If you elected to use the Revenue Recognition feature for an agreement, you must set up amortization schedules for the agreement and for any periodic service being billed separately.

You can set up amortization schedules manually or set them up automatically using the SM Automatic Scheduling form. This is useful when you are spreading revenue out equally over a period of time.

Click on the links below for information about setting up amortization schedules for agreements and agreement services.

Setting up an Amortization Schedule Automatically

Setting up an Agreement Amortization Schedule Manually

Setting up a Service Revenue Deferral Schedule Manually