Instructions on Running Debtors Integrity check, and X is on OI Debtors Allocation Integrity
Click the OI Debtors Allocation Integrity.
Click the Result Data List radio button.
Highlight each client in the list.
Click the Allocation button.
Open the Advance Allocation screen.
Click Edit > Synchronise.
If there is a problem, a message will be displayed indicating that the system has corrected entries.
Click OK to update the allocations.
Check each allocated entry is correct, as some entries may have become unallocated.
Re-allocate any entries that are incorrect.
Click Edit > Synchronise.
Return to the Integrity check screen.
Select the next client to repeat the process until all issues have been resolved.
If the synchronise does not find any problems, try unallocating all entries and then auto allocate all.
Note: If you want to have the allocation as per how they are being allocated instead of lets system do auto allocate all, please take a screenshot or print out the allocation details before performing the unallocate all to enable you to do the allocation manually to match how the allocations were done previously.