Customer history (sales) missing

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Posted on by Community Member

Hi,

I notice after reviewing several customers account history that the first invoice that was posted for January 2015 is not being counted for the customer total balance to date. Any reason why this is happening?

Thanks,

Ken

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RE: Customer history (sales) missing

I ran the AR integrity check as suggested and that fixed my problem. Thanks Rick
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RE: Customer history (sales) missing

Ken,

Not sure what would cause this but I would do the following:

First I would see if the invoice was accidentally set with a posting period of 2014 instead of 2015. It is not uncommon, right after a year change to enter an incorrect posting period particularly if AR is still in 2014 and the invoice and memo batch defaulted to 12-2014 and the user had to change it but forgot to change the year. Pull up one of those invoices under document maintenance and double-check the posting period.

If that looks correct, I would suggest you run AR integrity Check and select the rebuild AR history from documents and see if that corrects the issue.