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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC | Create Alert for Invoices To Be Fulfilled
Scenario: Users would like to be notified of Sales Orders that were invoiced but not yet fulfilled.
A Saved Search Alert can be created to show Invoiced Orders that have no related Item Fulfillment.
Here are the steps we may take to create the Saved Search:
1.Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Under Criteria tab, add the following:
- Type = Sales order
- Main Line = False
- Tax Line = False
- Shipping Line = False
- COGS Line= False
- Status = any of Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Partially Fulfilled, Sales Order:Pending Fulfillment
- Formula (Text) = starts with Invoice | Formula : {fulfillingtransaction}
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