Add Invoice Number to Revenue Recognition Entries for Revenue by State Report

Solution: 1. Create Revenue Recognition Template (List>Accounting>Revenue Recognition Template) - Add a link to Creating Revenue Recognition Templates 2. Go to Lists>Accounting>Items 3. Click Edit next to the Item that you would like to assign Deferred Revenue (e.g. Rose) 4. On Basic Tab - Deferred Revenue Account field - select your Deferred Revenue Account 5. Click Save 6. Create Sales Order - Go to Transactions>Sales>Enter Sales Orders 7. Select the Item on the Items subtab 8. On Rev Rec Schedule column - select the Revenue Recognition Template 9. Fill in Rev Rec Start Date and Rev Rec End Date 10.Click Save 11.Click Approve>Click Fulfill>Check the Information>Click Save 12.Click Bill button 13.On Invoice page>Click Save. 14.Create Journal Entries for Revenue Recognition - Go to Transactions>Financial>Create Revenue Journal Entries 15.Select the posting period, you may opt to filter by customer - In Customer field - select the customer 16.Fill in other information 17.Check Select box next to the Invoice# 18.Click Create Journal Entries button 19.Click Journal# link 20.On Journal Pending Approval Created from Revenue Recognition Schedule page - Click Approve button 21.Go to Reports>Revenue>Revenue by State 22.Click Customize button 23.On Add Fields - Click Transaction Dimension > Click Transaction Number 24.Click Preview 25.On Footer - change From and To field (depending to your desired filter) - e.g. From - Sep 2008 To - Sep 2008 Result: Original Invoice Number showed up and when you clicked on the Amount (to view detail report) - Journal Entries Transaction Number showed up (these information relate only to recognized revenue) NOTE: If you had followed Step Nos. 1 - 13 and immediately proceed to Step No. 21 (skipping Step Nos. 14 to 20) - you will not be able to see the original invoice number on this report. Original Invoice Number only appears when revenue has been recognized. For Deferred Revenue - you may use Deferred Revenue by State Report (Reports>Revenue>Deferred Revenue by State) Above information is also true with Revenue by Item and Revenue by Customer.