Deferred Revenue - How to Change or Delete

Note

How to change an existing Deferred Revenue transaction

• ​Go to Accounting / General Ledger / Revenue Tools/ Deferred Revenue/ Search Deferred Revenue
• Search for the Deferred Revenue Transaction to be changed
• Click on the DEFERRED REVENUE NO  of the transaction to be changed, this will open the Deferred Revenue form

There are some restrictions as to which information can be changed, depending on the way the transaction was first created. For example if this transaction was created from a source ‘Production Invoice’  then you can’t add more lines, or change key data such as the Task Type code or the Charge Type – this control is to preserve the fundamental relationship between the transaction and the source Production Invoice it relates to.

• Make the required changes, when complete click SAVE & CLOSE
• Note than an APPROVED Deferred Revenue transaction can’t be deleted – it must be unapproved first. A Deferred Revenue transaction for an inactive job can‘t be deleted – the job must be made active again first.
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How to delete a Deferred Revenue transaction

• ​Go to Accounting / General Ledger / Revenue Tools/Deferred Revenue/ Search Deferred Revenue
• Search for the Deferred Revenue Transaction(s) to be deleted
• Place a tick in the box on the far left of the page against the DEFERRED REVENUE NO To be deleted
• Click the DELETE button
  
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