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SBS ARED Deferral Item Setup

Use this page to define which items are deferrable by default. You can set up for which types of transactions the items are deferrable. Also, you can specify whether a single item or and entire item categories are deferrable.

When setting items as deferrable, ensure that you also set the default accounts and templates on the SBS ARED Deferral Defaults Setup page. If the accounts and templates are not set, any transaction line entered with these items are not deferred by default.

Set Up Deferral Item

To set up a deferral item, follow these steps: 

  1. In Transaction For, select for which transaction specify the item applies.
  2. In Type, select how the deferral default values are applied.
  3. Select the Item No.
  4. Select the type of template the deferral item uses (straight line or event based), and then select the specific template.
    If the values are not specified, the template is from the SBS ARED Deferral Defaults Setup.

To export deferral items, you can choose the export file type: 

  • To export to a CSV file, select Actions > Import/Export > CSV > Export Deferral Item.
  • To export to an XML file, select Actions > Import/Export > XML > Export Deferral Item.

The exported data is saved to your downloads location.

Tip: If you have deferral items that you want to import, you can run the export action and use the file as a template. After you update the file with the data, you can import it to Subscription Billing

To import deferrals, you can choose the import file type:

  • To export to a CSV file, select Actions > Import/Export > CSV > Import Deferral Item.
  • To export to an XML file, select Actions > Import/Export > XML > Import Deferral Item.

Fields

This page contains the following fields: 

Field Description
Transaction For

Select for which transaction specify the deferral item applies: 

  • Sales Invoice: The deferral item applies to all sales transaction types (i.e., sales order, invoice and credit memo).
  • Purchase Invoice: The deferral item applies to all purchase transaction types (i.e., purchase order, invoice and credit memo).
Type

Select how the deferral default values are applied: 

  • Item: Applies the deferral default values to a single item.
  • Item Category: Applies the deferral default values to an item category.
  • All: Applies the deferral default values to all items and item groups or categories.
Item No.

Select the item number.

Description

Displays the description for the item.

Default Template

Select which type of deferral template is used for the deferral schedule for the item: Straight Line or Event Based.

Default Straight Line Template

Select the default straight line template. If you leave this box empty, the template from the SBS ARED Deferral Defaults Setup is used.

Default Event Based Template Select the default event-based template. If you leave this box empty, the template from the SBS ARED Deferral Defaults Setup is used.

Actions

This page contains the following actions: 

Button Description
Import/Export

Select the format you want to import or export data for the deferral items: XML or CSV.