Credit checking audit history

Audit history lines are created every time a sales order line fails Credit Limit Checking (CLC) and/or Overdue Invoice Checking (OIC). If a line fails both these checks, two lines are created in the audit history - one for each, and marked as required.

If a sales order line is amended, and credit checking is reapplied and fails, extra lines are created in the audit history.

If a customer is marked as Credit Blocked, no credit checking is performed but the customer is blocked. This is also recorded in the audit history.

When a line is Credit Approved using one of the Control Desk programs, this is also added to the audit history.

Select Sales Order Inquiry (SOQ) from SunSystems to display the Control Desk Filter Selection form and complete this with the following information:

1. Filter Type - SMCDCRHIST. This is a sample filter only and can be changed using Filter Designer.
2. Filter Name - Credit Check History. This is a sample form only and can be changed using Form Designer.
3. Form Name - CRHIST
4. Program Names - Delete Credit Check History. This program deletes all credit checking audit history lines fed into it.