Summary of the problem - In the deferral defaults, a main account can be linked against a single customer only. There is no way to link the main account on the basis of STG, which is much simpler and more practical. Due to this, cx will have to link deferral accounts for individual customers, which will be a time consuming and error prone process.

Expectations - A column for STG should be added in the Deferral Defaults to link main accounts based on grouping the STG.

Issue details -

Path – Subscription Billing -> Revenue & Expense Deferrals -> Setup -> Deferral Defaults.

In the column account code, select the grouping as Table. Then link a main account. You will notice that you can only link a main account against individual customer only.

If a user has to link main accounts for all customers, it will be a tedious process. It would be much simpler to have a provision to add a column for STG. Based on this, the system will check the customer selected in the billing schedule, and search for the STG of that customer in the deferral defaults. Once it finds it, it will use the main account linked to it in the Deferrals of the Billing Schedule.

If there are 10 customers linked to a single STG, then it will be easier to link the main account against the STG in the deferral defaults, instead of adding 10 lines for each customer for the same main account.

This requirement is further supported by the fact that there are columns for STG in other modules, for e.g., in Cost Management -> Ledger integration policies setup -> Posting, one can find a column for STG. (Even if it is not there, it can still be activated from the Posting setup for the same).

Hence, consider this idea as crucial from the standpoint of European customers who are missing out on an important feature which can reduce time, efforts and errors.