This activity is used to generate and analyze customer open balance histories.
To analyze customer open balance histories until a specified date:
Note: If you do not generate open balances when you perform this activity, you can view open balances until the latest date displayed in the Customer Open Balance History page for the customer open balance history category. You can also schedule open balances to be generated automatically at selected time intervals in the Create New Task Schedule page.
In order to perform this activity, the required customer open balance history categories should be defined in the system.
As a result of this activity, open balance history records will be generated for all the customers of all the companies connected to the selected open balance history category. These records will be differentiated based on a time stamp.