Saturday, June 15, 2019

Filter Revenue Recognition Forecast Report by Revenue Commitment Date

The Date field shown on the Revenue Commitment is actually taken from the Sales Order's Sales Effective Date. Therefore, if users want to customize the Revenue Recognition Forecast Report and use the Revenue Commitment Date as a filter:

1.    Navigate to Reports>Revenue>Recognition Forecast>Customize Summary.

2.    Navigate to Filters section.

3.    Add Revenue Commitment Schedule>Parent Transaction>Sales Effective Date.

4.    Hit Preview or Save.

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