[jamesc323]

Will upgrading to V8 provide any benefits in the customer recalculation process when accounts receivable are entering payments into past period (on the first business day of the new month)? Currently the customer's account period balances will be recalculated twice, once when AP enters the payment into the past period and then when sales enter a new sales order into the current period.

Thank you.

[COBS Tech Support]

This depends on the transactions involved but there would not be any difference between Series 7 and V8. When a period is aged, the ageing process for the month should be relatively rapid. However, if users are regularly forward dating transactions the system may not be able to age the account by simply shifting the balances down by one period. In that case, the account may need to be recalculated on the fly.

A possible problem with ageing being triggered unnecessarily is if different computers on the network are not syncing their clocks automatically on the internet or are crossing time zones. Or if users are not logging out at the end of the day.

For example, if user A does not log off his system at the end of the month and the following day at the start of the new month, he 'touches' transactions under various accounts, the system may be forced to repeatedly recalculate the account's balance because some users are logged into the 'past' and others into the current time.

However, that should not be a problem under Corporate Edition which every hour resynchronises its time with the database server clock time. On other editions, there is no central server clock so a sync process such as this is not possible...

If an issue was arising where at the beginning of the month a lot of recalcing of accounts was occurring, particularly on larger accounts, then a possible solution would be to run an automated process using Server Agent to 'age' the accounts early in the morning at the beginning of each month.