@SuiteReg - what is your rev rec trigger for items in those SOs? you can technically delete invoices and start over with billing; revenue rec is likely not triggered by Billing thus is likely decoupled; another concern is the Reclass journal though which will increase your Unbilled Receivables and Deferred Rev

Hi @karina - can’t delete the invoices as they are in closed periods. some of the items create revenue plans on fulfillment, others are on revenue arrangement creation

then have CMs created to negate the impact; it will also create negative value revenue arrangement, and then you can merge as well

Correct, but the problem is more surrounding the business wanting to unlink invoices from SOs because they want to re-open the SO line (vs. using a CM to close out the INV, closing remaining open SO lines, and creating a new SO)

@SuiteReg - you are correct, unlinking invoices from SOs is not the best practice whatsoever. I suggest reversing the entire transaciton (CM, Return Authorization, etc) and starting over. It is the best solution IMO rather than bandaging multiple issues

Thanks Karina! I’m planning to test this in sandbox. We don’t currently use return authorizations but sounds like we need to