Skip to main content
Solved

Deferral Schedule


Forum|alt.badge.img

I have a prospect that receives payments for a scheduled training session i.e. month-1- payment is received however training can be scheduled to take place in month-3- but very often training classes are not yet full so they push training out again say to month-4-.

 

How flexible is our deferral codes or deferral schedules in these instances? I.e., if a scheduled month or two months are missing and do not get ‘run’ or posted, what happens?

 

Can they just skip months as necessary, then run the applicable month and update the schedule somehow?

 

Thanks,

Best answer by Kandy Beatty

Hi @kemery 

Have you looked at the recurring transactions for AR?

I know they can be skipped and not ran. 

https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d757b797-08eb-4dbf-b6fe-2298076b8e8d

View original
Did this topic help you find an answer to your question?

2 replies

Forum|alt.badge.img
  • Author
  • Freshman I
  • 15 replies
  • December 9, 2022

Bump

 

Did I answer my own question in this post?


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • Answer
  • December 9, 2022

Hi @kemery 

Have you looked at the recurring transactions for AR?

I know they can be skipped and not ran. 

https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d757b797-08eb-4dbf-b6fe-2298076b8e8d


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings