Use deferral codes in purchase and sales journals

Enabled for	Public preview	General availability
Users, automatically	Mar 1, 2024	Apr 1, 2024

Business value

Entering sales and purchase journals is sometimes associated with data entry for transactions that require deferrals. The process of entering data is smoother because you can specify a deferral code on sales and purchase journals, without having to create a general journal.

Feature details

You can set a deferral code on sales and purchase journal lines, which allows you to post deferral transactions while you work in these journals. Deferral works the same way on sales and purchase journals as it does for general journals. To learn more about deferrals, go to Defer Revenue and Expenses.

Note that sales and purchase journals validate the source code. The validation requires that the source code for sales and sales journals, and purchase and purchase journals respectively, aren't identical when you're using deferrals. If it's set up to be identical, you can work around this limitation by creating a template and batch that uses another source code.

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See also

Defer revenues and expenses (docs)