RE: Balance / Opening Balance


We are looking to update the balance field o n a customer, does anyone know which field we use to do this, we are using an integrator.  we have tried to right to the field but it fails

Yoggy42 Beginner Asked on September 27, 2022 in Accounting.
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1 Answers

Check out “Create Opening Balance for Existing Customers” SuiteAnswers ID 33660 and “New Account > Create Customer > Opening Balance Account field” SuiteAnswer ID 85075. As stated in the former article, once you save the customer record, the Opening Balance field is no longer accessible for edits (i.e. it’s only accessible on a Create action, so you can’t update existing customers). To subsequently update the balance you need to enter a transaction that affects that customer (e.g. invoice, credit memo, JE with that customer in the name field on the line affecting the receivables account)

Intermediate Answered on October 3, 2022.
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