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Question

Customer 360 not showing credit info

  • September 2, 2022
  • 2 replies
  • 79 views

mfrejik
Sidekick (Customer)
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We just recently added a new company and site to Apps 10. This new company is not showing credit info on the customer 360 screen. The older companies and sites are showing data. Is there something that I need to do in order to make the new company work correctly?

 

Thanks in advance,

Mike

 

 

2 replies

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  • Superhero (Customer)
  • September 2, 2022

Have you updated every customer on the Credit Info tab to have the new company added to their structure?

 

 

 

If you haven’t done that (wouldn’t expect that you would have without a migration job), the customer account doesn’t know the new company exists.


cperdue
Hero (Partner)
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  • Hero (Partner)
  • September 6, 2022

Be certain you have run this routine.  Ideally, it is a scheduled task.