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ID8 - New Service Calls & Sales Orders OnHold Credit Overview & Sample

Notifies of new Service Calls and/or Sales Orders On Hold

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

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Overview

Overview

Alerts your accounts receivable person that a new service call or sales order has been placed and is on hold for the specified reason code. Will always report for CH/Credit Hold. Additional on hold codes can be entered into Variable W.

 

Run Schedule: Every 10 minutes

Type of Output: Email / Task App

 

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Sample

Sample

Service Call:

IDSrvcSample.PNG

Sales Order:

ID8SalesSample.PNG

 

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Variables

Variables

ID8Variables.PNG

Variable W: Enter additional On Hold Codes (CH included by default), separated by comma

Variable X: Enter Branch Numbers alert should fire on, (list multiple branches separate by commas). Leave blank for ALL branches.

 

 

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Alert Functionality

Alert Functionality

-The transactions included will be any that have been modified in the last three days. 

-Alert will only trigger once for each time a transaction is put on hold.

-The on hold time field is meant strictly for service calls. It calculates the time from creation of the call until the time the alert triggers.

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Best Practices & Tips

Best Practices & Tips

-Placing or releasing a hold on the customer record has no effect on any open transactions.

  

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Related Alerts

Related Alerts

ID583 - Details on a Service Call whose Hold Status has just changed

 

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Task App

Task App

Please see THIS LINK for review.

 

 

 

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