Creating a Transaction VSOE Bundle

Instead of creating an item group to bundle vendor-specific objective evidence (VSOE) items, you can designate an entire sales transaction as a VSOE bundle. If you include VSOE item groups in a transaction VSOE bundle, the items are processes as individual items rather than a group.

To create a transaction bundle:

1. Go to a new transaction form for one of the following:

   • Cash Sale

   • Credit Memo

   • Invoice

   • Refund

   • Return Authorization

   • Sales Order

2. Check the Transaction Is VSOE Bundle box on the Accounting subtab.

3. Add items to the transaction.

   You must add a minimum of two items.

   You cannot add an item group that is a VSOE bundle.

4. Complete the remainder of the transaction as necessary, and click Save.

Note:

If a sales order is not marked Transaction is VSOE Bundle, the sales order allocation and delivered flags do not propagate to invoices for the sales order.

Now, items on the transaction that have VSOE settings can be processed for VSOE. See Recognizing Revenue for VSOE Bundles.

Related Topics

Using the VSOE Feature

Using Revenue Recognition

Creating VSOE Bundles

Creating an Item Group VSOE Bundle

Recognizing Revenue for VSOE Bundles

General Notices