Amounts in CM Main Window Are Incorrect

A large portion of the values in the Collections Management Main window, including the bucket amounts and document aging are pulled from and performed in Dynamics GP.  The values displayed in the aging buckets with Amount selected are pulled directly from a default GP table (RM00103).  Collections Management doesn’t update the values within the RM00103 table.  The values can be seen within the Customer Payment Summary Inquiry window (Sales > Inquiry > Payment Summary).

If the values in the aging buckets don’t match what you would expect, they can be updated by running the receivables reconcile utility (Sales > Utilities > Reconcile) and aging routine (Sales > Routines > Aging).  Both utilities should be run to make sure the aging amounts are correct.  Then, verify whether the display issue has been corrected.

If the values match between the windows with an incorrect amount after running the utilities, you will have to contact Microsoft for assistance with updating the values displaying in the payment summary inquiry window.  Once the values in the payment summary window are correct, the values in the CM Main window should also display correctly.  If the values don’t match between windows after running the utilities, save screenshots of the windows and include them when creating a new support case.

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