the main point here is when you fulfill. that is ...
# armk
Karina
05/03/2024, 3:20 PMthe main point here is when you fulfill. that is you fulfill and then select status; it can be Picked or Packed or Shipped, but I do not think status matters really for rev rec technically, only for the audit
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Donna Harris - AppWrap
05/03/2024, 7:51 PMThe state may be importing for creating revenue plan. If the rule is set to create plans on fulfillment, when status is pick or pack, no rev plan would be created.
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Catherine Fray
05/03/2024, 9:52 PM@Donna Harris - AppWrap Have you observed this yourself? I'm hearing from other contacts that it does create the rev plan
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Donna Harris - AppWrap
05/06/2024, 4:17 PMI have, if the revenue rule is set correctly to create revenue plans on fulfillment, no record is created until the SO has status of pending billing. Exception is if the environment allows for billing in advance of shipping, in this case no rev records will create until fulfillment record is created.
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Donna Harris - AppWrap
05/06/2024, 4:18 PMIf others are seeing different behavior, possible the revenue rule is not correct or the revenue rule is not on fulfillment.
Donna Harris - AppWrap
05/06/2024, 4:25 PMIn these edge cases the entire revenue recognition setup must be considered. Are customer drivers setup, is there event types or other drivers for this customer. There are many factors that change the native behavior and to understand how the other use cases vary details on the customer environment would be needed to investigate.
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Catherine Fray
05/06/2024, 8:01 PMThat's it...in this example, invoicing is done in advance of fulfillment, then fulfillment is created using pick/pack/ship....but the revenue triggers before fulfillment reaches shipped status
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