Release Schedules

Form ID: (DR503000)

On this form, you release custom deferral schedules. Custom deferral schedules are the schedules that you create manually by using the Deferral Schedule (DR201500) form. You can link a custom schedule to the required document at the time of creating the schedule or at any later time.

You may need to create custom schedules manually for documents that were imported to MYOB Advanced from third-party software or that were released without deferral codes specified. For details, see Custom Deferral Schedules.

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 listed schedules.

Selection Area

You use the elements in this area to select custom schedules for processing by the deferral account, deferral code, and customer or vendor. Also, you can select schedules linked to specific components. For details about packages and components, see Managing Recognition for Packages.


Element	Description
Code Type	The type of deferral codes for which you want to process deferral schedules.
Deferral Code	The particular deferral code for which you want to review and process transactions. You can change the deferral code in this column manually, if needed. When you click the selector button in the column, the lookup table that opens shows only the deferral codes for which the Active check box is selected in the Summary area of the Deferral Codes (DR202000) form.
Deferral Account	The account used to record the deferred amounts.
Deferral Sub.	The subaccount used to record the deferred amounts.
Branch	The branch for which the deferred amounts are recorded. This box appears on the form when the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.
Component	The particular component for which you want to view deferral transactions.
Business Account	A business account (which can be, for example, a customer or a vendor) whose deferral transactions you want to view. In this box, you can select a customer or vendor whose settings permit the use of the branch selected in the document—that is, a customer or vendor for which the Restrict Visibility To box on the Financial tab of the Customers (AR303000) or Vendors (AP303000) form is empty or contains the branch specified in this document (or the company or company group that contains this branch) and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company of the company group. Note: These visibility restrictions are applicable only if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form.

Table

This table includes all the unreleased custom schedules created for documents released with no deferral codes assigned. You can create custom schedules on the Deferral Schedule (DR201500) form.

Table 1. Table Columns
Column	Description
Included	An unlabeled check box that you select to include the schedule for processing when you click Process.
Schedule Number	The unique number of the deferral schedule, which was automatically generated by the system when you created a custom schedule for the document released without a deferral code assigned. When 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, the schedule transactions are based on.
Ref. Nbr.	The reference number of the original document. When you click this number, the system navigates you to the form where the document was created, on which you can view the document details.
Branch	The branch of the document line.
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.
Total Amount	The amount of the document line.
Currency	The currency of the schedule. This setting is copied from the schedule currency specified on the Deferral Schedule form. This column appears on the form if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.
Deferral Account	The account to record the unrecognized (deferred) amount.
Deferral Sub.	The subaccount used for the deferral.
Date	The date when the original document was created.
Post Period	The period to post transactions.
Customer/Vendor	The customer or vendor associated with the original document.
Deferred Amount	The deferred amount for the document line. This column is hidden by default. You can add this column to the table by using the Column Configuration dialog box. For details, see Adjusting the Table Layout: Process Activity.
Line Nbr.	The line in the original document for which the deferral schedule was created. This column is hidden by default. You can add this column to the table by using the Column Configuration dialog box. For details, see Adjusting the Table Layout: Process Activity.