A customer statement can report that its evidence changed. Use Refresh statement before continuing the review. The warning means the current source no longer matches the result you had open, so a new read is needed.
Keep the same company, customer and statement date while refreshing if your question has not changed. Compare the updated activity with the source document or payment you were investigating. If the date also changes, record that difference in your review notes.
Do not combine a total copied before the refresh with lines loaded afterward and present them as one consistent result. Retain the complete refreshed view or clearly distinguish the two source states when explaining a change.
A statement refresh does not issue an invoice, apply a credit or record a payment. It reads the current evidence. If an underlying record is wrong, correct it in the appropriate workflow with the required permission, then refresh again to verify the effect on the customer's dated activity.
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