How can I change the standard form of a Revenue Re...
# administrationr
reptar
03/29/2023, 4:38 PMHow can I change the standard form of a Revenue Recognition Journal Entry to a custom form? I created some custom segments and the Create Revenue Recognition Journal Entries page is not defaulting to the preferred form when creating JEs.
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Jay Flynn09
03/29/2023, 4:51 PMDo you have Adv Rev Management - Setup / Accounting / Accounting Pref scroll down to Adv Rev management and you can set Default forms
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reptar
03/29/2023, 4:53 PMI don't have that banner.
reptar
03/29/2023, 4:54 PMI've got rev rec and Classic Rev Rec Only
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Jay Flynn09
03/29/2023, 4:57 PMhmm - could you at the form level make it the preferred form for the roles you need? Or are these system generated JE's
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reptar
03/29/2023, 4:58 PMI'm using the Create Revenue Recognition Journal Entries page. I'm not sure if that qualifies as system generated.
reptar
03/29/2023, 4:59 PMI did make the form preferred and it didn't respect that.
j
Jay Flynn09
03/29/2023, 5:02 PMSorry - I am out of ideas & the enviro I am in (and they last one) has Adv Revenue - so I cannot even play around in SB 🙇♂️
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reptar
03/30/2023, 1:35 PMHandled via workflow
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