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CRM Sites are not syncing to Receivables customer sites

edited Sep 23, 2024 1:43PM in Sales 9 comments

Scenario Explanation:

When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables - after the "Synchronize Financials Accounts and Contacts with CX Sales" job is run.

However, the account sites (PartySite) are not being created, which results in discrepancies in the site information. This discrepancy causes issues when selecting site information during the order creation process.

We need clarification on whether there is a standard procedure for syncing site information between CRM and Financials.

It's important to note that both the party sites, account sites created CRM and Financials are available in the CDM.

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