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Function documentationRevenue-Related Events and Postings

 

The following section lists the activities that involve revenue postings, typical postings that are made outside Revenue Accounting for those activities, and corresponding corrective postings made by Revenue Accounting.

When an invoice is issued:

Posting Made By

Posting

The logistics system

Dr: Accounts Receivable

Cr: Billed Revenue

(For price discounts)

Dr: Billed Revenue

Cr: Accounts Receivable

Revenue Accounting

Dr: Recognized Revenue

Cr: Receivable Adjustment

(For price discounts)

Dr: Receivable Adjustment

Cr: Recognized Revenue

To recognize revenue when a linked performance obligation is fulfilled:

Posting Made By

Posting

Revenue Accounting

Dr: Receivable Adjustment

Cr: Recognized Revenue (for Linked Performance Obligations)

To recognize cost when a performance obligation is fulfilled:

Posting Made By

Posting

Revenue Accounting

Dr: Recognized COGS

Cr: Deferred Cost

To recognize the differential resulting from price re-allocation when a (non-linked) performance obligation is fulfilled:

Posting Made By

Posting

Revenue Accounting

Dr: Receivable Adjustment

Cr: Revenue Adjustment

To recognize a right of return when a performance obligation is fulfilled:

Posting Made By

Posting

Revenue Accounting

Dr: Revenue Adjustment for Right of Return

Cr: Refund Liability

To recognize expiration of a right of return:

Posting Made By

Posting

Revenue Accounting

Dr: Refund Liability

Cr: Revenue Adjustment for Right of Return

To recognize contract liabilities at the close of the accounting period if the invoice due amount is positive (according to invoice due date-based calculation):

Posting Made By

Posting

Revenue Accounting

Dr: Receivable Adjustment

Cr: Contract Liability

When revenue is recognized and the contract still has a balance in contract liability (according to invoice due date-based calculation):

Posting Made By

Posting

Revenue Accounting

Dr: Contract Liability

Cr: Receivable Adjustment

To recognize contract assets at the close of the accounting period if the recognized revenue exceeds the invoice amount or the billable amount (according to invoice due date-based calculation):

Posting Made By

Posting

Revenue Accounting

Dr: Contract Asset

Cr: Receivable Adjustment

At the close of the accounting period if the contract still has a balance in contract asset and the invoice is issued (according to invoice due date-based calculation):

Posting Made By

Posting

Revenue Accounting

Dr. Receivable Adjustment

Cr. Contract Asset

At the close of the accounting period if the total recognized revenue exceeds the total invoiced amount up to this period for that contract (according to invoice date-based calculation):

Posting Made By

Posting

Revenue Accounting

Dr. Unbilled Receivable

Cr. Receivable Adjustment

Note: The amount in excess of the total invoiced amount is posted as Unbilled Receivable.

At the close of the accounting period if the total invoiced amount exceeds the total recognized revenue within this period and the balance is positive on the debit side of Unbilled Receivable (according to invoice due date-based calculation):

Posting Made By

Posting

Revenue Accounting

Dr. Receivable Adjustment

Cr. Unbilled Receivable

Note: The debit side of Unbilled Receivable is cleared.

At the close of the accounting period if the total invoiced amount exceeds the total recognized revenue up to this period for that contract (according to invoice due date-based calculation):

Posting Made By

Posting

Revenue Accounting

Dr. Receivable Adjustment

Cr. Deferred Revenue

Note: The amount in excess of the recognized revenue is posted as Deferred Revenue.

At the close of the accounting period if the total recognized revenue exceeds the total invoiced amount within this period and the balance is positive on the credit side of Deferred Revenue:

Posting Made By

Posting

Revenue Accounting

Dr. Deferred Revenue

Cr. Receivable Adjustment

Note: The credit side of Deferred Revenue is cleared.

If the contract involves foreign currencies and the balance of the Receivable Adjustment account is changed following postings made to certain accounts (such as the Recognized Revenue, Contract Liability, Contract Asset, and other accounts involved in invoicing), the exchange difference is posted as follows:

If the Receivable Adjustment account has a positive balance on the credit side:

Posting Made By

Posting

Revenue Accounting

Dr. Receivable Adjustment

Cr. Gain from Exchange Rate Difference

If the Receivable Adjustment account has a positive balance on the debit side:

Posting Made By

Posting

Revenue Accounting

Dr. Loss from Exchange Rate Difference

Cr. Receivable Adjustment

Note Note

The exchange rate difference account is configured in transaction OB09.

End of the note.