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SBS ARED Event Based Deferral Templates List

Use this page to define event-based deferral templates for use in deferral transactions and to assign in the SBS ARED Deferral Defaults Setup List page. This page is available only when the event-based functionality is purchased and the license code is loaded.

When you first open this page, no filters are applied to the data. Add filters to see only the data that you want.

Add Event-Based Template

To add an event-based deferral template, follow these steps: 

  1. From the SBS ARED Event Based Deferral Templates List, select New, which opens the SBS ARED Event Based Deferral Template page.
  2. Specify a Template name and Description.
  3. Select the Event Allocation Type.
  4. Select whether you want to Create Separate Events Per Unit.
  5. Specify the Expiration Account.
  6. In the Template Lines list:
    1. Select New to add a line.
    2. Specify the Event Description, Months to Expiration, Recognize On Post, and Recognition Account. If needed, specify the Allocation Percentage.

Delete Event-Based Template

To delete an event-based deferral template, follow these steps: 

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

Fields

This page contains the following fields: 

Field Description
Template Displays the name for the event-based template.
Description Displays a description for the template.
Event Allocation Type

Displays how the amount is entered is the lines: 

  • Variable amounts: A specific amount for each line is entered.
  • Equal amounts: The amount is allocated equally for each line.
  • Percentage: A percentage value for each line is entered.
  • Percentage of completion: A cumulative completion value for each line is entered.
Event Per Unit

Displays whether a separate event is created for each unit: 

  • Selected: Each event line is split evenly by the number of units on the invoice transaction.
  • Cleared: The event lines are not split.

You can override this setting at the transaction level.

Expiration Account

Displays the recognition account that is used when the expiration date has past. Optional.

Actions

The following actions are available: 

Action Description
Actions
Import/Export

Select the file format for importing or exporting data: 

  • XML: Select import or export templates.
  • CSV: Select to import or export header or events (lines).

For file format information, see Event Based Template.