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Deferral Templates
Modules > Advanced revenue & expense deferrals > Setup > Deferral templates
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 Deferral Defaults 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.
Create a deferral template
To create a deferral template, follow these steps:
- Select New.
- Specify a unique Template name and a Description.
- Select the Period frequency.
- To add a line (or period), select Add to add the line to the top of the lines, or select Append to add a line to the bottom of the lines. For each line, do the following:
- Select the period Type.
- Specify the Period length.
- Repeat the previous step to add more lines for the template.
- Select Save.
Fields
This page contains the following fields:
| Field | Description |
| Template | Specify the name of the deferral template. |
| Description | Specify a description for the template. |
| Period frequency | Select the period frequency for the deferral template: Daily, Monthly, or Fiscal Period. |
| Lines | |
| When adding periods for the template, you can specify whether a period is skipped or recognized. | |
| Type |
Select whether the period is recognized or skipped:
|
| Period Length | Specify the period length for the line. |
Buttons
This page contains the following buttons:
| Button | Description |
| Lines | |
| Add | Adds a line above the currently selected line. |
| Append | Adds a line to the bottom of the lines |
