The Customer Maintenance Changes Viewer stores a record of every change made in Customer Maintenance, including any customer accounts added, changed, or deleted. Accounts added through POS are also recorded in the Customer Maintenance Changes Viewer, as well as any changes made to account numbers in the Change Customer Number/Job dialog.
Changes made in legacy MCR, CCN, and CCJ are not recorded in the Customer Maintenance Changes Viewer.
When account information is changed, one change record is generated for each field changed. For example, if you change both an account's Phone Number and Contact, two change records are generated— one for phone number, another for contact.
The Viewer also tracks changes in the MCR “Customer Status” field. The Source of the change will be ‘Cust Maint’ when it is updated from MCR or by RCCU. The Source will be ‘POS’ once a clerk reviews and corrects the customer’s information in POS. This field does NOT apply to Ace Rewards customers.
To review the Customer Maintenance Changes Viewer, you access it from the Go To menu in Customer Maintenance. You can choose to view a particular account's change records, or you can view all customers for a range of dates. When viewing by date, you can view all changes, or you can limit what displays: you can view only changes to a particular field, only accounts added, or only accounts deleted. For example, you can view all instances in the last month of the Credit Limit field being changed on any account. The log will show each customer/job whose credit limit was changed, when it was changed, who changed it, and the old and new credit limit amount. You can even view a snapshot of how the account looked before the first change was recorded by double-clicking on "Starting Detail" in the Viewer.
