ID661
Branch Matching between SO or Invoice and Sales Rep (In Development)
Output Type: Email
This alert checks each new Sales Order or Sales Invoice created and compares the assigned branch to the assigned branch of the Sales Rep on the Order or Invoice, then reports mis-matches. Important for clients who want to make sure they're allocating sales and revenue to the correct branch.</p>
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID761 | Equipment Record Location address changed | No |