How To Sync Customer Profile Start Dates With Account Established Date Or Site Start Date (Doc ID 2648367.1)

Last updated on NOVEMBER 27, 2023

Applies to:

Goal

How to sync the profile start date with Account Established Date or Site Start Date ?

Scenario:
User imported customers with system date by mistake. System creates the Account, Sites and Site Uses, Account Profile with System date as start date.
User noticed the issue and updated the Account Established Date, Site and Site Use start dates using the same import template.
In this case, the Account Profile start date still has System Date.

Example:
Customers are imported with Account Established Date and Start Date as 01-MAR-2020
Account Profile start Date will be 01-MAR-2020

User updated the Account Established Date, Site and Site Use start date to 01-JAN-2018
Account Profile Start Date will still be 01-MAR-2020

In this case, users will be able to create transactions or receipts only with transaction date on or after 01-MAR-2020 which is incorrect as the customer is active from 01-JAN-2018

Solution

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