We have an Issue with a workflow, when the payment gets posted is supposed to change the status to closed, but it stays as open. Has anyone had this issue before? Or those anyone knows where to check to get this corrected?
Thanks!
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Workflow issues
Best answer by Laura03
Hello,
Please try recalculating the customer balance for periods 09-10 of 2023 using Recalculate Customer Balances screen. If Recalculate doesn’t solve the problem, please open a ticket with Acumatica support.
Thank you.
Laura
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+20hello
In addition to what Naveen said, Balance on the Payment determines whether the Payment is Open or Closed. Balance on the Invoice determines whether the Invoice is Open or Closed.
Laura
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Thank you for the quick responses. The payment shows Available Balance other than 0.00. Should that be 0.00 for it to mark is as close?
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+20Hi,
It looks like the above payment was not applied, not matched to its related invoice. Please try applying the Payment to an invoice in Payments and Applications screen of Receivables module:
Laura
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It is applied to an invoice. The invoice shows balance of 0.00 and the payment shows balance 806.54.
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+20Hello,
Please try recalculating the customer balance for periods 09-10 of 2023 using Recalculate Customer Balances screen. If Recalculate doesn’t solve the problem, please open a ticket with Acumatica support.
Thank you.
Laura
Translate
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