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ID107 - Tracking Credit Memos and Voided Invoices Overview & Sample:

Alerts you on all credit memos created today.

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

 

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Overview

Overview

This alert sends a daily list of all credit memos created throughout the day, along with the user who created the credit memo. This alert will include anything created with the CM type, which includes voids and all other credit memos.

 

Run Schedule:  Daily at 4:30 PM

Type of Output: Email

 

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Sample

Sample

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The creator ID is the user who created the credit memo.

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Variables

Variables

This alert does not have any variables.

 

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Alert Functionality

Alert Functionality

This alert looks back four days for credit memos it has not yet reported on, if firing daily, or six days if firing weekly.

**Please note: we are looking at the create date and not the credit memo date, so if users are backdating credit memos, it will look like the alert is reporting on old credit memos.

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Best Practices & Tips

Best Practices & Tips

If you would like to just track voided invoices, then we are working on alert ID719. This alert will only trigger on voided invoices. It will also show which user did the void. This alert is currently in development. If you would like this alert, then please subscribe now, and once it's complete, we will install it on your system. 

 

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Related Alerts

Related Alerts

ID112 - Misc Debit/Credit Memos created the previous day

 

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