Mel
(Mel Malay)
1
First Scenario:
Customer Credit Manager
ABC Company
Payments
Unapplied Deposits
Two are listed (4/15/2016 694.00 and 2/16/2018 1141.00)
Second Scenario:
Customer Tracker
ABC Company
Financial
Payments
Unapplied Deposits
Zero (nothing listed)
What is causing the inconsistent data? Is there a tool / fix we could run?
Thanks
Mel
bderuvo
(Bryan DeRuvo)
2
Under Rebuild Process/Finance you will find Recalculate Customer Credit.
It does create a log to show you which customers were fixed.
We use this often for the issue you are experiencing. Set on a schedule to run periodically if needed.
Mel
(Mel Malay)
3
Bryan,
I ran it manually but still no data on the customer tracker.
Mel
Rommel Malay | I.T. Manager
Hendrick Manufacturing
D: (847) 608-2010
M: (216) 392-8934