An alert to notify key stakeholders when customers who have been marked for 'Special Care' are invoiced.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Some customers just need 'special care.' Either they have invoice requirements that other customers don't have, or you just want to be sure you're always on top of what's going on with them. This alert will advise you every time a customer flagged for 'special care' receives an invoice or credit, and give you basic details on that transaction. This alert can go to management or to the sales rep, and you have the option of seeing every transaction or only those that actually have a balance due or owed (you can choose to exclude $0 invoices for covered service, for instance).
Run Schedule: Hourly, Monday to Friday
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: clear details
Variable X: clear details
Variable Y: clear details
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Alert Functionality
Alert Functionality
1. The invoice will only trigger the alert once.
2. Entering 'ALL' in variable Y will cause the alert to trigger for all invoices. If you want to only be notified for specific invoice types, enter the types from the below list that you want to be notified on:
- Sales Invoice / Sales Credit Memo
- Misc. Charge Invoice / Misc. Charge Credit Memo
- Contract Invoice / Contract Credit Memo
- Service Invoice / Service Credit Memo
3. The bill to customer on the invoice must have the custom property set in Variable W set to 'Yes' or the alert will not trigger.
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Best Practices & Tips
Best Practices & Tips
1. This alert does auto-deploy, so you will need to create the custom property in e-automate and assign it to the customer records prior to the alert sending any notifications.
Custom Property Set Up
Attribute name = ZCJCustomerInvoiceFlag
Description = Alert when new ivnocies created for this customer where enabled
Data type = Yes/No
*Set the default value to No when adding to the customer configuration:
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Related Alerts
Related Alerts
ID489 - Calls of Specified Call Type Still Open after Specified Hours for Designated Customer
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