A customer needs to be activated online to ensure their debtor transactions and sales orders are integrated.
Step-by-step guide
The Commerce Vision Integration client does not by default integrate data for all customers as this can sometimes cause unnecessary data integration. A customer must be at a status of Active to have their data (statement data and orders) integrated.
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It is possible to have a setting the will automatically activate all customers. This should be used with caution as it will cause a large amount of data to be integrated. Please consult with Commerce Vision regarding turning this option on. |
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