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How To Sync Customer Profile Start Dates With Account Established Date Or Site Start Date ?

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edited Apr 16, 2023 3:38PM in Receivables & Collections 1 comment

Goal:

How to sync the profile start date with Account Established Date or Site Start Date ?

Scenario:

User imported customers with system date by mistake. System creates the Account, Sites and Site Uses, Account Profile with System date as start date.

User noticed the issue and updated the Account Established Date, Site and Site Use start dates using the same import template.

In this case, the Account Profile start date still has System Date.

Example:

Customers are imported with Account Established Date and Start Date as 01-MAR-2020

Account Profile start Date will be 01-MAR-2020

User updated the Account Established Date, Site and Site Use start date to 01-JAN-2018

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