Revenue recognition – reallocation is available for project sales orders

Important

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Enabled for	Public preview	General availability
Users, automatically	-	Mar 31, 2021

Business value

Reallocation lets organizations recalculate revenue prices when the terms of a contractual sale are changed. For the purpose of revenue recognition, the sales order documents are considered to be the contract.

Feature details

In earlier versions, you could reallocate revenue on sales orders, but not from sales orders that were created from a project. Now you can reallocate revenue on project sales orders. Reallocation can be run when a line is added to an existing project sales order, when a line is removed from an existing project sales order, or even when a new project sales order or project return order is created for the same contractual sale. The reallocation process is run by opening the sales order and choosing the option Reallocation price with new order. This option lets you run reallocation for a new project sales order, or a new line.

If you’ve already turned on the Revenue recognition capability in the Feature management workspace, you’ll have access to this enhancement. No additional action is necessary to use it.