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Question

Customer 360 View: old Analysis Date, how to update?

  • Apr 25, 2022 11:34 AM UTC
  • 4 replies
  • 158 views
Do Gooder (Partner)
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Dear all,

The field Analysis Date is showing an old date in Customer 360 View. The picture below is from today (25/4) but the field Analysis Date shows 19/4.

I guess it's possible to run a new analyse (until today) but if so where can that be found?

 

    4 replies

    Do Gooder (Employee)
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    • ChristianJ
    • Do Gooder (Employee)
    • Apr 25, 2022 12:28 PM UTC

    Hi,

    The Analysis Date normally corresponds to the last time a "Calculate Customer Credit Information" has been performed for this customer.

    Best regards,
    /Christian

      Do Gooder (Partner)
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      • eqmartib
      • Author
      • Do Gooder (Partner)
      • Apr 29, 2022 1:11 PM UTC

      Hi Christian,

      Unfortunately this "Calculate Customer Credit Information" has no effect on this date. There must be another trigger which is related to this date?

      regards,

      Martin

      Do Gooder (Employee)
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      • ChristianJ
      • Do Gooder (Employee)
      • May 2, 2022 5:37 PM UTC

      Hi @eqmartib ,

      You can maybe check if a record exists for your company in the "Credit Info" tab of your customer.
      If not, the "Calculate Customer Credit Information" batch will not consider your customer/company.

      Best regards,
      Christian

      Do Gooder (Partner)
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      • eqmartib
      • Author
      • Do Gooder (Partner)
      • May 4, 2022 2:33 PM UTC

      After reconsidering the info on the Credit info tab on Customer the batch "Calculate Customer Credit Information" ran successfully.

      Thanks for helping me with this topic!

      regards,

      Martin

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