How To Set Up and Use Revenue Amortization in Epicor Kinetic

Описание: In this video, Viviana, Senior Consultant at Mayan Technologies, walks through how revenue amortization works in Epicor and when it should be used in real business scenarios.

If your organization sells services, subscriptions, support plans, warranties, or any offering delivered over time, recognizing revenue correctly is critical. This walkthrough explains how amortization codes help ensure your financials align with operations and accounting standards.

You’ll learn when amortization is required, how to configure it in Epicor, and how revenue is recognized over future periods using built-in tools and reports.

If you’d like more information on these topics, reach out to us at https://www.mayantechs.com/lets-talk.


Chapters
00:00 Introduction
00:26 When amortization is needed
00:50 How amortization impacts financial statements
01:35 Creating amortization codes in Epicor
02:53 Optional defaults and best practices
03:30 Linking amortization codes to product groups
05:11 Creating an AR invoice with amortization
06:57 Generating and reviewing the amortization schedule
08:02 Adjusting deferred revenue schedules
08:35 Posting the invoice and GL impact
09:37 Revenue amortization forecast report
10:38 Running the revenue recognition process
12:00 Updating or holding amortization schedules
13:08 Common use cases and examples
13:30 Conclusion


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