Question on Revenue Merging/Unmerging. A user accidentally retro merged two RAs. Because this is not a prospective merge, I don’t have an option to “revert change order”. Is best practice to go to Transactions > Financial > Merge Revenue Arrangements for Linked Sources, filter for the correct customer, select the RA that was incorrectly merged, uncheck the lines of the transactions that shouldn’t have been merged and then click ‘merge’? My understanding is that this is the equivalent of basically separating the merged RAs or “unmerging” them.

I am not aware of any unmerging options (and would love to be corrected if there is one). what happens in the merging process is the following: two+ RAs are merged into a one new RA, i.e. all elements are moved there and reallocated; you have all old RAs available, but there no elements in them. There is not a real good solution to the retracting merged rev arrs :(

Hey Karina. I know for a prospective merge there is a “revert change order” button that essentially restores the old RA’s and deletes the merged one. It’s more complicated for retrospective merges. It’s not an official unmerge process but there is some workaround. I just can’t remember the process. I reached out to NS support. I’ll let you know what they say.

oh, the PROSPECTIVE merge - yes, indeed. My thoughts were around after the merge is completed. Makes sense now. you said this was not a prospective merge, though.

Karina - in my scenario, doing a retro merge separated the RAs. You should test the process out in your sandbox environment so see how it works. I worked with NS support on this issue.