This alert requires that your CRM has the ability to pass the eAutomate CustomerID, this alertID, # of months of invoices, and the requesting parties email address to our CEOJuice database . That will trigger our task engine to pull the last X months of contract invoices and send copies back to the 'requester' email passed to this alert. We watermark the invoices for 'INTERNAL USE ONLY' to discourage sales reps from passing these back to the customer, as most dealerships want any A/R requests from customers to go thru the accounting dept. These copies are so the rep can review the invoice details for their customer in case of any questions and/or as part of their business review.
Variables Needed (these will effect what is accessible from Compass):
VariableW - Indicate here the maximum # of months of contract invoice history you want to limit the requests to
VariableX - Enter the company type(s) associated with Leasing companies you have setup as customers in eAuto, separate the list with commas. This excludes invoices with such BillTo from being emailed.
List the sales order types associated to invoices that you wish to include (Blank to exclude all sales invoices), example: Supply
VariableZ - Include or Exclude all billable service invoices to send to requestor (Enter 'Exclude' or 'Include')
Available in Compass 4.0: