Follow

ID201 - Items in Equipment style sales order Cancelled, Overview and Sample

When an equipment order is cancelled, it's a big deal.  Reps need to know, managers need to know...a whole chain of people may have already scheduled setup, delivery, install and training.  This alert shows if there are any items on an Equipment type sales order that have been cancelled.

Sales order types are created in eAutomate/Tools/Lists and Codes/Sales Order Types

Equipment_Sales_Order.png

ID201 Output includes Sales Order Number, Date, Last Update, Customer Name, SalesPerson, Item#, Description and Qty Canceled, as shown below:

ID201a.png

This alert has no variables.

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