92 Overview to Technical Processes

This chapter contains the topic:

92.1 Overview

Periodically, you may need to update customer information or purge A/R information to create more disk space. To do so, complete the following:

  • Update A/R from the address book,

  • Work with YTD invoice amounts,

  • Update balance forward records,

  • Convert Customer Master currencies,

  • Update Customer Master information,

  • Update Customer Company/BU records,

  • Purge A/R information,

  • Work with Automatic Debits.