The system provides a warning when keying in a line on a sale order that has a Revenue Schedule if the Contract Start Date and/or End Date are blank. However, if the line is added to the order in any automated way, there is no warning. This means the order can progress to confirmation and invoicing with the dates blank, which means no revenue recognition schedule will be set up upon invoicing. We have found 5 ways that lines can get on a sales order that don’t give the warning the way it does when you key in it using on the form, and there are probably others: Sales order line / Explode / BOM lines; Generate Sales order from a Quote; Sales order line / Copy/ From all; button; Sales agreement / Release to Sales order.

We are also concerned about electronic orders (e.g. EDI, customer portal, data import, etc.) created for items with a Revenue Schedule so they require the dates to be entered. Typically batch processing is used to confirm or invoice theses orders, so we’d want to hold up these orders somehow to prevent confirmation and/or invoicing without the dates. If we can get them held for review by a person, we need a way to let the user know that the dates are the issue.

There are many ways you could solve this from very complex, handling all scenarios, to the more simple, handling some scenarios. At minimum, when you use the GUI to review a sales order and you hit SAVE, we’d like the warning to come up just like it does when you key in the line and hit Tab. That way any order line res-saved while a user is at the keyboard would give the user the chance to see the warning and take care of the dates.