Subscription Products - Sales Orders / Amortization

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Mark W. Burke

• April 29, 2021 13:25
• Edited

We're adding subscription products and there are a few / several accounting seed actions that I'm hoping can be improved.

- Has anyone managed to automate - ideally declarative - the amortization process from billing.   The transaction volume is enough that we're bound to have a keying error.  Each bill has 6 amortizations and that's a lot of keystrokes that could be knocked off with automation as they are the same six.

- With a subscription, we might have more opportunities that need to be tied to the prime sales order.  For example, if a customer "amends" their contract and adds more product, I need to bill from the open, Original  Sales Order at anniversary and the new Sales Order with the additional products at anniversary?   

 

Tackled either, I'd welcome your insights and I'll put you in "owe refreshment" in case we're ever at the same conference.

Cheers

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  Bao Do

  • May 06, 2021 03:24

  This could be accomplished witha flow. You'd need to capture the elements of the amortization variables either on the billing or on a custom object and have the flow reference it.

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