Use the following procedure to view the Customer Maintenance Changes Viewer, which displays any changes that were made in Customer Maintenance, including any customer accounts added, changed, or deleted.
Changes made in legacy MCR, CCN, and CCJ are not recorded in the Customer Maintenance Changes Viewer.
Click Go To, and select View Customer Maintenance Changes.
To display the Maintenance Changes viewer by customer:
Select the customer from the drop-down list, and click Display (if you already had the customer displayed in Customer Maintenance, the information for that customer displays automatically).
If "Added" is displayed in the What Changed column, as shown here,
you can double-click on it to display a snapshot of exactly how the account looked when it was added. Notice you can also click any of the links (Credit, Dept, Sales, Payment, etc) to display snapshots of the other screens of Customer Maintenance .
To display the Maintenance Changes Viewer by date:
Click the "By Date" link.
(Optional) Limit what displays in the grid by filling in any or all of the following fields: Start, Ending, and Fields. Then click Display to refresh the grid.
(Optional) If you want to see a snapshot of the "starting detail" of an account (how the account looked before the first change was recorded), double-click "Starting Detail" for that account.
Notice you can also click any of the links (Credit, Dept, Sales, Payment, etc) to display snapshots of the other screens of Customer Maintenance.
