Hi everyone, I am a bit new with ARM. I am trying to find out how to fill in the start and end dates on a credit memo. I mapped those dates in ARM for revenue recognition and it works perfectly on invoice, but credit memo is missing those fields completely. I tried to check in suiteanswers and I can see that theoretically there should be document period start and end dates, but I cant find them in the form. https://suiteanswers.custhelp.com/app/answers/detail/a_id/96290/loc/en_US Thank you!

Have you create a field on the credit memo form?

not yet, it can be an option indeed, but I thought it would be logical if I credit an invoice with start/end date, credit memo would pick those dates up... otherwise, they have to be entered manually or via a workflow. In this case i am not sure if I can setup 2 different source fields to one target field for transaction in revenue field mapping. If I cant, then I need to use same custom field in invoice and credit note, which ideally I didnt want to as start/end date on the invoice can be automatically populated from billing account (SuiteBilling).

if you create a credit note from an invoice with a start and end date, then the credit memo will be assigned the same start and end date I just tested on an invoice and a credit note. However I advise you to make the start date and end date fields appear on your credit note form and check

yes, thats exactly my problem... I dont see any start/end date on the credit memo form

customize the form and expand all the subtab

I am trying to find it, but no luck 😞 I dont think it exists in my forms, I checked all teh subtabs and sublists

check in screen fields > Accounting

thank you for helping 🙂 I see only the rev.rec. dates, but those are legacy dates and they are not appearing on the invoice/credit memo.

to understand you have created custom transaction line fields Rev Rec Start Date and end date These fields must appear on the sale items ( invoice , credit memo...) Then you have to go to setup > accounting > revenue field mapping Once this is done, normally everything should appear on your transaction form

yes, but Rev Rec Start Date and end date are not my custom fields, its from ARM. How to do with custom fields I can figure out. I am more interested if those standard start/end dates can be on credit note as well or not:

for me it's custom

ahhh... ok cool. Thank you! I will probably do custom as well then.

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super) thank you and have a nice day!