Customer Posted Balance

Select this field if you are using an external software program to calculate the posted balance for a customer. SyteLine requires the posted balance when performing a credit check; it compares (On Order Balance + Posted Balance) against Credit Limit.

Select this field, specify a customer range and then click Process to submit a request for current posted balance to an external financial application. The request is processed as a background task that builds an XML Invoke method request, which is then sent using non-transactional replication to the external financial system. The external financial system should then return an XML UpdateCollection request that updates the posted balance field in SyteLine.

Whenever a credit check occurs in SyteLine, it will use the most recent posted balance that it has received from the external system.

The XML Invoke request document name is ExtFinRequestCustomerPostedBalance.xml.

The SyteLine customer.posted_bal field is updated.

Alternately, you can set up the posted balance to be requested at the time of the credit check (that is, synchronously). Set this up using the Use External Customer Posted Balance field on the External Financial Interface Parameters form.