App SetupAccruals and Deferrals is configured in the standard Deferral Template Card. The app adds settings that control how schedules use start and end dates, how amounts are calculated, and which template is proposed automatically.
| Setting | How it affects processing |
|---|---|
| Deferral Type | Controls where amounts belonging to periods before the permitted posting or deferral period are accumulated and posted. |
| Calculation type with start-/ending date | Defines whether schedule amounts are distributed using actual days, equal 30-day periods, or the linear method with actual boundary periods. |
| No Period Check | Allows the dates entered on a line to produce a different number of periods than the template's standard number of periods. |
| Purchase Default | Proposes this template on purchase lines and journal lines with purchase posting type when a deferral code is still empty. |
| Sales Default | Proposes this template on sales lines and journal lines with sales posting type when a deferral code is still empty. |
The standard Period Description can use %9. When a schedule is posted, this placeholder is replaced with the source line description.
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