Customer Revisions

Use the Customer Revisions report to create a report tracking New Customer Accounts or Credit Limit Changes for the dates selected.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers.

Grant permission to the individual report > Customers > Customer Revisions.

Choose a Report Type of

New Customers Added- All new Customer Accounts added
Credit Limit Changes- Track any changes to Customer Credit Limits
Customer Changes- View changes to a Customer Name and Tax Identification numbers.

Select a sort order using the Order By drop down list.

Customer Name- Sorts by alphabetical order.
Date- Sorts by the Date the customer was added or when the Credit Limit was changed.
User- Sorts by alpha-numeric order by the User ID
Change Amount (Incr)- Change amount increase, available only for the Credit Limit Changes report.
Change Amount (Decr)- Change amount decrease, available only for the Credit Limit Changes report.

Use the Date Selectionsection to enter a date range for the report.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.

View sample reports here.

Fields included in all reports

Customer ID- The Customer ID assigned.

Customer Name- The name on the Customer Account.

User- Operator ID of who entered the revision

Added- Date and Time the account was added

Credit Limit- Any credit limit associated with the new account.

Specific to a Credit limit changes report

Old Credit Limit- The most recent credit limit.

New Credit Limit- The new credit limit on the account.

Altered- Date and time the credit limit was changed.

Includes the Ship To ID

Date of the revision

the Field Name of what was changed

The Old Value which may be blank if the account is new.

New Value indicates the information currently on the report.