Good Afternoon Our finance team was trying to get an idea if NetSuite Re-bill solutions are possible Following scenario: Sales order gets created with a billing schedule for December 2024. We issue the invoice. Customer comes back and says they want to be billed in June 2025 rather than December 2024. Currently the process: Issue a credit memo for the invoice and create rev rec reversal Fully re-create a new sales order to accommodate. NetSuite does not "re-open" the SO in order to perform a re-bill or adjustment so it just requires a lot logistical things across multiple teams. NetSuite ACS said there really isn't a solution for this. The main one they mentioned was doing the CM, close the billed lines to avoid confusion (in case of partial billing) and then add new lines to "re-open" the sales order. However that seems like a very clunky way of doing it and it would double the amount of the invoice likely causing more headaches when reporting.

Why customers decides when to bill?

Not sure but it's a situation that happens. I don't think it's normally as exaggerated like this, but I asked for a recent example. My guess it ended up being some sales negotiation or a customization due to funding.

Credit Memo does not affect SO.

Credit memo sort of increase your return rate ratio. If this happens often then auditors are not going to be too happy about it. I’ll stick with ACS solution.

The ACS solution isn't really workable because it makes the SO clunky. Instead of a $15 SO it would say $30 and we just have to remember we returned the first 2 lines and there are other downstream issues There may be bigger changes to the billing schedule that cause the fix and I'll have to ask if just keeping the Invoice open would solve it but they have been dealing with this issue for years so I am guessing it's not.

Where I came from they would have done a Return Authorization to clear that sales order. A brand new SO and Invoice would have been the final step

Ok that is what they are doing now and it's a frustrating process since they just have to go in and coordinate with other teams I think they were just hoping for a cleaner solution that allows the sales order to open up again if the billing schedule needs to be adjusted. Thank you

its a big pain but i think shortcuts lead to bigger problems

Agree. Thank you

Be happy this process does not involve projects... In projects you would have to reverse all the charges, re-charge and then re-bill... NS process is simple and straight forward and it does assume there is an agreement in place. If you change the agreement (i.e. invoice date) there is a process you must follow for the audit purposes if nothing else.