we are using ARM advanced revenue and want to put to deferred the moment sales order / proforma is created, and then move from deferred to actual revenue when invoice is created, some how am unable to get the combination right. any help or tips please, thanks in advance - giving example below : on SO creation - Deferred rev should be impacted till invoice is created and when invoice is generated - deferred to actual revenue

SO is not a posting transaction - if you want to impact deferred revenue you have to create the invoice. The whole premise of ARM is that billing != revenue recognition so it separates these processes. Some options for recognizing revenue 'right away' are using the Direct Revenue Posting on the item record (mostly useless since you can't mix this with non direct revenue posting items on one transaction) OR creating a revenue rule that posts revenue for the period of invoicing

@j.j - you need to set up your items to recognize revenue on billing; then you can create SO (as Alex said it is non-posting transaction), and then - invoice.

what’s the reason for the requirement of posting to deferred on order creation? It’s a bit unorthodox...

thanks folks for the replies, yes the issue is we receive contracts and would want to book the deferred at that point, the invoicing happens much later (monthly) depending on what gets consumed during the month, note - at contract stage its open and we do not know the items that will be invoiced later

If you have some accounting/auditing types of resources your process needs to be refined. I can believe you want to start recognizing revenue at the time of contract creation, and this can be done by creating revenue plans on arrangement creation. The requirement to defer revenue at contract creation is a disconnect of what deferred revenue is - payment received/invoiced prior to actual recognition of that revenue taking place.