Free Text Invoice Transaction Deferral

Select the end date of the event.

Note: When you select the end date, the Expiration date is cleared. You cannot use both the end date and expiration date.

Select the expiration date of the event.

Note: When you select the end date, the Expiration date is cleared. You cannot use both the end date and expiration date.

Specify the allocation quantity. The default value for all lines is zero (0). If you update the quantity, the total quantity of all lines must be equal to or less than the quantity specified for the line item on the sales order.

Available when Allocation type is Variable quantity.

Note: If the quantity of the line item on the sales order is changed to be lower than the original quantity and the invoice is created, fewer event-based lines are created during the invoice creation so that the total allocated quantity does not exceed the quantity specified on originating the sales order or billing schedule.

Specify the allocation percentage. You can manually specify the percentage when Allocation type is Percentage or Percentage of completion. Otherwise, this value is automatically calculated.

When Allocation type is Percentage, the total of the percentage must equal 100.

Specify the allocation amount. You can specify this amount when Allocation type is Variable amounts or Percentage of completion.

When Allocation type is Percentage of completion, and you specify the amount, the Completion percentage is automatically calculated.

Because of rounding, the amount calculated may not exactly be what is manually entered. If you need an exact amount, use Variable amounts.

Specify the percentage of completion. Available only when Allocation type is Percentage of completion.

This value must be between zero (0) and 100.

Displays the calculated total sum for all lines in the deferral schedule. Available only when Allocation type is Percentage of completion.

When Allocation type is Percentage of completion, you can manually specify an amount. If you specify the amount, the Completion percentage is calculated based on this amount.

Because of rounding, the amount calculated may not exactly be what is manually entered.

Determines whether the line is automatically recognized as soon as the transaction is posted: 

• Selected: The line is automatically recognized as soon as the transaction is posted.
• Cleared: The line is not recognized as soon as the transaction is posted.

Specify the recognition account for the event (if the account is different from the entire deferral schedule).

You can use this account in conjunction with the Recognize on post option.