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The required fields are: Company, Contract, Transaction Type, and Entity.

The "Phased Revenue Recognition (create)" form. The Main tab

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Notice the hyperlink below the Basis field – AED* Wholesale Price* VAT Applied* Prices Do Not Include VAT on the screenshot above (can be different in your document). By clicking the hyperlink, you can open the Prices and Currency dialog box and apply a discount (markup), change the price-related settings for the Phased Revenue Recognition. For more details, refer to The Prices and Currency dialog box.

The document totals

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Use the Generate button to create a document an Invoice based on this basisdocument.

Use the Settings button to invoke the Document Settings dialog box that can be used to move the Project or Project Task, or Customer Order field from the document header (the Main tab) as a column to the table on the Revenues and Costs tab or back. The default positions for these objects, you can choose using the Default Values tab on the Quick Menu > Personal Settings form.

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