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# POS Deferral Posting

> Explains how to set up and use Deferral Templates for Membership items that require revenue to be posted on a deferral basis.

For any **Membership** that is sold as an **Item** and needs to be posted on a deferral basis, a **Default Deferral Template** must be specified on the Item card.
The **Deferral Template** defines how deferral amounts are distributed across accounting periods and determines the posting date for each transaction segment.
The key difference between regular items and memberships is that memberships have a **validity period** (from Valid From Date to Valid Until Date), which directly influences the deferral posting schedule. In contrast, regular items follow the Deferral Template strictly, without regard to any validity period.

### Deferral Posting Logic

When a new **Membership** is created and posted, the deferral posting period is determined based on the **membership’s activation date** (Valid From Date) and the **number of periods** defined in the selected Deferral Template.\

After a **POS Entry** document is posted, a corresponding Deferral Schedule can be viewed. \

This schedule clearly shows how the sale is distributed across accounting periods.This schedule clearly shows how the sale is distributed across accounting periods.

### POS Deferral Posting vs. Standard MS Deferral Posting

The key distinction between **Standard Microsoft Deferral Posting** and **POS Deferral Posting** is in how the deferral amounts are calculated.
In the POS environment, the **Deferral Schedule** is generated automatically during posting, provided that a Default Deferral Template is defined. \

The POS posting algorithm distinguishes between the following membership transaction types:

* New
* Upgrade
* Regret
* Cancel

No additional user setup is required to post any of these transaction types, however, the posting logic differs for each case:

### New Membership

The deferral schedule is created based on the **membership’s Valid From Date** and follows the periods defined in the Default Deferral Template.

### Membership Regret

The deferral schedule for a **Regret** transaction mirrors the schedule of the original Membership Entry that the regret refers to.

### Membership Upgrade

The deferral schedule for an **Upgrade** is distributed between the upgrade date (new Valid From Date) and the original Valid Until Date (the end date before the upgrade).

### Membership Cancel

The deferral schedule for a **Cancellation** is distributed between the new Valid Until Date (the date when the membership becomes inactive after cancellation) and the original Valid Until Date (the end date before cancellation).

### Compressed vs. Uncompressed Deferral Posting

POS Posting allows you to control whether transactions are compressed or uncompressed during posting.
This is configured in the **POS Posting Profile card** under the field **G/L Posting Compression.** \

Different compression types can be selected depending on how you want transactions to appear in the General Ledger either as **detailed** (uncompressed) or **summarized** (compressed) entries.