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Customers: Unreleased Balance and Open Orders Balance


Dear Sir/Ma’am,

Good day.

I’m a newbie in Acumatica. Can someone help me where can I find the value of Unreleased Balance and Open Orders Balance in customers, so I can balance my Remaining Credit Limit in Acumatica vs. my manual file. 

Please see below the sample figure. Thank you.

 

Best answer by Manikanta Dhulipudi

hI @dyosanjang 

Please refer below suggestions from my end

 

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Manikanta Dhulipudi
Captain II
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hI @dyosanjang 

Please refer below suggestions from my end

 


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  • Acumatica Employee
  • 40 replies
  • December 17, 2024

Have the user tried recalculate customer balances screen for this customer selecting all 3 RECALCULATE options, including unreleased documents ?  Does it still results the same ?


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