Credit Used field showing wrong values

  • Jubin Philip

    Jubin Philip - 2013-01-14

    Hi All,

    I believe the Credit Used field in the Customer Tab of Business Partner window shows wrong results.

    From my observations, I find that this field is showing me the sum of my invoice values for this Business Partner irrespective of the payments I have received from him.

    For example :
    I have an invoice for ABC customer whose value is 500.
    So in my credit used it shows 500 and my credit limit i have set to 1000.

    So ideally he still have 500 available as credit.
    Suppose at this time he made a payment to me for the open amount 500…
    This mean he has no outstanding and ideally full credit (1000) is available.

    But if i look into the BP window, the credit used still remains 500 and thus credit available remains 500 (1000-500).

    Isn't this condition wrong?

    Any comments?



  • Vassilis V

    Vassilis V - 2013-01-14

    Hi Philip!

    Did you post the Payments through the accounting processor? You can either wait till the processor does it itself (I think default is every 1 hour) or click on the "Post" button after you completed the payment.


  • Jubin Philip

    Jubin Philip - 2013-01-14

    Hi Vassilis,

    The Payments have been posted. My positing method is Immediate.

    I have also reconciled this payment through Bank Statement.
    Still no effect. :-(



    ADAXA - 2013-01-15

    Hi Philip
    Sounds wrong to me also.
    What happens if you run the process  > Business Partner Rules > Validate Business Partner.


  • Jubin Philip

    Jubin Philip - 2013-01-15

    Hi Steven,

    Hard Luck!! Even after running this process values remain the same :-(
    In fact the process results also remain the same. Credit used is still 500.


  • Mike Mckay

    Mike Mckay - 2013-01-16

    Did you allocate the payment to the invoice?  If not, the invoice remains "unpaid" and the credit number is not affected.


  • Jubin Philip

    Jubin Philip - 2013-01-16

    Thanks Mike for the tip! Yes, when we allocate the payment to the invoice, the credit used does change!


  • Colin Rooney

    Colin Rooney - 2013-01-16

    Looking at the code in MBPartner.setTotalOpenBalance() it seems it should include unallocated payments and if I execute the SQL here it does return values inclusive of unallocated amounts.  There must be an issue that update of the Balance is not always run and indeed there is a flag passed to the get method to flag whether the value should be calculated or take whatever value is currently there… I guess for performance reasons.

    Also, comments in the Payment allocation indicate it forces a recalculate but the same code is used in BP Validate so it's strange one works and the other not.



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