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 hardware sales.
1) first alert sends one email to the salesrep assigned to the invoice for all his/her past due invoices
2) second alert goes to the reps manager (the manager assigned to the salesrep employee record in e-automate) showing all past due invoices for his/her team.
For this alert to work, ALL sales reps must have an email in their employee record AND be assigned to a manager
The sales manager also needs an email address in their employee record, since they are a manager they will need a manager also assigned – they can assign themselves as their manager.