Rebalancing Customer Balances

When you click Rebalance Customers, the system:

Sets the On Order and Posted Balance fields for each selected customer to zero.
Adds the total price (quantity ordered * price) of each ordered line/release into the On Order Balance field.
Note: The system includes these customer orders:
- Customer orders with a header status of Ordered.
- Customer orders with a header status of Stopped.
- Customer orders with a header status of Filled and the quantity ordered is greater than the quantity shipped or quantity invoiced.
- Customer order lines with a status of Ordered or Filled are included.
Adds the total of all open items into the Posted Balance field.
Displays a message indicating the process is complete.
Displays a list of all customers with balances over their credit limits. This list includes the customer number, name, on order balance, posted balance, and credit limit.

NOTE: Balances for corporate customers in the specified range also account for all of the corporate customer's "child" customers - even if the child customer numbers are not in the specified range. This is necessary to provide accurate balances for the corporate customer.