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ID322 - Alert of Open Sales Invoices Based on the Bill To Customer Type (Business Purpose was Leasing Company invoices) Overview & Sample:

Triggers for open sales invoices for set Bill To customer types

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Overview

Overview

Need to keep track of open SALES invoices for a specific common customer type. Most commonly used by some customers who would like to track leasing company SALES invoices that are open. This process requires/assumes that you have all assigned a common customer type (Leasing for example) to all your leasing company records in e-automate.

 

Run Schedule: Weekday Mornings

Type of Output: Email

 

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Sample

Sample

ID311.jpg

 

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Variables

Variables

ID322_Variables.jpg

Variable W: Customer Type Code - The customer type code (not description) for the Bill To customers that the alert will trigger on. The default value is Leasing.

Variable X: Branch Numbers - Branch numbers for the alert to trigger on, leave blank for all.

 

 

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Alert Functionality

Alert Functionality

The alert will only trigger on Sales invoices. The bill to customer on the sales invoice must have a customer type listed in variable W. The sales invoice bill to is here:

ID322_sales_invoice_sample.jpg

The customer type is set on the customer record:

ID322_customer_type.jpg

You need to enter the customer type code in variable W, in the example above it would be Leasing. Leasing Company is the description and should not be entered.

 

 

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Best Practices & Tips

Best Practices & Tips

None at this time.

 

 

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Related Alerts

Related Alerts

 

 

 

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