Run Recognition
Form ID: (DR501000)
By using this form, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code. The form shows all open transactions of deferral schedules that meet the selection criteria.
You can enable parallel processing on this form to increase the speed of the recognition process. For details, see Recognition of Revenue and Expenses.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Process | Processes the schedules that you have selected in the table. |
| Process All | Processes all the schedules. |
Selection Area
By using the elements in this area, you can select the schedules to be listed in the table.
| Element | Description |
|---|---|
| Branch |
The branch ID of the company branch. Select the branch for which you want to run the recognition process. This box appears on the form when the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form. |
| Deferral Code | The deferral code. Specify a code if you want to select only deferral schedules associated with this specific code. You can leave the box blank to view schedules for all codes. |
| Recognition Date | The date to select those recognition transactions in the deferral schedules that are due. |
Table
This table includes the schedules that have recognition transactions that can be processed up to the specified date (if one was specified). If you specified a deferral code in the Selection area, you will see only schedules associated with it. For each schedule, the system loads all the transactions of the schedule. You can process any or all of the listed transactions.
| Column | Description |
|---|---|
| Included | An unlabeled check box that you select to include the schedule for processing if you click Process. |
| Schedule Number | The unique number of the schedule, which was automatically generated by the system when the deferral schedule was created. If you click this number, the Deferral Schedule (DR201500) form opens in a pop-up window. |
| Deferral Code | The deferral code used for the document line (or item component, if the line item is a package). |
| Doc. Type | The type of the original document, which can be one of the following options: Invoice, Debit Memo, Credit Memo, Bill, Credit Adj., or Debit Adj. |
| Branch | The branch with which the document is associated. |
| Component ID | The component of the line item if the line item is a package and consists of components; otherwise, the inventory ID of the line item. |
| Tran. Nbr. | The number that indicates the order of the recognition transaction in the schedule. |
| Rec. Date | The date when the partial amount was recognized. |
| Amount | The amount to be recognized in the period. |
| Currency |
The currency of the schedule. This column appears on the form if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form. |
| Account | The account to post the recognized amounts. |
| Fin. Period | The period to post transactions. |