Follow

ID322 - Alert of open sales invoices based on the BillTo customer type (business purpose was leasing company invoices) - Overview and Sample

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.

Sample Output is shown below:

 

ID311.jpg

Variables include:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk