What Happens During Rebalancing
This topic describes the steps involved in rebalancing.
On the Rebalance Customer Balances form, when you click , the system performs these steps:
- Sets the On Order and Posted Balance fields for each selected customer to zero.
- Adds the total price (quantity ordered * price) of each ordered line/release into the
On Order Balance field. Note: Only orders with a header status of "Ordered" or "Stopped" are included.
- Adds the total of all open items into the Posted Balance field.
- Shows a message indicating the process is complete.
- Shows a list of all customers with balances over their credit limits. This list
includes the customer number, name, on order balance, posted balance, and credit limit.
Note: Balances for corporate customers in the specified range also account for all of the corporate customer's "child" customers, even if the child customer numbers are not in the specified range. This is necessary to provide accurate balances for the corporate customer.