Why Credit Memos are not displayed in Collections Dashboard > Transaction tab?
Summary:
Why Credit Memos are not displayed in Collections Dashboard > Transaction tab?
Content (please ensure you mask any confidential information):
Hi,
We have created a number of credit memos for delinquent customers to adjust their outstanding balances. The credit memos can be seen in Receivables "Review customer balances" but can't be found in Collections.
We have run the below scheduled processes in exact order to ensure everything has been tranferred to Collections successfully.
- Refresh Receivables Transactions for Customer Account Summaries
- Collections Delinquency Management
- Collections Scoring and Strategy Assignment
- Update Collections Summary Data
Also, the "Include credit memo" option is enabled in dunning configuration.
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