Capture Credit History

System Maintenance Menu -> Configure System Settings -> Automatic Job Scheduling -> Function ARAR33A -> runs Capture Credit History

The customer's account aging summary can be captured monthly and viewed in the window in the Credit History window in Customer Information, as outlined in Credit History.

This utility can be used to capture the monthly Credit History total for all customers, using a Cut-Off date of the end of the current month, or the end of the previous calendar month.

Because only one record can be captured per month, there is a date control when running this utility for the current month that only permits it to by run within the last 7 days of the month, according to the actual server date.
This is a safeguard to prevent the utility from being run too early in the month and capturing an incorrect credit record.

To automatically capture Credit History, ARAR33A can be setup in Automatic Job Scheduling to run automatically on the first of each month to capture last month's information.

Note: If earlier monthly Credit History records are missing the Build Credit History From A/R Sub-Ledger utility can be used to recalculate the numbers.