B-Viz
Bethan Lister

Trade credit figures out of step with sales for a housebuilder account

Ticketclosed

Strensall Merchants logo Strensall Merchants · Trade credit figures out of step with sales for a housebuilder account

Neil Craven reported the credit view for a housebuilder account was behind sales figures. Bethan Lister asked for the account number and a screenshot, and left the connector unchanged while checking.

Priority normal

What happened

What this says

As at Fri 9 Oct 2026

Neil Craven reported the credit view for a housebuilder account was behind sales figures. Bethan Lister asked for the account number and a screenshot, and left the connector unchanged while checking.

Problem: Sales showed a new delivery on the housebuilder account, but the credit position was on the old figure. Handling: Bethan asked for the account number, the branch and a timed screenshot, and said she would check the credit feed's last load. First response took 90 minutes. Watch: Neil said the credit feed was fine but could not prove it, and the account matters a lot to the team.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryconnector_sync
Channelweb
First response (min)90
CSAT5
Helpdeskmade from

Trail

  1. Neil Craven
    created · Neil Craven 29 Jul 2026 16:09
    Hi, I need someone to look at why a big housebuilder account is showing different trade credit figures in the credit view from the figures sales can see. The orders and deliveries look right in the sales view, but the credit position is behind, and it isn't clear to me which one is correct. The credit side says its figures are current, so I'm not sure whether the connector has stopped loading or whether it's a data issue. This account matters a lot to us, and the team needs both views to agree before the next delivery run. Can you tell me what you need from me? The account number is in the email I sent earlier. Cheers, Neil
  2. Bethan Lister
    Public reply · Bethan Lister 29 Jul 2026 17:39
    Hi Neil, just so I've got this right, the sales view and the credit view are showing different figures for the same housebuilder account, and the credit view has fallen behind? Two things would help. First, the account number you mentioned in your email, and the branch it's mainly served from. Second, a screenshot of the credit figure in both views, with the time you took it. I'll pick this up from the connector side and check when the credit feed last loaded this account. I'll leave the connector as it is in the meantime. Thanks, Bethan
  3. Neil Craven
    Public reply · Neil Craven 30 Jul 2026 16:27
    Bethan, cheers for getting on to this. The account number is in my email and the branch is the main one serving it in the north. I'd have said the credit feed was fine, but I can't prove it. Screenshot attached from this morning. Sales are seeing the new delivery, credit is still on the old position. Let's sort it, not talk about it. Cheers, Neil
  4. Bethan Lister
    Status change · Bethan Lister 31 Jul 2026 15:28
  5. Status change · 4 Aug 2026 23:59
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