Known issue:
When generating payments in UI, the accounting code field is reverting back to the default accounting code after the customer manually change the code and save the payment. This problem happens if the customer account's default payment method is used.
Issue introduced in release 248:
- Production environment: June 19
- Sandbox environment: June 13
Current status:
The issue has been resolved today, accounting code can be updated successfully now when generating a new payment. If you find any affected payments with incorrect accounting code, please update following below.
How to update the existing affected payments:
1. If there are few payments impacted, you can update it in UI directly. Click Edit Basic Information from payment More dropdown list, update the accounting code and save.
2. If there are a lot of payments, please use the mass updater to update the payment's accounting code.
https://knowledgecenter.zuora.com/CC_Finance/Mass_Updater/
https://knowledgecenter.zuora.com/CC_Finance/Mass_Updater/Update_Accounting_Codes
Workaround (the below workaround is no longer necessary, as the fix has been deployed.):
In payment creation page, switch the payment method to another one then switch it back before changing the accounting code.
Accepted Solutions
To help identify any affected payments, you can use Data Source Exports to confrim your Payments accounting codes:
1. Conduct a Data Source Export with the filters: Source = Manual + Payment created date : set based on environment (Production or Sandbox)
2. Select the following fields:
3. Once exported, filter the “Default Payment Method . Type” = “Payment Method Snapshot . Type”.
If the accounting code of the Payment needs to be updated, you can do this in the UI by clicking "Edit Finance Information " from payment 'More' dropdown list, update the accounting code, and save.
If you would like to update the accounting codes en mass: you can use mass updater accordingly:
https://knowledgecenter.zuora.com/CC_Finance/Mass_Updater/
https://knowledgecenter.zuora.com/CC_Finance/Mass_Updater/Update_Accounting_Codes
To help identify any affected payments, you can use Data Source Exports to confrim your Payments accounting codes:
1. Conduct a Data Source Export with the filters: Source = Manual + Payment created date : set based on environment (Production or Sandbox)
2. Select the following fields:
3. Once exported, filter the “Default Payment Method . Type” = “Payment Method Snapshot . Type”.
If the accounting code of the Payment needs to be updated, you can do this in the UI by clicking "Edit Finance Information " from payment 'More' dropdown list, update the accounting code, and save.
If you would like to update the accounting codes en mass: you can use mass updater accordingly:
https://knowledgecenter.zuora.com/CC_Finance/Mass_Updater/
https://knowledgecenter.zuora.com/CC_Finance/Mass_Updater/Update_Accounting_Codes
