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Jun 22 at 04:59 PM

Migration of open sales order, earned revenue differs from invoiced amount

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Hello,

we are selling fixed-price services project-based, PBFX.

We need to migrate some open sales orders for which we have not been able to identify a solution.

Let's say we have SO 1-10 of type PBFX.

When the SO was created, its original value was 1000 EUR, unit of measure was EA (each). the associated planned cost was 800 EUR At the cutover date, the earned revenue is 200/800 * 1000= 250 the invoiced amount is 500 In ByD, we need to realize the outstanding 750 EUR revenue and the planned cost will be 600 EUR Now, if we create a SO in ByD UI or we migrate it with the above values, ByD will want to invoice 750 EUR, which is not correct. If we migrate SO 1-10 as the outstanding amount to be invoiced, 500 EUR, the ByD revenue amount will not be correct. Do you have any suggestions on how this should be migrated? Then, we have a situation where the invoiced amount is lower than the earned revenue. Let's say we have SO 2-10 PBFX. The original value was 2000 EUR The earned revenue at the cutover date is 1000 EUR The invoiced amount is 600 EUR Now, if we migrate the SO 2-10 for the outstanding revenue to be realized, we will not be able to invoice the customer 1400 EUR If we migrate the SO 2-10 for the outstanding amount to be invoiced, we won't have the correct revenue in ByD.

Do you have any suggestions on how this should be migrated?

Thank you for your help!

Sergio