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ID589 -Advise Sales Rep Invoice Paid or Credited Overview & Sample

Notification of Invoice Paid or Credited

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Overview

Overview

To advise sales rep when an invoice is paid or credit has been issued.  By default this will only trigger on eAutomate’s standard ‘Equipment’ type sales order but if you would like to use others, list the sales order type/s in VariableW, separated by comma. 

Note that on first run sales rep will receive a long list of all invoices where a payment or credit has been issued in the last 120 days but after that they will only receive emails for new payments/credits going forward.

Run Schedule: Hourly

Type of Output: Email

 

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Sample

Sample

 

ID589Sample.PNG

 

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Variables

Variables

ID589Variables.PNG

Variable W: Sales Order Types to trigger on (separated by comma) or blank for standard eAuto 'Equipment'

Order Types found in eAuto under Tools / Lists & Codes / Sales Order Types:

OrderTypes.PNG

-Anyone listed in To/CC/BCC will also receive what is sent to Sales Rep:

SendToCCBCC.PNG

 

 

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Alert Functionality

Alert Functionality

-Sends notice of Invoice Paid or Credited based on Order Type listed in VariableW. Alert ALWAYS includes Order Type of Equipment

-Use send To Sales Rep and/or Sales Rep's Manager to have email sent directly to Sales based on Sales Rep assigned on Order

SendToRep.PNG

ID589OrderTypeSales.PNG

 

 

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Best Practices & Tips

Best Practices & Tips

-Sales Rep eAuto Employee Record must have email address and Manager assigned, use alert ID245 to find those missing this info

Email.PNGMgr.PNG

 

 

 

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Related Alerts

Related Alerts

ID245 - Sales Rep Email and/or Manager Assignment Missing

 

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