Configuration summary
Account is connected to 25 detected configuration groups and 40 directly matched components. The largest groups include Vendor Bill Exception Review, Purchase Price Variance Review, Journal Approval Controls, Customer Deposit Matching.
Projects on this record type
| Project | Description | Areas | Direct matches |
|---|---|---|---|
| Vendor Bill Exception Review | This configuration coordinates vendor bill exception review for Assembly Build records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Purchase Price Variance Review | This configuration coordinates purchase price variance review for Vendor Payment records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Journal Approval Controls | This configuration coordinates journal approval controls for Partner records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Customer Deposit Matching | This configuration coordinates customer deposit matching for Sales Tax Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts / Custom Fields / Custom Lists | 4 |
| Purchase Request Approval | This configuration coordinates purchase request approval for Employee records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields / Saved Searches | 2 |
| Customer Credit Recheck | This configuration coordinates customer credit recheck for Purchase Requisition records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Campaign Response Routing | This configuration coordinates campaign response routing for Prospect records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Vendor Payment Release | This configuration coordinates vendor payment release for Sales Order records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Item Fulfillment Controls | This configuration coordinates item fulfillment controls for Estimate records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Payment Application Review | This configuration coordinates payment application review for Cash Sale records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Invoice Delivery Preferences | This configuration coordinates invoice delivery preferences for Class records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Purchase Order Closeout | This configuration coordinates purchase order closeout for Account records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts / Custom Fields / Workflows | 4 |
| Invoice Queue Automation | This configuration coordinates invoice queue automation for Purchase Order records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Backorder Review Queue | This configuration coordinates backorder review queue for Opportunity records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts / Custom Fields / Custom Lists | 4 |
| Sales Rep Assignment Rules | This configuration coordinates sales rep assignment rules for Customer Deposit records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Customer Duplicate Review | This configuration coordinates customer duplicate review for Price Level records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts / Custom Fields | 3 |
| Item Fulfillment Labeling | This configuration coordinates item fulfillment labeling for Billing Schedule records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Case Escalation Management | This configuration coordinates case escalation management for Journal Entry records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Lists / Scripts | 2 |
| Inventory Transfer Review | This configuration coordinates inventory transfer review for Purchase Order records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Customer Onboarding Controls | This configuration coordinates customer onboarding controls for Customer records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Quote Expiration Monitoring | This configuration coordinates quote expiration monitoring for Transfer Order records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Tax Code Review | This configuration coordinates tax code review for Calendar Event records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Sales Order Risk Review | This configuration coordinates sales order risk review for Support Case records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts | 2 |
| Commission Eligibility Flags | This configuration coordinates commission eligibility flags for Sales Return records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts | 2 |
| Price Level Governance | This configuration coordinates price level governance for Serialized Inventory Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts | 1 |