Original posted source is selected after the recognition schedule type and accounts. Use Search source memo or journal ID to locate the relevant evidence, then choose Refresh sources to apply the search or refresh the current result.
Inspect the source's memo, dates, currency and available amount before selecting Use this source. Move through Previous sources and Next sources when the matching evidence spans more than one page. A source with a similar memo still needs to belong to the selected company and accounting treatment.
The selected source is checked against current saved evidence. If its revision or available amount changed, refresh and select the current row before creating the plan. Do not rely on a previously open selection after another schedule consumed part of the available source.
Once selected, review the first-month journal and the proposed amount and calendar. The resulting schedule should remain traceable to this exact posted source. Retain the source journal reference in your supporting explanation so another reviewer can distinguish this plan from other recognition schedules using the same balance account.
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