Rebalance Customer Balances

Use this utility to ensure the On Order Balance and Posted Balance fields on the Customers form record are correct. Amounts are converted from the transaction currencies to the customer currency, which is then totaled.

Note:  If you use an external financial system to handle Accounts Receivable (the Use External A/R System field is selected on the External Financial Interface Parameters form), this utility skips the recalculating of the posted balance.
Related topics
Rebalancing Customer Balances
Accounts Receivable Steps
Setting Up Default Tax Codes
Setting Up Tax Systems