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Using Audit History in a GI to see if Customer has ever been on Credit Hold

  • April 15, 2026
  • 4 replies
  • 23 views
N
Freshman I

Hi all,

I’d love to be able to see a widget or GI column that displays historical info about our customers. Specifically, I’d like to see the last time that a Customer’s status was “Credit Hold” and a count of how many times they’ve been on Credit Hold. 

I can’t seem to crack this. I know how to enable field level audit history, and I know the field is Customer.Status. However, I can’t figure out how to display the audit history of this field per customer without digging into the audit history page. 

Thanks in advance,

Nathan

Best answer by BenjaminCrisman

​@nathand If going on Credit Hold is any part of a manual process you can have a user defined field that can be increased to keep track of this. Otherwise I think you’d be looking at some very lengthy audit trails which could use a lot of space. Alternatively you could have an automation like a business event trigger when customer goes on credit hold and then perform some action like increase a counter attribute or send an email and then a GI could count those emails.

4 replies

mohammadnawaz51
Jr Varsity II
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​@nathand We can hold only one last audit history only in Acumatica.

https://globalpayex.com/erp-integrations/
BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • Answer
  • April 15, 2026

​@nathand If going on Credit Hold is any part of a manual process you can have a user defined field that can be increased to keep track of this. Otherwise I think you’d be looking at some very lengthy audit trails which could use a lot of space. Alternatively you could have an automation like a business event trigger when customer goes on credit hold and then perform some action like increase a counter attribute or send an email and then a GI could count those emails.

    lauraj46
    Captain II
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    • lauraj46
    • Captain II
    • April 15, 2026

    Hi ​@nathand ,

    Unfortunately the AuditHistory DAC is not GI friendly.  All of the field updates are stored in a single field, and the original value is not in the same record.  I once experimented with a SQL view to try to parse the data and use this as the basis for a custom DAC, but it was not very efficient.  I agree with ​@BenjaminCrisman that a business event is the way to go.  

    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
      N
      Freshman I
      • nathand
      • Author
      • Freshman I
      • April 15, 2026

      Thank you ​@BenjaminCrisman  and ​@lauraj46 ,

      I’ll setup a business event and solve it that way. I appreciate the insight on how to work smarter not harder!

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