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Access this window using one of the following methods:

• Select Sales Order Main menu > Invoice Data Entry. Enter an invoice number and customer number, and then click Credit.

• Select Accounts Receivable menu > Invoice Data Entry.  Enter an invoice number and customer number, and then click Credit.

Use Customer Credit History to view credit limit information for the current customer. An automatic credit check is performed after you enter the invoice number for an existing invoice. For new invoices, a credit check is performed as soon as the customer number is entered and after the invoice is entered.

A warning message appears on the Customer Credit History window if the Customer Credit Limit Checking check box is selected in the Accounts Receivable Options window, and one or more of the following conditions exist.

• The Credit Hold check box is selected on the Customer Maintenance Main tab for this customer.

• The customer's balance exceeds the established credit limit.

• The current invoice amount plus the customer's balance exceeds the established credit limit.

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