Issue/Symptom/Question

After converting to PENTA from another system, progress billings and open AR invoices were loaded into PENTA via the initial load process. When PENTA calculated a lump sum billing for the first time, the prior billings seem to be getting billed again, thus causing the invoice to be wrong.

Applies To

PENTA for Windows

Initial Load

PENTA Automated Billing Process

Lump Sum Billing

Resolution/Fix/Answer

The customer Id on the job was updated, after the progress billings/open AR was loaded, the new billing did not recognize the prior billings since the job's customer has been updated.