Revenues relating to future periods can be accrued automatically.
To do this, create a deferral template and activate Deferral for Contracts.
As a result, the following fields can no longer be edited:
Deferral %
Calc. Method
No. of Periods
Start Date
The deferral template can be stored directly in the NCRC contract type in order to transfer it automatically to the contract lines.
In the sales invoice line, the deferral plan is filled as follows:
Amount to Defer: Invoice line amount
Calc. Method: Straight-Line
No. of Periods: Sum of the periods that lie after the posting period
Posting date: Posting date
Start date Calc. Method: Start of contract line period
Start Date: First day of the period of the posting date
Half Periods
The deferral logic is based on the standard logic of Business Central. The following should be noted:
Business Central calculates the number of days in the first period, calculates this accurately by day, and then gives the remainder to the next month.
For mini-periods, e.g., 28.01. - 03.02., this results in the value for 2 days being calculated in January and the remainder being pushed to February.
These cases must be manually checked or avoided processually.
One-Time Payments
For one-time payments from contract changes, the deferral logic has been extended. If the deferral period includes partial periods at the beginning or end of the term, the distribution is now based on a day-accurate calculation logic. This ensures that incomplete periods are deferred accurately and on a daily basis, while complete periods continue to be represented with even amounts.
If, on the other hand, the deferral period falls entirely within full monthly periods, the existing deferral logic is still used.
Automatisierte Abgrenzung
