‘Update Revenue Details’ is the process by which Charge data is transformed or updated onto Revenue Details and their associated Revenue Orders.
The ‘Update Revenue Details’ process must be initiated in order for Charges to be properly staged and sent to NetSuite’s Advanced Revenue Management (ARM) module for revenue planning and recognition, as well as revenue reclassification.
Before initiating this process, ensure all prerequisites are met.
Note: Environments utilizing Multi-book when running Update Revenue Details, will see Detail records created for each Accounting Book. Revenue Details will not be created for any Accounting book marked ‘Adjustment Only’.
What happens when you run Update Revenue Details
When you run Update Revenue Details — whether manually or on a schedule via ZoneBilling Automation — ZoneBilling automatically runs four steps in order:
- Update Revenue Details — creates or updates Revenue Orders and Revenue Details.
- Revenue Event Processing — creates the revenue events needed for those details.
- Revenue Link Linking — connects billed Charges to their Revenue Details and keeps that connection current if a charge changes later. For accounts after ZoneBilling Release 2026.09.28, ZoneBilling will only process the subscriptions you selected and passed through Update Revenue Details (URD).
- Revenue Billing Event Processing — creates or updates the Revenue Transaction Links that tell NetSuite's ARM plugin what to update. For accounts after ZoneBilling Release 2026.09.28, ZoneBilling will only process the subscriptions you selected, with a once-a-day wide open run to look for changes to posting transactions that would need billing event updates.
For a plain-language explanation of why this changed in ZoneBilling Release 2026.09.28, see What's Changing in ZoneBilling Revenue Billing Events. For definitions of each record type involved, see ZAB Revenue Orders.
Choosing an ‘Update Revenue Details’ Frequency
To prepare for revenue recognition, it is recommended to run the ‘Update Revenue Details’ process (at a minimum) once a month, before month-end close, before running the ‘Update Revenue Arrangements’ process.
To determine the best frequency, keep the following in mind:
- New information added to Charges or Revenue Details are not automatically synced.
- The ‘Update Revenue Details’ process must be run after changes to the Charges.
- The ‘Update Revenue Details’ process may be scheduled through a ZAB Automation.
In high volume accounts, it is recommended to run ‘Update Revenue Details’ more frequently (i.e. once per week) so data can be processed in smaller and more manageable batches.