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ID134 – Invoices for Sales Orders Past Due Overview & Sample

Help Sales and Admin keep track of past due sales orders

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

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Overview

Overview

In most operations, sales reps are not paid their commission until the invoices for their deals are funded/paid. This alert is meant to keep the sales rep notified/engaged regarding past due invoices for their sales. It selects only invoices for sales orders using the eAuto Order Type(s) you specify in VariableY, are past due more than the # of days (VariableW), and when past due amount exceeds VariableX.

Run Schedule: Tuesday & Friday AM

Type of Output: Email

 

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Sample

Sample

Sample of Summary (sent to those listed in To/CC/Bcc/Branch Role:

ID134ToSample.PNG

 

 Sample of email to Sales Rep:

ID134SampleToRep.PNG 

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Variables

Variables

ID134Variables.PNG

Variable W: Enter number of days past due to report on

Variable X: Enter Minimum Past Due Amount (whole number only, no decimals please)

Variable Y: Enter Sales Order Type(s) to consider (separate multiple with comma or leave blank for ALL)

Variable Z: Enter Branch Numbers to trigger on, separated by comma, or leave blank for all.

 

 

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Alert Functionality

Alert Functionality

-Alert considers Sales Rep assignment based on Sales Rep listed on Invoice

ID134SaleInvoice.PNG

-Alert configured to send emails depending on whether you have to Sales Rep and/or to Sales Rep's Manager selected on your subscription: 

  • If to Sales Rep and to Sale Rep Mgr is checked, both Rep and Rep Manager will receive same email (labeled To Rep / Rep Mgr at footer) with a new email sent for each rep both to the rep and their mgr
  • If to Sales Rep is NOT checked and to Sale Rep Mgr is, then the manager will receive one email (labeled To Rep / Rep Mgr at footer) which will include all of their reps

Anyone listed in To/CC/BCC (or Branch Role) will receive summary email (labeled Summary at footer) showing ALL qualifying past due invoices. 

ID134ToRepPanel.PNG

 

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Best Practices & Tips

Best Practices & Tips

-Be sure your Sales Rep eAuto Employee Records are set up correctly, so alert can send to Sales Rep and/or show Sales Rep assigned 

USE alert ID245 to be notified of Sales Rep Email and/or Manager Assignment Missing needed set up

ALL sales reps must have an email in their employee record AND be assigned to a manager

Sales Rep Employee Record:

1. Must have email address:

ID134Email.PNG

2. Must be marked as Sales Rep and have Manager Assigned:

ID134SalesRep.PNG

Then Sales Rep Manager Employee Record must have:

1. Email address:

ID134Email.PNG

2. Must be marked as Sales Rep and Manager AND have a manger assigned (can be themselves in need be):

ID134SaleMgr.PNG

 

 

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Related Alerts

Related Alerts

ID245 - Sales Rep Email and/or Manager Assignment Missing

 

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