Unable to select a revenue recognition template under the Rev. Rec. Schedule column of a sales transaction

Specify a Deferred Revenue account in the Item record. To do this, below are the steps:

1. Go to Lists > Accounting > Items

2. Find the item and click Edit.

3. Click the Rev Rec / Amort tab.

4. Assign a deferred revenue account in the Deferred Revenue Account Field.

5. Click Save.

6. You will receive below message :

You have changed the account(s) for this item. Click OK to update the accounts on existing transactions, or Cancel to stay on this page.

7. Click Ok.

8. Enter a new Invoice or Sales Order.

9. Refer to the Items tab and select the item.

Actual Result : The Rev. Rec. Schedule column is no longer greyed-out and since customer already assigned a revenue recognition template in the item record, it automatically populates under the said column.

NOTES: Even if a user already assigned a revenue recognition template in the item record, this will still not trigger the system to allow user to select a rev rec schedule in the sales order or invoice. Thus, a deferred account must be assigned first.