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CS - No Planned Revenue Posting to Service Order after Quote Accepted

Jun 23, 2017 at 01:33 PM

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Former Member

Here is my scenario:

Customer has a notification which creates a standard SM01 service order (no repair/sales order). Quote is then created and accepted from the service order. My understanding is that once the quote is accepted planned revenue should flow to the service order but I am not getting anything. Please advise. Thank you.

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5 Answers

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Former Member Jul 12, 2017 at 01:04 PM
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Anyone have any ideas on this?

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Peter Atkin Jul 12, 2017 at 01:19 PM
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Ryan,

Was the DMR and Billing Document created (see quotation document flow)?

PeteA

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Former Member Jul 19, 2017 at 11:30 PM
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So far nothing has posted, just looking for planned revenue at this point. If I look at the plan/act report the revenue is hitting G/L 41030000 - Sales for Service. I have also added that GL to a revenue value category via config which is also not showing on the cost tab either. Only cost value category are displayed.

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Former Member Jul 18, 2017 at 10:47 AM
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Hi Peter,

Thanks for the reply. I was hoping it would be you :)

After running DP80 we are generating quotation type QT and upon acceptance the DMR type LV is created and billing doc is L2

Ryan

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Peter Atkin Jul 18, 2017 at 11:19 AM
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Ryan,

Were there any errors on the billng document?

Check the accounting documents to see where the revenue was posted..

PeteA

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