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Planview Customer Success Center

Cannot add revenue adjustment

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Question
I have a fixed fee with a PPC (Physical Percent Complete) of 100 i.e. all revenue has been recognized. But it has been recognized in the wrong month. E.g. we have recognized $1000 in January but $0 in the previous month (December of the previous year) which would have been correct.

When trying to correct this by adding an adjustment of $1000 into December, I get a message that the adjustment cannot be added.

Answer
This is because adding another $1000 would mean that more revenue than 100% would be recognized and Changepoint prevents that.

To transfer revenue to a different date using adjustments, first enter the negative adjustment. So in this case, first create an adjustment of -$1000 in January. After this, adding the $1000 into December with another adjustment is possible.