/visma-net-erp/help/deferred-revenue/manage-recognition-for-packages section 2026-02-19T17:09:06+01:00 # Manage recognition for packages Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/manage-recognition-for-packages-overview page In many industries, selling multiple products and services as packages is a common practice. 2026-02-19T17:09:06+01:00 # Manage recognition for packages - overview In many industries, selling multiple products and services as packages is a common practice. d For some time, however, recognition of revenue resulting from such sales posed an accounting problem. A package has a single price and multiple components (deliverables) included, which are often delivered at different times but not necessarily at the time of the sale; for example, a package might include a cell phone, its activation, and a one-year service plan. Moreover, it might be permissible to return some components, but not others. Different countries have different regulations about how to divide an MDA into separate units of accounting and how to allocate revenue to these units. /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/about-configuring-a-package section In Visma Net, you configure a package as an item for which you specify an appropriate multiple-deliverable arrangement (MDA) deferral code and add several components (stock or non-stock items). 2026-02-19T17:09:06+01:00 # About configuring a package In Visma Net, you configure a package as an item for which you specify an appropriate multiple-deliverable arrangement (MDA) deferral code and add several components (stock or non-stock items). ## Introduction ## Package configuration parameters You configure a package in the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) or ([Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window on the **Deferral settings** tab. On this tab, you specify the following parameters: + In the **Deferral code** field, select an MDA deferral code (the one that has the **Multiple-deliverable arrangement** field selected in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window), which indicates that an item is a package. + In the **Revenue components** table, add the required items (components) to the package (stock items or non-stock items that were previously configured). In addition to specifying a deferral code for the package, specify a deferral code for each component of the package, because each component may have different deferral periods. If you do not specify a deferral code for a component, the price of the component will be recognised immediately. ## Allocation method While adding components to this table, define how the total package price will be allocated between all components. To do this, select one of the following options for each component of the package in the **Allocation method** column: Percentage : The component price (fair value) is a percentage of the total package price. The column becomes available for editing if you select this option. Fixed amount : The component price is a fixed amount, which you specify in the **Fixed amount** column. This column becomes available for editing if you select this option. Residual : The price of the component is computed as the difference (residue) between the total package price and the sum of the prices calculated for all other components of the package. The cost for such a component is calculated after the fair values of all other components are computed. You can select the **Residual** option for only one component of the package. The **Deferral code** column is not available for a component with the **Residual** allocation method selected. After you have specified all required data for a package on the **Deferral setting** tab, click . /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/create-a-package section You use the Stock items (IN202500) or ( Non-stock items (IN202000) window to configure a package (that is, a multiple-deliverable arrangement ) in the system. 2026-02-19T17:09:06+01:00 # Create a package You use the Stock items (IN202500) or ( Non-stock items (IN202000) window to configure a package (that is, a multiple-deliverable arrangement ) in the system. For more information: [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/), [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/). ## Introduction ## Before you start Before you configure the tax report, make sure: + That all required deferral codes designed for configuring packages are created in the system. + That all required items to be part of a package are created in the system. You can similarly create a package in the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window. 1. Go to the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window. 1. On the window toolbar, click  to create a new non-stock item. 1. On the **Deferral settings** tab, specify the deferral settings of this item: 1. In the **Deferral code** field, select the deferral code that was created in your system for configuring multiple-deliverable arrangements. (For this code, the **Multiple-deliverable arrangement** field is selected in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window.) 1. On the toolbar of the **Revenue components** table, click . 1. In the **Item ID** column of this row, select the item to be included in the package. 1. In the **Quantity** column, specify the number of this item that is included in the package. 1. In the **Deferral code** column, select the deferral code, which defines the conditions for deferring this item. If you select a deferral code with the **Flexible by periods, prorate by days,** or **Flexible by days in period** recognition method specified in the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window, the next two columns will be available for editing. 1. In the **Default term** column (if available), specify the period to defer the item (for example, the period that is defined in the maintenance contract). 1. In the **Default term UoM** column (if available), select the unit of measure to be used for the default term. Possible values are the following: **year(s)**, **month(s)**, **week(s),** or **day(s)**. 1. In the **Allocation method** column, select the method to be used to allocate the total document amount between the components of the package: **Percentage**, **Fixed amount**, or **Residual**. 1. Optional: If you have selected the **Percentage** option in the **Allocation method** column (which makes the **Percentage** column available for editing), specify the percentage that defines the component portion of the total package price. 1. Optional: If you have selected the **Fixed amount** option in the **Allocation method** column (which makes the **Fixed amount** column available for editing), specify the fixed price of this component. 1. Repeat step 3 (with all its substeps) for each item to be added to the package. 1. In the window toolbar, click . /visma-net-erp/help/deferred-revenue/manage-recognition-for-packages/about-processing-packages page When you sell a package, you enter an invoice in the Sales invoices (AR301000) window and include the package to the invoice detail line. 2026-02-19T17:09:06+01:00 # About processing packages When you sell a package, you enter an invoice in the Sales invoices (AR301000) window and include the package to the invoice detail line. For more information: [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/). When you sell a package, you enter an invoice in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window and include the package to the invoice detail line. Once the invoice is released, the system will generate as many schedules for the line as there are components in the package. You can use the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window to view the schedules and adjust them manually if needed. ## Packages and discounts In Visma Net, you can configure a discount that will be applied not only to the total package price but also to the fair value of the package components. + To configure such a discount, create a discount code in the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window and select the **Apply to deferred revenue** field for this code. The discount based on this discount code will be applied to the fair value of the non-residual package components, so that the discount will be applied to the deferred revenue or expense amount. Otherwise, the discount will be applied to the document total amount and will be reflected in the residual component amount that will be recognised immediately. + In the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, define the entities to which the discount may be applied (the **Applicable to** column), so that in the documents with these entities specified (for example, a specific customer), this discount will be applied by the system automatically. + In the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window, select this code and define all required parameters, such as a particular customer or item this discount should be applied to. The item that you assign to such a discount should be a package. + When you have configured such a discount, the system will automatically insert this discount in the **Discount percent** column of the document, in which a particular customer or item is specified. The system will then use this discount while it calculates the fair value of a component of the package. + If you manually edit the discount amount in the invoice, the system will apply the new discount to the total amount of the invoice only (so that the amount of the residual component will be affected). However, the new discount does not affect the fair value of a non-residual component, which will be calculated by using the discount percent recorded in the system in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window. ## Fair value of a component Often, a package contains two or more components, such as a product and some accompanying service (for example, a maintenance contract). Although these components can be sold separately and are configured in the system as separate items, they are usually offered as a package, which has a price that is less than the sum of the individual prices of each component. When you configure a package that consists of separate items (components), define which portion of the package price each component has or define the **fair value** of each component. Do this when the cost of at least one component should be recognised immediately, and the cost of at least one other component should be deferred over some period (such as the cost of a 12-month maintenance license).