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statement issue

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Posted on by JackBurton07

When I go through "Email statement to contact" within the Customer Credit and Collections workspace. I get a statement with all company details populated but no financial data. Under "Not due yet", "1-30 days", "31-60" etc all have zero dollars listed.

Though, when I go to Accounts Recievable and generate a statement for the same account, the statement has all of balance information (X,XXX) as a balance.

Any ideas?

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Jonas "Jones&q... 5,016 Most Valuable Professional on at

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I assume we are in this workspace, and are clicking this button:

If so, what parameters have you selected?

The generated Excel has a tab for detailed transactions, is that also empty?
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Ramit Paul 22,809 Most Valuable Professional on at

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Hi,

The most possible reason is- your Customer ageing snapshot has not run yet, please run it once and check the workspace once again.

If this solves your issue, you might have to think for a recurring batch to run it once or twice a day as per your agreement with client/org.
JackBurton07 26 on at

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hi Jonas,

yes - even the detailed transactions are also blank.

ramit,

that did not do the trick