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How to get only Customer which are having incorrect balances

  • 21 October 2020
  • 6 replies
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Naveen Boga
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Hi Everyone,

We are seeing few of the customers having incorrect balances and everytime when we observe this we are running the “Validate Customer Balances’ processing screen then Customers are updating with the proper balances.

As we have huge number of customers in the system, this process is taking so much of time.

Do we have any other alternative to find only the customers which are having incorrect balances, so that we will run this process only for those customers.

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Best answer by Hannah Barnes 21 October 2020, 15:06

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Naveen B

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Hannah Barnes
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Hi naveenb74!

The customer balance is calculated at the time the Validate Customer Balances process is ran. The current balance would not have anything to compare to before this calculation was processed, so knowing which balances are incorrect beforehand is not currently part of the functionality.

One possible solution to your issue might be to schedule the process to run daily and automatically. See this help article for steps on setting that up:
https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=1b5b4e81-a71a-4335-892e-ccf6d3b28439

Or, if you are experiencing performance issues when running this process - it takes a long time to complete - check out this Knowledge Base article and see if this might be something that improves the process time:
https://community.acumatica.com/financial-management-123/known-issue-performance-issues-on-the-validate-customer-balances-form-for-a-customer-with-over-a-million-documents-232

 

I hope this helps!

Hannah

Hannah Barnes
Naveen Boga
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HI @Hannah Barnes,

 

Thanks a lot for the response with the details.

Yes, this info will help us and we do verification by publishing the ValidateSimplify package and web.config changes.

 

Best Regards,

Naveen B

Naveen B
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Hi Naveen, 

Can you confirm the version and build your instance is on? Since the issue occurs on regular basis, you may try identify the root cause as well. Are there any customizations built on SO/SI /AR module ?

Regards,

VijayKumarU
Naveen Boga
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Hi Vijay,

We have a huge number of customers ( Around Five hundred thousand) and when we run this “Validate Customer Balances” processing screen we observed performance issues in the 2019 R1 and 19.106.0020 version.

 

We are upgrading to 2020 R1, we will need to verify the performance of this screen.

 

Naveen B
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Hi Naveen,

Noted, here is one specific fix mentioned on 2019 19.119.0011 build release notes which may be relevant. I am not sure if these changes are part of ‘ValidateSimplifyPackage’. The upgrade to 2020r1 in any case, should take care of all of this.

https://portal.acumatica.com/release-notes/release-notes-for-acumatica-19-119-0011/

AC-166430: Users experienced performance issues if they tried to process all records on the Validate Customer Balances (AR509900) form.
Fix description: Additional indexes were created for the SOOrder, CuryARHistory, ARAdjust, ARHistory, and PMTran tables.

Will be curious to know the results post upgrade to 2020r1.

 

Regards,

 

VijayKumarU
Naveen Boga
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Userlevel 7
Badge +17

Hi Vijay,

 

Thanks a lot for the information. 

Sure,  will share the results once we ran this processing screen in the 2020 R1 instance.

 

 

Best Regards,

Naveen B

Naveen B

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