Contract Grouping lets you define specific criteria for grouping transactions into contracts, so revenue recognition stays accurate and efficient. Set up grouping rules once, and Recurly RevRec applies them automatically as transactions come in.

Available as part of Recurly RevRec

1Configuring a rule 2Inactivating a rule

Configuring a Contract Grouping rule

Open Contract Grouping

Navigate to the Rules section and select "Contract Grouping."

Start a new rule

Select the "+" icon in the right menu to create a new grouping rule.

Name and date the rule

Provide a name for the contract grouping rule and specify its active date.

Add grouping criteria

Under the Grouping section, select the "+" button to add grouping criteria.

Select grouping attributes

Select the grouping attribute or attributes that define how contracts should be grouped.

Set the rolling window

Specify the rolling date and the number of days for the grouping rule.

Save

Save your configuration.

Inactivating a Contract Grouping rule

NoteOnce a Contract Grouping rule is created, it can't be deleted. You can inactivate a grouping rule instead, if needed.

To inactivate a grouping rule:

Select the rule

Go to the Contract Grouping section and select the grouping rule tab you want to inactivate.

Change the status

The rule's current status is "active." Change it to "inactive."

Save

Select the Save icon to save your changes.

Only active grouping rules appear in the Contract Grouping section.
Once a grouping rule is inactivated, it moves to the inactive tab for reference.
An inactive grouping rule can't be made active again.