The scenario is common: Sold Professional Services...
# generalb
Brian Raley
11/07/2022, 10:27 PMThe scenario is common: Sold Professional Services and RA is on HOLD. Now it's time to release and do we need to manually go into each Revenue Recognition Plan and uncheck the box: HOLD REVENUE RECOGNITION? Or is there a way to mass update, csv upland, or inline edit...?
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Karina
11/08/2022, 12:07 AMTransactions > Financial > Edit Revenue Recognition Plans, in Status box select On Hold, uncheck the box manually.
Karina
11/08/2022, 12:26 AMand may I just ask - why would you be setting rev plans on hold (unless customer is in bankruptcy)?
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Brian Raley
11/08/2022, 10:43 PMAll PS lines are set to hold until the services are used and customer has signed off. Then the revenue team will go in and release the hold on the line
Brian Raley
11/08/2022, 10:44 PMThey know how to do it manually, but they were hoping it could be done through a CSV upload to record
Brian Raley
11/08/2022, 10:44 PMYou can't do a CSV upload to RA/RE that I can figure
Brian Raley
11/08/2022, 10:46 PMIdeally, Services should trigger from fulfillment record and then this resolves the issue, but currently they have only a single revenue rule triggering on SO.
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Karina
11/08/2022, 10:46 PMthere is a better way to spent time by revenue team. no, you cannot upload it. you have to uncheck it manually. it is done for the reason, this functionality by no means should be used in this manner.
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Brian Raley
11/08/2022, 10:47 PMThat's what I told them and they have 359 RA lines to release. We have had a big turn over of staff so the new staff are wondering why they were doing it this way as well. So better days on the horizon but need to get past this month end first with new Revenue Team.
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