---
title: "Link deferral schedule to document"
description: "You use the Deferral schedule (DR201500) window to create a deferral schedule for a selected document."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/deferred-revenue/process-deferrals/llms.txt


# Link deferral schedule to document

Last modified February 23, 2026

> You use the Deferral schedule (DR201500) window to create a deferral schedule for a selected document.


For more information: [Deferral schedule (DR201500)](https://docs.vismasoftware.no/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/index.md).

1. Go to the [Deferral schedule (DR201500)](https://docs.vismasoftware.no/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/index.md) window.
1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png).
1. In the top part of the window, specify the following parameters:

    1. In the **Doc. type** field, select the type of the document that requires a deferral.
    1. In the **Ref. no.** field, select the document by its reference number.
    1. In the **Line no.** field, select the line of the document with the amount for which you want to schedule recognition.
    1. Optional:: Click **View document** to make sure that you have selected the document correctly and specified the appropriate line number (if applicable).
1. In the **Components** table, click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) and do the following:

    1. In the **Component ID** column, leave **< NONE>**, or select a required component (by its ID).
    1. In the **Deferral code** column, specify the deferral code to be used for generating recognition transactions.
    1. Optional:: In the **Deferral account** column (and **Deferral sub.**, if subaccounts are used in your system), review the account (and the subaccount, if applicable) taken from the deferral code settings, and edit it (if needed).
    1. In the **Account** (and **Subaccount** ) fields, select the sales or expense account (depending on the selected document type), and corresponding subaccount (if applicable) to which recognised amounts should be posted.
    1. In the **Total amount** column, type the amount to be deferred. The sum of total amounts of all listed components must be equal to amount of the selected line ( **Line amount** ).
    1. In the table toolbar, click **Generate transactions**, so that the system generates recognition transactions for the selected row, and displays them in the **Transactions** table.

    Perform step 3 for all components that requires deferral.
1. In the **Transactions** table, edit the transaction details (for example, amounts or dates), if necessary.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).
1. Click **Release**. No general ledger transactions are generated when you release a deferral schedule.

If you need to release multiple custom schedules at the same time, use the [Release schedules (DR503000)](https://docs.vismasoftware.no/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/release-schedules-dr503000/index.md) window.

For custom recognition transactions, you run the recognition process in the same way as you do for automatically generated transactions in the [Run recognition (DR501000)](https://docs.vismasoftware.no/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/run-recognition-dr501000/index.md) window.


---

[View this page](https://docs.vismasoftware.no/visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document/)