Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Recalculate Invoice Balances - Screen Overview

Recalculate Invoice Balances

Screen Code: arinvbal

This screen allows you to run a process to calculate the invoice balance by using two methods:

  1. For a specific general ledger account number OR
  2. By account status, bill cycle number, and route number.

Note: If you choose to run method two, prior to recalculating invoice balances, this process will zero all invoice balances for all accounts. It may take longer to run this process depending on the volume of data. Please refer to the warning message as displayed at the bottom of the page.

Navigation Tips: Accounts Receivable >> Miscellaneous Processes >> Recalculate Invoice Balances.

mceclip0.png

Method 1


Field


Description


Account number


Customer account number (e.g 100-0001200-001)


Field


Description


Cycle number


Bill cycle number (1, 2, or 5)


Route Number


First 3 digits of the account number (For example, 100)

Method 2


Field


Description


Account status to recalculate


Account Status (For example, All Accounts, Inactive Accounts, Active and Refund, or Active Only)


Cycle number


Bill cycle number (1, 2, or 5)
Leave blank to include all the Bill cycle numbers


Route Number


First 3 digits of the account number (For example, 100)
Leave blank to include all the route numbers

Version 1

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.