Credit Change History Inquiry

Exit

Click this button to close the Credit Change History Inquiry window.

Show Data

Click this button to display data for the selected credit customer, group, or division.

Credit Change History for

Select whether to display credit change history for a credit customer, credit group, or credit division.

Credit Customer Code/Credit Group ID/Credit Division ID

Enter a credit customer code, credit group ID, or credit division ID for which to display credit change history, or click the Lookup button to select a credit customer code, credit group ID, or credit division ID.

Credit Customer Name/Credit Group Name/Credit Division Name

Enter a credit customer name, credit group name, or credit division name for which to display credit change history, or click the Lookup button to select a credit customer code, credit group name, or credit division name.

All Customer Codes

Select this check box to display credit change history for all customers. This check box is selected by default, and is only enabled if you select the Credit Customer radio button. Payment terms changes can be made at the customer level as well as the credit customer level.

Customer Code

Enter a customer code for which to display credit change history, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customer Codes check box. Payment terms changes can be made at the customer level as well as the credit customer level.

Customer Name

Enter a customer name for which to display credit change history, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customer Codes check box. Payment terms changes can be made at the customer level as well as the credit customer level.

All Effective Dates

Select this check box to display credit change history for all effective dates. This check box is selected by default.

From

Enter the first effective date in a range of effective dates for which to display credit change history, or click the drop-down arrow to select an effective date. This field is only enabled if you clear the All Effective Dates check box.

To

Enter the last effective date in a range of effective dates for which to display credit change history, or click the drop-down arrow to select an effective date. This field is only enabled if you clear the All Effective Dates check box.

All (Credit Change Type)

Select this check box to display credit change history for all credit rule change types. This check box is selected by default.

Min Cr. Score

Select this check box to display credit change history for all minimum credit score rules. This check box is only enabled if you clear the All check box.

Act Cr. Score

Select this check box to display credit change history for all actual credit score rules. This check box is only enabled if you clear the All check box.

Cr. Insurance

Select this check box to display credit change history for all credit insurance amount rules. This check box is only enabled if you clear the All check box.

Credit Limit

Select this check box to display credit change history for all credit limit amount rules. This check box is only enabled if you clear the All check box.

Overage

Select this check box to display credit change history for all credit limit overage percentage rules. This check box is only enabled if you clear the All check box.

Terms

Select this check box to display credit change history for all default payment terms rules. This check box is only enabled if you clear the All check box.

CM Terms

Select this check box to display credit change history for all credit memo payment rules. This check box is only enabled if you clear the All check box.

All (Source)

Select this check box to display credit change history for all sources. This check box is selected by default.

Note When a credit customer code is selected, if you select this check box, then you can also view changes made to the credit customer’s related credit group and credit division.

Override

Select this check box to display credit change history for changes made in Customer Credit Rule Maintenance, if there was a manual override of the default group or division credit rule. This check box is only enabled if you clear the All check box.

Credit Group

Select this check box to display credit change history for changes made to a credit group in Group Credit Rule Maintenance. This check box is only enabled if you clear the All check box.

Credit Division

Select this check box to display credit change history for changes made to a credit division in Group Credit Rule Maintenance. This check box is only enabled if you clear the All check box.

Results

This grid displays credit change history information for the selected credit customer, group, or division. This grid includes the following columns:

• Customer Code - This column displays the customer code.

• Customer Name - This column displays the customer name.

• Type - This column displays the key credit rule that was changed.

• Value - This column displays the value of the key credit rule that was changed.

• Effective Date - This column displays the effective date for each change.

• Source - This column displays the source of each change.

• Created By - This column displays the user ID of the person that created the change.

• Created Date - This column displays the date the change was created.

• Updated Time - This column displays the time the change was created or subsequently updated.

• Updated Date - This column displays the date the change was created or subsequently updated.

• Updated - The check box in this column is selected if the credit rule was updated.