Credit Manager and Customer Tracker


(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


(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 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

https://www.hendrickcorp.com/sites/default/files/hendrick.mfg.jpg