How to: Suggest Sales Accruals

The program has a special feature that suggests sales accruals. These accrual suggestions are made by looking at sales transactions with calculated accrual amounts that have not been posted.

If an accrual plan has a check mark entered in the Post Accrual w/ Document field, its accruals will be automatically posted with the documents from which they were generated, and will not appear when you instruct the system to suggest accruals in the Accrual Journal window.

To suggest sales accruals

1. In the Search box, enter Plan Journal, and then choose the related link.
2. On the Actions tab, in the Functions group, choose Suggest Sales Accruals to open the Suggest Sales Accrual Entries window.
3. Fill in the fields on the Options FastTab.
4. On the Sales Accrual Plan FastTab, you can set filters to select sales accruals by accrual plan number and/or computation group.
5. On the Customer FastTab, you can set filters to select sales accruals by customer number.
6. Choose the OK button to start the batch job.

When the batch job is finished, the sales amounts that have been selected for accrual are listed in the accrual journal.