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Procedure to run Recalcuate Customer Balances

  • 22 June 2022
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We have been live for eighteen months.  We have never run the “Recalculate Customer Balances”. 

What is the procedure to run the recalculate customer balances? Does this need to be done for each month? Should we start with the oldest month run to current month?

 

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Best answer by laura01 22 June 2022, 14:27

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Hello @dougmcbride79 ,

Why do you want to recalculate customer balances?  Do you see customer balances that do not foot, or do not match the Aging reports? If you see mismatched numbers on screens or reports, maybe it will help to recalculate.

We do not need to recalculate on any regular basis.  I have used the process only a few times in my years of implementing Acumatica. After migrating (importing) historical transactions, with migration mode, etc. the customer balances could be a little off, and in those cases we can recalculate as follows:

  1. Open the Process “Recalculate Customer Balances.”
  2. Select one or more customers
  3. Select period to recalculate
  4. Click Process. 

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