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
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Variables
Variables
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:
The customer type is set on the customer record:
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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