Run recognition (DR501000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Introduction

By using this window, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code.
Each time you run a schedule, only one recognition transaction in this schedule is released, even if multiple transactions are due according to the schedule.

Button Description
Process Processes the schedules that you have selected in the table.
Process all Processes all the schedules.

By using the elements in this part, you can select the schedules to be listed in the table by recognition transaction date and deferral code.

Element Description
Recognition date The date to select the recognition transactions in the deferral schedules that are due.
Deferral code The deferral code. Specify a code if you want to select only deferral schedules associated with this specific code.
You can leave the field blank to view schedules for all codes.

This table includes the schedules having recognition transactions that can be processed up to the specified date (if one was specified).
If you specified a deferral code in the top part, you will see only schedules associated with it.

For deferral codes that are set to inactive. you will get a warning on the line that the code is inactive.

Column Description
Included An unlabelled check box that you select to include the schedule for processing when you click Process.
Schedule no. The ID of the schedule, which was automatically generated by the system when the deferral schedule was created.
Click this number to open the Deferral schedule (DR201500) window and view the details of the schedule.
Deferral code The deferral code used for the document line (or item component, if the line item is a package).
Doc. type The type of the original document, which can be one of the following: Invoice, Credit note, Debit note, Cash sale, Cash return, Purchase invoice, Credit adjustment, Purchase credit note.
Doc. no The number of the invoice connected with deferral schedule.
Customer/Supplier no. The number of the customer/supplier connected with the invoice.
Customer/Supplier name The name of the customer/supplier connected with the invoice.
Component ID The component of the line item if the line item is a package and consists of components; otherwise, the item ID of the line item.
Trans. no. The number that indicates the order of the recognition transaction in the schedule.
Rec. date The date when the partial amount was recognised.
Amount The amount to be recognised in the period.
Account The account to post the recognised amounts.
Period The period to post the transactions.
Branch The branch with which the document is associated.