Viewing Credit Allocation History

Procedure

To view credit allocation history:

  1. Select the customer. How?

  2. From the Customer Information tab, select Credit Line.
    The Credit Line screen appears. Approved, effective credit lines are displayed with blue text. Expired credit lines are displayed with red text.

  3. Select the check box in the row for the approved credit line for which you want to view allocation history, and click Credit Allocation.
    The Credit Allocation screen appears.

  4. Click Allocation History.
    The Allocation History screen appears.

  5. To return to the Credit Allocation screen, click Cancel.

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