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ID461 - Invoiced Customer has Unapplied Credit Overview & Sample:

Alert generates a list of any invoices generated for customers with an open credit/payment on their account.

Jump to: Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview

Overview

This alert advises hourly of any invoice(s) generated for customers with an open credit/payment on their account. Best reviewed before your eAgent task sends/prints invoices so credit can be applied and reflected on invoice balance. 

 

Run Schedule: Hourly

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

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Variable W: Customer types to exclude from the alert. Enter any customer types to exclude from the alert, separated by commas. Leave blank to trigger for all customers.

Customer Types found via Tools / Lists & Codes / Customer Types:

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Variable X: Branch numbers. Enter the branch numbers for the alert to trigger on, separated by commas. Leave blank to trigger on all branches.

 

 

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Alert Functionality

Alert Functionality

1. Advises hourly of any invoice(s) generated for customers with an open credit/payment on their account. Best reviewed before your eAgent task sends/prints invoices so credit can be applied and reflected on invoice balance. 

2. Will report if ANY of these conditions exist: Unapplied Payment, Open Credit Memo, Negative Invoices, Misc. Charge Credit Memo, etc. (The account balance does not have to be negative/a credit).

3. Definitions:

Total Open Amount is the total open on the account - all open invoices and credits.

Total Unapplied Amount is the total of payments or credits that have not been applied to invoices yet.

Total Credit Memos is the total of any/all unapplied credit memos on the account.

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4. Alert considers Bill To Customer Number to look for open credits. If you use the pencil edit option in eAuto, this will break the connection of Bill To in eAuto's background tables, causing this alert to NOT identify.

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Best Practices & Tips

Best Practices & Tips

1. This alert is capable of sending to branch roles, please see this link for details on setting up the branch roles.

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Related Alerts

Related Alerts

ID597  - Payments posted but not applied to invoices by end-of-day

 

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