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RORD collected after invoicing

A scenario that explains RORD and CM-RO accounting entries

In this scenario, the RORD line is collected after the invoice line. The current open period is Jan-2020. Both the SO line and the invoice line are collected in Zuora Revenue in January 2020. The POB is on hold for release.

Line ID

Transaction Type

Ext. Sell Price

Allocatable

Start Date

End Date

Deferred

Released

Period ID

1.1

SO

12000

12000

1/1/2020

12/31/2020

12000

0

202001

1.1

INV

12000

12000

1/1/2020

12/31/2020

12000

0

202001

The accounting entry is created as follows:

Account Type

Dr

Cr

Period ID

Contract Liability

12000

202001

In the same period, the following RORD line is collected. The Net Sell Price is the sum of SO and RORD amount, which equals $6000 and the Net Billed Amount is the invoice amount, which is $12000. Net Billed Amount is greater than Net Sell Price, so Contra AR entry is created for $6000.

Line ID

Transaction Type

Ext. Sell Price

Allocatable

Start Date

End Date

Deferred

Released

Period ID

1.1

RORD

-6000

-6000

7/1/2020

12/31/2020

-6000

0

202001

After the RORD line is collected, the allocatable amount of the original SO line is decreased.

Line ID

Transaction Type

Ext. Sell Price

Allocatable

Start Date

End Date

Deferred

Released

1.1

SO

12000

6000

1/1/2020

12/31/2020

6000

0

The accounting entries are created for the RORD line.

Account type

Dr

Cr

Period ID

Contract Liability

12000

202001

Contract Liability

6000

202001

Contra AR

6000

202001

The Contra AR reversal happens when the CM-RO line is collected for the RORD amount in the Feb-20 period.

Account type

Dr

Cr

Period ID

Contract Liability

12000

202001

Contract Liability

6000

202001

Contra AR

6000

202001

Contract Liability

6000

202002

Contra AR

6000

202002

Contract Liability

6000

202002