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Mismatch in values Customer Credit Analysis and Customer Analysis

  • June 25, 2026
  • 2 replies
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PRODQ
Superhero (Customer)
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  • PRODQ
  • Superhero (Customer)

Could anyone offer any suggestions as to why the CUPOA and second CR transactions don’t appear to be included in the Customer Analysis ageing?  

I’ve tried re-calculating Credit Analysis but it didn’t make any difference.   

Any suggestions gratefully received!

 

Thanks

Linda

24.1.16

Best answer by ChrisD

Hi Linda,

Would you be able to check the “Aging Bucket” tab of the Credit Management Basic Data screen please?

The below is how it is set in one of our environments - and I believe this is the standard out-the-box set-up:

 

You’ll see that the last bucket in the above is showing anything where the Due Date is exceeded by between 91 and 360 days. If yours are set up the same, then this would explain the mismatch - the two oldest rows in your Customer Analysis screenshot seem to be from 2023 and 2024, so are more than 360 days past their Due Date.

If this is the case, then increasing the “End Day” value on your Bucket 6 (and then re-doing the Calculate Credit Info) should resolve it.

Thanks,
Chris

Linda

2 replies

C
Hero (Partner)
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  • ChrisD
  • Hero (Partner)
  • Answer
  • June 25, 2026

Hi Linda,

Would you be able to check the “Aging Bucket” tab of the Credit Management Basic Data screen please?

The below is how it is set in one of our environments - and I believe this is the standard out-the-box set-up:

 

You’ll see that the last bucket in the above is showing anything where the Due Date is exceeded by between 91 and 360 days. If yours are set up the same, then this would explain the mismatch - the two oldest rows in your Customer Analysis screenshot seem to be from 2023 and 2024, so are more than 360 days past their Due Date.

If this is the case, then increasing the “End Day” value on your Bucket 6 (and then re-doing the Calculate Credit Info) should resolve it.

Thanks,
Chris

    PRODQ
    Superhero (Customer)
    Forum|alt.badge.img+18
    • PRODQ
    • Author
    • Superhero (Customer)
    • June 25, 2026

    Hi Linda,

    Would you be able to check the “Aging Bucket” tab of the Credit Management Basic Data screen please?

    The below is how it is set in one of our environments - and I believe this is the standard out-the-box set-up:

     

    You’ll see that the last bucket in the above is showing anything where the Due Date is exceeded by between 91 and 360 days. If yours are set up the same, then this would explain the mismatch - the two oldest rows in your Customer Analysis screenshot seem to be from 2023 and 2024, so are more than 360 days past their Due Date.

    If this is the case, then increasing the “End Day” value on your Bucket 6 (and then re-doing the Calculate Credit Info) should resolve it.

    Thanks,
    Chris

    Perfect!  Thank you.

     

    LInda

     

    Linda
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