- Application Number Issues
- If the system suggests an incorrect application number, check for missing applications.
- Ensure all prior applications were properly finalized.
- Contact support if numbering is incorrect.
- Calculation Discrepancies
- Verify install item scheduled values are correct.
- Check that retainage percentage is set correctly.
- Review prior applications for accuracy.
- Ensure tax settings are correct for taxable items.
- Invoice Generation Problems
- Verify the customer is set up correctly in AR.
- Check that install items have proper GL account mappings.
- Ensure AR posting is not blocked by period locks.