In this article
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.
When you first open this page, no filters are applied to the data. Add filters to see only the data that you want.
Add Deferral Template
To add a deferral template, follow these steps:
- From the SBS ARED Advanced Deferral Templates List, select New, which opens the SBS ARED Advanced Deferral Template page.
- Specify a Template name and Description.
- Select the Period frequency.
- In the Template Lines list:
- Select New to add a line.
- Specify the Period Type and Length.
Delete Deferral Template
To delete a deferral template, follow these steps:
- From the SBS ARED Advanced Deferral Templates List, select a record and select Manage > Delete.
- When you are asked to confirm the action, select Yes.
Fields
This page contains the following fields:
| Field | Description |
| Template | Displays the deferral template ID. |
| Description | Displays a description of the deferral template. |
| Period Frequency | Displays the period frequency used for the deferral template. |
Action
The following actions are available:
| Action | Description |
| Import/Export |
Select the file format for importing or exporting data:
For file format information, see Straight Line Template. |
