I am trying to start using National Accounts in Epicor. There is a recalc customer credit program and mass credit update program that you can run in Epicor to fix up any credit and also remove people off hold…
I am trying to ensure that when using national accounts, these two programs work the same way with national account credit- whether that is a parent’s credit amount or a pool of credit.
Based on preliminary findings I am worried these programs won’t work with National Account shared credit… I sense I am going to have to fire the 'National Account Credit Recalculation" which seems to be locked down to customer maintenance and national account relationship maintenance AND potentially requires you to run it with a customer ID and Name parameter… in other words, one customer account at a time.
In short, does anyone know how to purposely throw off a customer credit amount in Epicor short of SQL UPDATE query? It seems my users can do it every day/week unbeknownst to them, I just don’t know how they are doing it.
To be clear, I mean they are just using the system as designed. Sometimes it messes up,
sometimes it does not. (At least as far as I can tell.) Very frustrating.
@utaylor I’ve long suspected that including orders in credit limits was causing most the issues i’ve seen with credit totals being off. That and some weird CM processes in AR.
the national accounts thing is weird, I think i’ve seen a ubaq with a custom bpm do the trick here, sorry I dont have the code for you.
as for anyone else reading this, I’ve scheduled the recalculate customer credit to run on a schedule, it’s slow to run.
I agree, it’s so slow to run, but it does the trick. I have it running in a process set where it runs first and then mass credit info update runs…
Well I didn’t want to hear the ol’ customization needed line, but there it is Bryan… I already was thinking all last night about how to do it. My frustration is I would also need to mimic the re-calc functionality using global pools/parent sharing. It’s just way more involved than I want it to be.
We made a dashboard that shows the customers which need to be recalculated, and then filter the recalc to just those, and run it on demand. Runs much quicker, but it’s still manual. I’ve thought about running it wide-open overnight, but we’ve got 1.4M customers in the db.
Maybe it’ll highlight some accounts that you can test with, after the fact.
Here’s the BAQ for it, which shows customers that have a negative # of orders or invoices in the GlbCustCred table:
The GlbCustCred table probably is off. The secret key we found was when it showed a negative number of orders or invoices. No idea how it gets corrupted (Bryan’s ideas might get you somewhere), but it’s common enough that Epicor has a process to fix it.
We run the Recalculate Customer Credit app monthly. Credit department will filter the customers using a dashboard that shows a negative number of orders or invoices. Don’t run it wide-open, it’ll take forever if you have as many customers as we do.
lol, hear ya.
and picked out the good parts I’m told.
