ID134
Invoices for Sales Orders Past Due
Output Type: Email
In most operations, sales reps are not paid their commission until the invoices for their deals are funded/paid. This alert is meant to keep the sales rep notified/engaged regarding past due invoices for their sales. It selects only invoices for sales orders using the eAuto Order Type(s) you specify in VariableY, are past due more than the # of days (VariableW), and when past due amount exceeds VariableX. There are three emails to this task, the first sends one email to the sales rep assigned to the invoice for all his/her past due invoices, the second email goes to the rep's manager (the manager assigned to the sales rep employee record in eAutomate) showing all past due invoices for his/her team, and third sends summary to anyone listed in To/CC/BCC.
In order for this alert to send to sales, you must have Sales Rep and Sales Mgr eAuto Employee Records set correctly. We've created alert ID245/Sales Missing Needed Email or Mgr for this purpose, so be sure to subscribe to that on as well!
