Account Credit Limit History
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Account Credit Limit History

The Credit Limit History form shows all changes to any of the Credit Limits that have been recorded for the selected Account. The display can be customised to show all historical Credit Limit changes, or to only show those which have not bee Cancelled.

ColumnDescription
Status

Displays the status of the Credit Limit. Valid Statuses are:

  • Complete - The Credit Limit change has been made.
  • Cancelled - The Credit Limit change is no longer required and will not be made.
DateThe effective date of the Credit Limit change.
ReferenceDisplays the reference as entered in the Credit Limit Change wizard.
Credit LimitSystem generated notes describing the change to the first Credit Limit.
Credit Limit 2System generated notes describing the change to the second Credit Limit.
Credit Limit 3System generated notes describing the change to the third Credit Limit.
NotesDisplays the notes to be shown in the Comments column of the Account Statement.
CreatedDisplays the date the Credit Limit was actually changed in finPOWER Connect.
CreatorDisplays the finPOWER Connect User who changed the Credit Limit.
UpdatedDisplays the date the Credit Limit was updated, if it has been.
UpdaterDisplays the finPOWER Connect User who updated the Credit Limit, if it has been.

Button Strip

IconDefinition
Edit Button
Edit a Credit Limit.
Cancel Button
Cancel the selected Credit Limit 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 columns settings as the default for each time this form is opened.