You’re offline. This is a read only version of the page.
Announcements
115
Hello everybody,
we have an issue on customer retention. I am quite sure we miss something in the setup but don't know what.
1) 2 companies of our group are using customer retention. One was setup 4 years ago, and the last one was setup last year.
2) if the first company, when was use customer retention we have :
- Project Transactions
- GL transactions
3) In the second one we just have
- Project transaction
I check in both companies Prerequisites :
- Setup a general leger account for posting customer payment retention amounts ==> OK
- Define a project category for customer payment retention transactions ==> OK
- Set up a number sequence for customer payment retention terms. ==> Ok
We don't user the sup of customer retention terms.
We had retention termons on the funding source.
Do you have any idea or remarks ?
Thanks in advance
Hello again Ludwig,
I think we fixed the issue.
In an internal USER GUIDE written a few years ago, it was mentioned
"Pre requisites:
* At the project level, check that the field “Search Priority” is set on “Category”
"
I did it and now it works. I don't know really why but the issue is now fixed.
Hello Ludwig,
I didn't check this point before your answer.
So I checked this with the 'Subledger journal entries not yet transferred' function but I don't get any data in this screen.
Hi,
Is it possible that your GL transactions are 'stuck' in the subledger journal entry not yet transferred form in GL?
Best regards,
Ludwig
#1
André Arnaud de Cal...
294,157
Super User 2025 Season 1
#2
Martin Dráb
232,930
Most Valuable Professional
#3
nmaenpaa
101,158
Moderator
Share
Report
All responses (
Answers (
