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
