ID163
Sales Order Status Report
Output Type: Email
This alert is for clients who utilize Sales order status, order types, and even Notes on sales orders and want to keep their salesreps notified of current status on their equipment orders. The alert finds all orders that are not Canceled or FulFilled where the order type equals the values you enter in VariableW, and reports back the Order Number, Status, dollar amount, and if you are using the Notes on sales orders (little yellow sticky icon) to enter in text regarding the current status (Waiting DNA, Waiting Lease Approval, etc) we will include those the date/creator and note for the last note entered on the Sales Order. This is meant to be only the reps Open orders, and should not be confused as an alert to be a complete reporting of all fulfilled/billed orders for a period. It's strictly Open Uninvoiced orders so reps know the status of their uninvoiced orders. You should provide a ToAddress2 and CCAddress2 so that we have valid email addresses in the event that you do not have email addresses setup for the sales rep and their manager (as associated in eAutomate ). You may also specify up to three custom property attributes (not required) from the sales order to include on the alert. Specify those attribute names in VariableX/VariableY/VariableZ as needed.
