When the total revenue of an order is divided over time, you can accrue the order sum per month.
- Activate the Revenue Recognition add-on. Without it, the accrual button is not shown on orders.
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Create an opportunity and click the Save the order to accrue order sum button (on an order that is already saved, the button reads Accrue order sum, or Edit order accrual if the order is already accrued):
- Add the start and end date for the accrual. Under Distribute sum, click Evenly to allocate the same amount to every month in the period, or Proportionally to give the first and last month a share based on how many of their days fall within the period. You can also manually enter the amount (click the arrow to have the amount apply to all following months). If your account uses contribution margin, choose Order sum or Cost to select which value you are accruing:
- Click Save accrual: