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This page allows you to view the history of the credit status of the customer based on his credit rating. You can retrieve the details by carrying out the search using the business unit, the code identifying the customer and the range of dates during which the credit status has been modified. The system retrieves the credit status details based on the search criteria.
Select the “Credit Status History” link at the bottom of the “View Credit Status” page.
The “View Credit Status History” page appears.
Enter the following fields:
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BU |
Use the drop-down list box to select the business unit. The system displays “All” by default on launch of the page. |
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Customer Code |
The code identifying the customer (Alphanumeric, 32). Mandatory. The customer must have been defined in the “Create Customer” activity of the “Customer” business component and must be in “Active” status. |
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Help facility available. |
The system displays the following field:
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Customer Name |
The name of the customer. |
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Zoom facility available. |
Enter the following fields:
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Date From |
The starting date in the range of dates in which you want to view the credit status details (Date Format). The system retrieves details of the credit check runs later than and including the date specified here. |
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To |
The ending date in the range of dates till which the details are to be retrieved (Date Format). The system retrieves the credit checks that are done earlier than and including the date specified here. |
Click the “Get” pushbutton to retrieve the credit status details.
The system displays the following fields in the “Credit Status” multiline:
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Credit Check Date |
The date on which the credit check was run for the customer. |
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Credit Rating |
The credit rating of the customer. |
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Credit Check Level |
The level of the credit check performed for the customer. The credit check level could be “Customer” or “Up the Hierarchy” or “Total Hierarchy”. |
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Shipping Status |
The credit status with respect to the shipping transaction |
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Picking Status |
The credit status with respect to the picking / issue transaction. |
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Ordering Status |
The credit status with respect to the sale order transaction |
To proceed, carry out the following
Select the “Modification History” link at the bottom of the page to view the modification history of the credit status.
