Any experiences doing rev rec migrations into custom records? Doing it natively is proving very time consuming and laborious. Thanks

what type of migration?

If you setup it rightly it should just flow though.

Hey guys. It's complex as hell. In effect it's a carve out going on here, still getting the ropes but they're trying to move balances as opposed to doing things fresh as per standard NS, setting up your items, plans etc and simply updating/generating the revenue arrangements off the sales orders. Instead, a Sales Order is being used as a vehicle for balance moving, containing revenue recognized to date, deferred revenue balance (back to the GL) and any future billing are captured. Billing schedules are also captured, invoices generated then reversed. All proving complex with multiple transaction types, return auths, credit memos. I'm just thinking there must be some way to dump all this into a custom table and then let finance extract and concatenate with balance sheet

was this on BRD? how did it pass UAT?

Unfortunately I wasn't there, I've just been parachuted in. I guess I need to go away and ask more questions. Just wondering really whether at a general-level anyone's ever just used a custom record as a work around to a full migration

NS rev rec has its own "engine" to run things. it creates records, and set status, and blah blah... to make things work according to accounting regulations. sounds like you are trying to build your own rev rec engine. it will be costly, if possible. otherwise, you'll waste a bunch of time after hitting the wall. cheaper to hire consulting firm specialize in this scope to get it configured. I believe NS's top vertical is software/sass. what you are looking for probably has been done already.

Thanks, appreciate your thoughts

don't try this at home(prod account) 🤣

Just wondering why in the world your customer would want to do it - if you do not mind sharing of course. And to state it - there is not shortcut for what they want you to do.