Information in case folder not getting updated-OCM

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sumit1152
Posts: 13
Joined: Mon Feb 18, 2013 12:32 pm
Location: India

Information in case folder not getting updated-OCM

Post by sumit1152 »

Hi,

When my SO goes on credit hold, a credit application and a case folder is created in OCM. Fields like Receivables Balance, Credit Exposure, Days Sales Outstanding etc. in the case folder are not getting updated even after refreshing the case folder. It means that the information from the 'Receivables Responsibility is not getting updated in the case folder.

I have already run the 'Initialize credit Summaries' concurrent program.

PS: The case folder gets updated only when I set the Profile Option: "AR: Allow summary table refresh" to Yes and then running the "Refresh AR Transactions Summary Tables" concurrent program. But once this program runs the Profile Option again becomes 'No' (Which is a Standard functionality).

I want that everytime a sales order goes on hold and a case folder is created, it should show the updated information and I need not to run "Refresh AR Transactions Summary Tables" manually.
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