Account Credit Limit Change, History
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The Account Credit Limit History form displays the Original Credit Limit (Opening) as well as any changes that have been made to the Credit Limit during the life of the Account.

Account Credit Limit Change, Overview

The display can be customised to show all historical Credit Limit changes, or only those that have not been Cancelled.

Columns available for display in the grid are:

ColumnDescription
Credit Limit 1System generated notes describing the change to the 1st Credit Limit.
Credit Limit 2System generated notes describing the change to the 2nd Credit Limit.
Credit Limit 3System generated notes describing the change to the 3rd Credit Limit.
CreatedThe date and time the record was created
CreatorThe finPOWER Connect User who created the record.
Credit LimitLists the Credit Limits set for this Account Type.
DateThe effective date of the rate change.
NotesDetails any Notes entered in the Account Default Interest Rate Change wizard.
ReferenceDetails any Reference entered in the Account Default Rate Change wizard.
StatusThe Status of the Account.
UpdatedThe date and time the record was updated
UpdatorThe finPOWER Connect User who updated the record.

Button Strip

IconDefinition
Edit Button
Click to Edit the Default Interest Rate; this will take you to the next page of the wizard.
Cancel Button
Cancel the selected Default Interest Rate change.
Current Only
Omit Cancelled changes. The background of this button will be shaded if it has been selected to only omit Cancelled.
Save Default Button
Save the current column settings as the default for each time this form is opened.