Migration of Service Contracts

Hi @dsenevirathne54 

We migrated service orders for a client that wanted 10 years of service order history along with all of the file attachments associated with each service order.  In order to avoid new invoices being generated (since those came over in the AR history migration), we brought the lines of the service order in with the Billable checkbox unmarked.

Hope this helps!

Best,

David

Hi @DavidEichner ,

Thank you for your feedback. It does work for service orders. But in service contracts, We have to enter the recurring billing under the services per period box which is the base for invoicing. Because it trying to create invoices.

We could go for a workaround, When we run billing it does create invoices but the issue is if those invoices are kept open. But if the migration mode is on for receivables and when we process run contract billing it creates invoices but gets closed automatically upon release which makes no ledger entries for receivables as well. 

Therefore we followed the above method and created invoices with closed state and no impact on GL and open invoices. 

Thank you,
Dulanjana

Thank you for sharing your solution with the community @dsenevirathne54!

​@dsenevirathne54 -
Can you expand on this? How did you Run Service Contract billing with Migration mode on? 

We have the same situation - Contracts mid-year want to create invoices for periods before our Go Live date.

Hi ​@sroberts29 ,

Here is what we did,

1. Create the contracts using import scenarios or manually. You can use the actual start dates.
2. Remove the update GL tick in the Accounts Receivable Preferences.
3. Run billing and it will create the invoices in a closed state with no impact on the AR balances or GL.

Please let me know if you need further clarification.

Thanks,

Dulanjana

Thanks ​@dsenevirathne54  - but when I turn on migration mode in AR - ‘Run Service Contract Billing’ throws an error -  “Migration mode is activated in the Accounts Receivable module.” 

I wonder if something changed between versions? We are in 24.112

Thank you for this info ​@vdiaz .

The simplest solution for us would be have the first billing period in the Services Per Period tab to ‘acknowledge’ what the user specifies in the Next Billing Date field.