ID8
New Service Calls & Sales Orders On Credit Hold + VariableW On Hold Codes
Output Type: Email
Alerts your accounts receivable person that a new service call or sales order has been placed and is on hold for the specified reason code. Will always report on CH/Credit Hold. Additional on hold codes can be entered into Variable W. This alert will only trigger once for each time a transaction is put on hold. The on hold time field is meant strictly for service calls. It calculates the time from creation of the call until the time the alert triggers.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID583 | Details on a Service Call whose Hold Status has just changed | ID583 gives you the option to monitor Calls moving to, from and/or between on hold codes. it is a status report with a complete overview of the call including item detail, notes on whether those items are returnable, and when the call was moved to its new Hold Code. | No |
| ID141 | HouseKeeping Required for all customers | Yes | |
| ID320 | Where do you keep sales rep info, CRM or eAuto | Yes | |
| ID129 | All Sales Orders/Service Calls on hold by type greater than W business hours | No | |
| ID193 | All Calls On Hold > W business hours | No | |
| ID576 | Daily Housekeeping Tasks | Yes | |
| ID427 | List All Calls /Orders on credit hold for hours exceeding Variable W flag as escalated exceeding VariableX | No |