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Planview Customer Success Center

How to remove old contracts in Tentative Report(02)?

Symptoms
There are many old/closed engagements still appearing on the Revenue Recognition Report #02 (Process Tentative) and we can't figure out how to get them off there. How do we get this cleaned up?


Resolution
The record appear on a report when following conditions are met:
1. BillingOffice has recognizerevenue flag set to 1
2. Revenue recognition flag on engagement is set to 1
3 For the engagement there are no EngagementProducts for which RRUpdate flag is set to 1
4 For the engagement there are no FixedFees for which RRUpdate flag is set to 1.

When those conditions are met, the only method of removing them from the report is to turn off revenue recognition at the engagement level.