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Customers: Unreleased Balance and Open Orders Balance

  • January 11, 2023
  • 2 replies
  • 284 views
D

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

 

    2 replies

    Manikanta Dhulipudi
    Captain II
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    hI @dyosanjang 

    Please refer below suggestions from my end

     

    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    S
    Acumatica Employee
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    • SankaPeiris07
    • Acumatica Employee
    • 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 ?

    Chris Hackett
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