Revenue recognition schedule list—Order Entry

A revenue recognition schedule shows you which periods of deferred revenue have been posted, which periods have yet to be posted, and when each posting is scheduled for a transaction line item.

By default, the Revenue recognition schedule list displays the Not started, In progress, On hold, and Partially terminated revenue recognition schedules. You can filter the list to display all statuses as desired.

From this list, you can edit or view existing revenue recognition schedules and export the current view.

View revenue recognition schedules

1. Go to Order Entry > All > Revenue recognition > Revenue schedules.
2. Find the revenue recognition schedule that you want to view.
3. Select the three dots at the end of the record row and select View.

Edit a revenue recognition schedule

See Edit a revenue recognition schedule for detailed information.

1. Go to Order Entry > All > Revenue recognition > Revenue schedules.
2. Find the revenue recognition schedule that you want to edit.
3. Select the three dots at the end of the record row and select Edit.
4. Make the desired changes and then save the revenue recognition schedule.

Delete a revenue recognition schedule

There is no "delete" function for revenue recognition schedules. You can remove a "Not started" revenue schedule from a transaction and you can clear posted revenue.

Remove a "Not started" revenue recognition schedule from a transaction

You need Accounts Receivable—Invoices: List, Edit or Order Entry—Order Entry transactions: List, Edit permissions in order to edit the source transaction.

1. Do one of the following:
   • If you're using Order Entry revenue recognition, open the Order Entry transaction.
   • If you're using Accounts Receivable revenue recognition, open the AR invoice.
2. Delete the value in the Rev rec template field for the applicable line item.
3. Post the transaction.

Clear posted revenue:

See Clear revenue recognition.

Export revenue recognition schedules

When you export a list, Intacct exports all columns in the selected list view. To control what information is exported, you can create a custom view of the Revenue recognition schedule list that only includes the data you want to see. Then export the custom list view.

You can export up to 25,000 lines in one export process.

1. Go to Order Entry > All > Revenue recognition > Revenue schedules.
2. Optionally, create a custom view of the Revenue recognition schedule list and switch to the custom view.
3. Select Export and then select an export option:
   • CSV
   • Excel
   • Word
   • PDF

   Intacct exports the file to your browser's Downloads folder.

Change the list display

The Revenue recognition schedule list uses Sage Intacct's enhanced list framework. This framework gives you the flexibility to add or remove columns from the view and to resize and freeze columns.

Learn how to change the list display.

Field descriptions

The following table describes the columns in the default Revenue recognition list view.

Revenue recognition schedule list field descriptions

Field	Description
Customer	The customer associated with the contract.
Source transaction	The transaction identifier for the line item from which the revenue recognition schedule originates.
Line no.	The transaction line number associated with the revenue recognition schedule.
Item ID	The item ID associated with the transaction line number.
Delivery status	One of the following: Delivered: the recognition event for the line item has occurred. Revenue recognition can begin. Undelivered: the recognition event for the line item has not occurred. The line item's revenue recognition schedule will be on hold until the line is delivered.
Delivery date	The date the recognition event occurred. Learn more about event-based recognition.
Schedule status	The status of the revenue recognition schedule will be one of the following Not started: all entries are still open; no revenue has been recognized. In progress: at least one entry is posted. Some revenue is recognized but not all. On hold: no further revenue is recognized until the transaction is resumed, and no modifications can be made to the schedule. Partially terminated: a portion of the schedule has been terminated. The schedule includes one or more entries that are still Open. Terminated: no future scheduled revenue will be recognized. Completed: all scheduled revenue has been recognized. The default filter on the list excludes Terminated and Completed schedules. Select the filter icon in the Schedule status column header to adjust the filters as needed.
Posting method	Options are: Automatic: Intacct will automatically create revenue recognition journal entries on each scheduled posting date. The Company must be configured with Scheduled jobs = On in order for automatic posting to occur. Manual: the user will manually post the scheduled revenue recognition to create the journal entries when desired.
Start date	The date the corresponding revenue recognition schedule starts.
End date	The date the corresponding revenue recognition schedule ends.
Total amount	The total revenue recognition schedule amount for the transaction line item.