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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.

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. 

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

 

Run Schedule: Hourly

Type of Output: Email

 

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Sample

Sample

ID461_sample.jpg

 

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Variables

Variables

ID461_variables.jpg

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.

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

Note: The alert 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)

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Best Practices & Tips

Best Practices & Tips

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

 

 

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