0). Required.