Combination and Modification of Performance Obligations

On the Merge Revenue Arrangements for Linked Sources page, you can combine or modify the revenue arrangements and elements that represent performance obligations. The options you select on this page determine whether the result of the merge represents a combined revenue arrangement or a prospective merge. To access this page, your role must include the Revenue Arrangement.

Both types of merges share the following characteristics:

Custom fields on the original arrangements are automatically included in the resulting merged arrangement. If custom field values are the same for all elements in the merged arrangement, the value shows in the custom field in the arrangement header. The header custom field is blank if the values of the revenue elements are mixed.
The foreign currency exchange rate for return authorizations participating in the merge must be the same as that for the linked sales order.
The Created from Merged Arrangements box on the new revenue arrangement is checked.
The Merged into New Arrangements boxes on the original arrangements are checked.
When you merge revenue arrangements from linked sources, the revenue elements for the linked source lines are automatically linked in the new arrangement. For example, you merge the arrangement for a sales order with the arrangement for a return authorization created from that sales order. In the new merge arrangement, the negative element is automatically linked to the corresponding positive element.
The sources for the original arrangements must be valid at the time of the merge. For example, if you try to merge a revenue arrangement whose source sales order includes an item that has become inactive, the merge fails. In this example, the result is an invalid item error.
When the Enable Advanced Cost Amortization accounting preference is checked, the behavior is as follows:
- NetSuite reverses any contract cost deferral journal entries. Those contract cost deferrals and their reversals remain linked to the old revenue arrangements as related records. The new revenue arrangement gets a new contract cost deferral with links in the Deferred Cost Journal Entry field and on the Related Records subtab.
- The Allocated Contract Acquisition Cost Amount (Base Currency) value is not reallocated during merge. To reallocate costs after the merge, use the Reallocate Cost button on the new revenue arrangement. For more information, see Contract Acquisition Cost Allocation.
The UI can load up to 10,000 revenue elements when merging arrangements. For more information about UI line limitations, see Limitations for Creating Transactions. For information about SuiteScript line limitations, see N/task/accounting/recognition Module.

The Revenue Summary popup window provides a consolidated view of revenue elements in the arrangement that have been linked by the merge process or manually. For information, see Revenue Summary Details.

The following table shows a summary of the differences between the types of merges.

Combined Revenue Arrangements	Prospective Merges
The new revenue arrangement includes the revenue elements from the original revenue arrangements.	The new revenue arrangement includes new revenue elements with the residual values from the original revenue arrangements.
The original revenue arrangements and sources can be edited.	The original revenue arrangements and sources are locked.
You can select individual revenue elements to merge into a new revenue arrangement.	You must select entire revenue arrangements to create a prospective merge.
The revenue elements and their revenue recognition plans move to the new revenue arrangement.	The revenue elements and their revenue recognition plans are truncated and locked and remain with the locked revenue arrangements. New revenue elements and revenue recognition plans are generated for the residual amounts and included in the prospective merge revenue arrangement.

Combined Revenue Arrangements

Prospective Merges

The new revenue arrangement includes the revenue elements from the original revenue arrangements.

The new revenue arrangement includes new revenue elements with the residual values from the original revenue arrangements.

The original revenue arrangements and sources can be edited.

The original revenue arrangements and sources are locked.

You can select individual revenue elements to merge into a new revenue arrangement.

You must select entire revenue arrangements to create a prospective merge.

The revenue elements and their revenue recognition plans move to the new revenue arrangement.

The revenue elements and their revenue recognition plans are truncated and locked and remain with the locked revenue arrangements. New revenue elements and revenue recognition plans are generated for the residual amounts and included in the prospective merge revenue arrangement.

For details of characteristics that are unique to the different merge types and for merge instructions, see the following topics:

Related Topics