Sales Contract Planned Revenue Issue

Also in APPS10 there was a checkbox for “Report Planned Revenue” , is that one checked?

Are the posting controls correct?

• do you use Item Type or Report code, then check the Contract line item for details, it will make the connection but not transfer the amounts then
  • if you update the posting controls it might that you have to “Refresh Project Connections” to update the cost

​@Karolina Wowak If the Revision is set to active then the Planned Revenue should be reported. I assume the Posting Controls are the issue here. Please check if the Posting Controls are correctly setup (specially the Control Type etc) as suggested by the above answer too. Even though Planned Revenue is updated for others, due to the different values (for Control Types), this issue could happen to the contract in question.

It is not easy to troubleshoot with given limited info but I dont think any other parameter is causing this issue.

Thank you for your suggestions.

Unfortunately, after reviewing the Posting Control rules I still cannot see the reason for such system behaviour. As I mentioned, there are 2 Sales Contracts in the same company under the same project, using the same Posting Control rule PRIJII. Even the same Activity is used to gather additional revenue. 

There are only 2 Report Codes used to discern 2 Revenue Types. For W%0001 both work properly according to below rule:

For W%0002 none of them works. Previous rule was based only on Fixed Value Cost Type 701, but it does not work for this contract either. I’ve modified the validity dates of posting rules and validity of Report Codes. I’ve even created a new Report Code REVENUE 03 to replace REVENUE 01 - no effect as well. Simply speaking - no Report Code works for W%0002. 

No further ideas in my head… 

​@Karolina Wowak It seems bit strange as you described. It works for one contract but not for other. This needs to be further investigated, please consider reporting this for IFS Support.

Hi. I’m back here with the solution for the issue with the missing Planned Revenue. Thanks to the investigation of IFS Consultant we learnt that the items in Sales Contract were defined as non-taxable, there were no tax codes assigned. In result of such configuration Posting Rule PRJI1, which is dedicated for taxable items, could not handle Planned Revenue. We had to define PRJI2 - Project Invoicing Non-Taxable - to acquire proper Planned Revenue in Project Connections screen.

Summary: define PRJI1 and PRJI2 to acquire Planned Revenue regardless of tax/no tax settings. 

Thank you for your suggestions