Recast Item MRR/ARR

If you have jitter in your MRR and ARR values due to manual editing, importing, odd durations, or durations shorter than a year such as monthly, quarterly, or semiannual terms, you can reset the MRR and ARR for an Item's Transactions using Recast.

WARNING: Recast permanently overwrites existing MRR and ARR values and there is no undo. Perform a backup first.

Before you start

Recast requires Admin permissions, and two settings decide what it produces.

• What Recast calculates is driven by the Item's Generate MRR/ARR setting. When that setting is No, the recalculated figures are zero, so recasting overwrites any existing MRR and ARR on the Item's Transactions with 0.00 rather than leaving them alone.
• Recast uses the MRR Tolerances table in its calculation.
• Recast respects the Transaction Lock Date. Only Transactions starting after the lock date are recast.

WARNING: Recasting overwrites the MRR and ARR stored on every listed Transaction. On an Item whose Generate MRR/ARR setting is No, that means writing 0.00 over the existing figures. Review the list of affected Transactions before you proceed.

Recast an Item's MRR/ARR

Recasting is done from the Item itself, one Item at a time.

To recast an Item's MRR and ARR

1. Go to Admin > Items and open the Item.
2. From the Recast menu, select MRR/ARR.
3. Review the list of affected Transactions. It shows every Transaction whose MRR or ARR changes when you proceed, so a Transaction already holding the correct value is not listed. The last four columns display the existing MRR and ARR alongside the new values.
4. Select Proceed.

Both Local and Home MRR and ARR are recalculated.

Related information

For Bulk Edit, Clone, and Edit Accounts, see the Bulk Edit, Clone, and Update Item Accounts help article. Note that Bulk Edit does not support recasting.