What happens when the summary tables are updated?

After you confirm a run of the Process Receivables Transactions for Customer Account Summaries process to successfully update and refresh the AR_TRX_BALANCES_SUMMARY and AR_TRX_SUMMARY tables, you can refresh your case folders.

Open any applicable case folder and select Refresh Data from the Actions menu. If the case folder uses a scoring model, then the credit score and available credit are recalculated.