Does anyone know how revenue plans pick the exchange rate used on the line items? We have 2 examples that are different and we aren't sure why. 1. 2023 SO gets amended with a RetAuth on 6/30/25. The Revenue Arr lines have an exchange rate that is based on the effective date of the RetAuth. (6/30/2025) 2. 2024 SO gets amended with a Ret Auth on 3/27/25. However the exchange used on the Revenue Arr is the effective date from the original sales order. (10/31/2024)

Revenue plans usually pull the exchange rate from the effective date tied to the related transaction. If you are seeing a difference, it is often because one amendment is driving a new effective date while the other is still tied back to the original sales order date.

It seems that when we can create the return authorization the sales effective date and exchange rate from the sales order are being pulled through to the Ret Auth and subsequently the revenue arrangement. However only way scenario 1 could happen is someone manually changed the sales effective date and the exchange rate on the return authorization. There are no logs of it changing so they must have done it during creation.

That makes sense because the return authorization inherits the sales effective date and exchange rate from the originating sales order by default. The only way you would see a different effective date and rate is if someone manually set them when creating the return authorization.

Now I am just trying to confirm that there is no way these fields are set any other way because they are saying they did not update them manually.

yeah, There is no system process that would override those fields outside of manual entry. The return authorization will always default from the sales order unless a user changes the effective date or exchange rate at creation time.

Thank you. We figured out and may be what you were saying. There are 3 dates on the ret auth Order Effective (Date of creation) Sales Effective Date (Sales Order Date) Exchange Rate ( Sales Order Rate) What we found is that if you change the Order Effective Date it actually causes the sourcing on the Sales Effective Date/Rate to change. So if the ret auth had 9/15/2025 and I changed it to 9/1/2025 those other fields would re-source to 9/1/2025 instead of whatever value was on the sales order. We were confused because changing the Sales Effective Date on it's own didn't cause the exchange rate to change.