You’re offline. This is a read only version of the page.
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
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (