Workflow issues

  • 3 October 2023
  • 7 replies

Userlevel 2

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?




Best answer by Laura02 3 October 2023, 20:21

View original

7 replies

Userlevel 7
Badge +19

@williamq178  Have you checked the INVOICE status related to those payments?

Badge +18

hello @williamq178 ,

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.



Userlevel 2

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?



Badge +18


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:


Userlevel 2

It is applied to an invoice. The invoice shows balance of 0.00 and the payment shows balance 806.54. 

Badge +18


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.


Userlevel 2

Hello All,

The problem was fixed using the Recalculate Customer Balances. Thank you!!!


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved