PF
08/28/2024, 6:51 PMCeligo AI
08/28/2024, 6:52 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you can identify revenue reclassification journal entries in a saved search by using specific criteria and fields in your search. Here are the steps: 1. Create a saved search based on the 'Revenue Arrangement' or 'Journal Entry' type. 2. Use the 'Revenue Element' field to identify the source transaction. 3. Use the 'Applying Transaction' field to identify the Revenue Recognition Journal Entry (Rev Rec JE). 4. Use the 'Type' field to filter for 'Revenue Arrangement' or 'Journal Entry'. 5. Use the 'Account' field to filter for 'Deferred Revenue' and 'Revenue' accounts. 6. Use the 'Rev Rec Start Date' and 'Rev Rec End Date' fields to identify the period of revenue recognition. 7. Use the formula text
{generatedrevenueelement.revenuerecognitionrule}
to return the revenue recognition rules.
Remember, the 'Source' of the transaction is usually the 'Sales Order', not the 'Invoice', while the 'Revenue Arrangement' has related records of 'Invoice' & 'Journal'.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
08/28/2024, 6:52 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831888795
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83159107
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827626824
Celigo AI
08/28/2024, 6:52 PM