Purpose of this query
This SuiteQL statement returns revenue recognition detail from RevenueElement and RevenuePlan, combining customer, item, total sales amount, recognized revenue, and remaining deferred balance. It filters to actual revenue plans and excludes completed plans so you can focus on open revenue schedules. This is ideal for ASC 606 monitoring, deferred revenue tracking, subscription oversight, and forecasting future recognition. The results are sorted by largest remaining deferred balance so finance teams can prioritize material exposures.
SuiteQL
SELECT
c.companyname AS "Customer",
BUILTIN.DF( re.item ) AS "Item",
re.salesamount AS "Total Revenue",
rp.totalrecognized AS "Recognized",
rp.remainingdeferredbalance AS "Deferred",
re.revrecstartdate AS "Start Date",
re.revrecenddate AS "End Date",
re.revenueplanstatus AS "Status"
FROM RevenueElement re
INNER JOIN RevenuePlan rp ON ( rp.createdfrom = re.id )
INNER JOIN Customer c ON ( c.id = re.entity )
WHERE rp.revenueplantype = 'ACTUAL'
AND re.revenueplanstatus <> 'COMPLETED'
ORDER BY rp.remainingdeferredbalance DESC
Sample Output
How the query works
Linking revenue elements to revenue plans
RevenueElement stores contract-level revenue details, while RevenuePlan contains the recognition schedule. The join rp.createdfrom = re.id connects each element to its recognition plan.
Filtering to actual revenue plans
The filter rp.revenueplantype = ‘ACTUAL’ ensures the report reflects real recognition activity rather than forecast or template plans.
Excluding completed plans
re.revenueplanstatus <> ‘COMPLETED’ limits the results to open or active revenue elements that still have remaining balances.
Showing total, recognized, and deferred amounts
salesamount represents total contract revenue.
totalrecognized shows cumulative revenue recognized to date.
remainingdeferredbalance represents the amount still to be recognized.
Sorting by largest deferred balance
Ordering by remainingdeferredbalance DESC highlights the largest outstanding revenue obligations first.
Why this report is valuable
• Deferred revenue tracking: quickly identify how much revenue remains to be recognized.
• ASC 606 compliance: monitor revenue schedules by customer and item.
• Forecasting: estimate future revenue recognition based on remaining balances and end dates.
• Customer contract review: identify large contracts still in early recognition stages.
• Audit support: provide detailed documentation of open revenue elements.
Customization notes
• Filter by subsidiary: add a join to subsidiary if running in OneWorld.
• Limit by date range: add filters on revrecstartdate or revrecenddate for specific reporting periods.
• Add sales rep: join to transaction or revenue source if you want rep-level revenue visibility.
• Add class or department: include segmentation fields for management reporting.
• Include completed plans: remove the revenueplanstatus filter if you need a full lifecycle report.