What happened
What this says
As at Fri 9 Oct 2026Neil 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.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryconnector_sync
Channelweb
First response (min)90
CSAT5
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Trail
- created · Neil Craven 29 Jul 2026 16:09Hi, 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
- Public reply · Bethan Lister 29 Jul 2026 17:39Hi 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
- Public reply · Neil Craven 30 Jul 2026 16:27Bethan, 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
- Status change · 4 Aug 2026 23:59
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