Purpose

Use this field to track the quote approval matrix status or value on Cash Sale records. It gives admins a stable field for saved searches, forms, approvals, and automation rules.

Key fields

FieldWhat it meansWhere the value comes from
Inventory Reorder Alerts StatusStores the value used by Inventory Reorder AlertsUser entry, workflow update, or script update

Behavior

AreaSetting
UI accessAvailable on selected forms
Search/list visibilityAvailable for saved searches
Store valueYes
Record typeCash Sale

Operational notes

  • Review saved searches before changing the field label or default value.
  • Check scripts and workflows linked below before changing validation rules.
  • Keep the field visible on forms used by the process owner.

This object references:

Technical reference

Record identity

ItemValue
Record nameInventory Reorder Alerts Status
Script IDcustcol_demo_quote_approval_matrix_17
Object typeTransaction Column Custom Field
Source XMLObjects/custcol_demo_quote_approval_matrix_17.xml

Project assignment

ItemValue
Primary projectInventory Reorder Alerts
Record typesCash Sale