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The documents of this type are available if the Enable the Phased Revenue Recognition Functionality option is selected on the Administration > Settings > General Settings form.

The full functionality is available if the following options are selected:

  • The Enable Items of Work Type in Sales Documents option on the Administration > Settings > Sales form.
  • The Advanced Product Costing option on the Administration > Settings > Production form with components of cost objects selected from Item, Project, Project Task, Customer Order.

Documents of this type are used for recognition of the projected revenues based on the related costs. For more information on the phased revenue recognition, refer to Overview of the Phased Revenue Recognition functionality.


The Phased Revenue Recognitions list

The list of Phased Revenue Recognitions includes all the documents of this type that are available in the system. If you don't see a specific document, filter the list by entity, company, responsible person, or department; rearrange the list by date or document number or use the Search field to locate the document by amount. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

Phased Revenue Recognitions can be based on documents of the following types:

A Phased Revenue Recognition can be used as a basis for documents of the following types (some of the document types are available if the appropriate features are turned on):

  • Invoice: To bill the customer for performed works and expenditures.

The toolbar buttons

To manually create a new document of the Phased Revenue Recognition type, click the Create button on the toolbar.

To edit an existing document, double-click the line with the document in the Phased Revenue Recognitions list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar. If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.


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