In Manitou on a customer, sometimes the A/R Company is not displaying but the A/R Number does. When this issue happens, the following steps will need to be taken to fix the issue. These document steps are more for internal use as opposed to customer facing.
Overview
These steps are for a customer that is using the RISK or MantiouNEO Integration (Integration_id 8). When a customer advises they have an Account with a link in Manitou but not in Sedona and they removed the link in Manitou and then linked it from Sedona. However, the link did not show completely in Manitou, the AR Company field did not populate. This issue usually means the DefaultAccountingCompany in CS_TP_Setup table in SedonaOffice is blank.
Steps:
- In the Manitou Customer, if the Customer Tab shows the A/R Company blank and the A/R Number with data continue to the following steps to correct
- On the SedonaOffice server, log into SSMS – Open the current SedonaOffice Database – Run the following script
SELECT * from CS_TP_Setup
- Look for Integrationid = 8 and find DefaultAccountingCompany field – if blank will need to run the update script to fix
- Run the following update script
UPDATE CS_TP_Setup
SET DefaultAccountingCompany = 'MANSONEO'
[This will be the customers Accounting Company Database Name]
WHERE Id = 1
[This will be the Id that goes with the Integrationid 8]
- After update should now be able to unlink and relink the account and have all information showing on the Manitou Customer
