Symptom
- You create Customer Project with Sales Integration ABC involving numerous fix-price sales order items (ABC represents the project ID).
- You assign accrual method 108-Recognize using cost-to-cost project POC to these items. Automatically item XYZ-XX is generated as leading sales document item to bundle all costs and revenues of the project (XYZ-XX represents the leading sales document item ID).
- You need to cancel the sales order item and now want the functionality to assign a new item as Leading Sales Order item.
Environment
SAP Business ByDesign
Reproducing the Issue
- In the Cost and Revenue work center go to the Sales Document Items view.
- Open the Advanced search.
- In the Project ID field enter ABC.
- Press Go.
- Numerous sales order items appear for which sales order item XYZ-XX appears as Leading Sales Document item in the Accounting Data tab.
- Item XYZ-XX got cancelled and is now completed.
- You now want to change the Leading Sales Document item for the project.
Cause
The leading sales order item is selected randomly when accrual method 108 gets assigned to the fix-price sales order items of a customer project.
It is not possible to choose a desired sales order item as leading item (automatically or manually). It is determined by the system.
Even after completing the item that was generated as leading item, the system does not automatically determine a new leading item.
In general, the leading item works just as a place holder for aggregating all the postings on project level: Even after the item is completed it is possible for the revenue recognition run to process the item to recognize the project's costs and revenues.
Resolution
This is the expected system behaviour.
Keywords
revenue recognition, change leaading sales document item, 108-Recognize using cost-to-cost project POC , KBA , SRD-FIN-COR , Cost & Revenue , Problem