Projects22
Components26
Primary areasCustom Fields / Saved Searches / Scripts

Configuration summary

Campaign is connected to 22 detected configuration groups and 26 directly matched components. The largest groups include Credit Hold Review, Payment Application Review, Invoice Delivery Preferences, Purchase Order Closeout.

Projects on this record type

ProjectDescriptionAreasDirect matches
Credit Hold ReviewThis configuration coordinates credit hold review for Return Authorization records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Payment Application ReviewThis 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 Fields1
Invoice Delivery PreferencesThis 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 Fields1
Purchase Order CloseoutThis 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.Custom Fields1
Vendor Compliance ChecksThis configuration coordinates vendor compliance checks for Invoice records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Inventory Count ReconciliationThis configuration coordinates inventory count reconciliation for Credit Memo records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Customer Duplicate ReviewThis 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.Custom Fields / Saved Searches2
Item Fulfillment LabelingThis 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 Fields1
Support Case RoutingThis configuration coordinates support case routing for Item Fulfillment records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Fulfillment Hold AutomationThis configuration coordinates fulfillment hold automation for Phone Call records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Quote Approval MatrixThis configuration coordinates quote approval matrix for Bin records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Sales Tax Exception ReviewThis configuration coordinates sales tax exception review for Payment Method records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Case Follow-up ReminderThis configuration coordinates case follow-up reminder for Vendor records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Customer Tier ManagementThis configuration coordinates customer tier management for Work Order records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Drop Ship CoordinationThis configuration coordinates drop ship coordination for Customer Payment records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Support Intake TriageThis configuration coordinates support intake triage for Term records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Custom Fields1
Expense Approval RoutingThis configuration coordinates expense approval routing for Campaign records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Scripts / Custom Lists / Workflows4
Purchase Price Variance ReviewThis 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.Saved Searches1
Item Master GovernanceThis configuration coordinates item master governance for Inventory Adjustment records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Saved Searches1
Cash Sale Exception ReviewThis configuration coordinates cash sale exception review for Assembly Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Saved Searches1
Order Change AuditThis configuration coordinates order change audit for Subsidiary records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving.Saved Searches1
Inventory Transfer ReviewThis 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 Searches1

Components

ComponentTypeProject
Credit Hold Review PriorityTransaction Body Custom FieldCredit Hold Review
Payment Application Review StatusTransaction Body Custom FieldPayment Application Review
Invoice Delivery Preferences Exception FlagTransaction Body Custom FieldInvoice Delivery Preferences
Purchase Order Closeout Review DateTransaction Body Custom FieldPurchase Order Closeout
Vendor Compliance Checks PriorityTransaction Body Custom FieldVendor Compliance Checks
Inventory Count Reconciliation Exception FlagTransaction Column Custom FieldInventory Count Reconciliation
Customer Duplicate Review Review DateTransaction Column Custom FieldCustomer Duplicate Review
Item Fulfillment Labeling PriorityTransaction Column Custom FieldItem Fulfillment Labeling
Support Case Routing StatusTransaction Column Custom FieldSupport Case Routing
Fulfillment Hold Automation Hold ReasonEntity Custom FieldFulfillment Hold Automation
Quote Approval Matrix OwnerEntity Custom FieldQuote Approval Matrix
Sales Tax Exception Review Approval LevelEntity Custom FieldSales Tax Exception Review
Case Follow-up Reminder OwnerItem Custom FieldCase Follow-up Reminder
Customer Tier Management Approval LevelItem Custom FieldCustomer Tier Management
Drop Ship Coordination Routing GroupItem Custom FieldDrop Ship Coordination
Support Intake Triage Routing GroupCRM Custom FieldSupport Intake Triage
Expense Approval Routing Status ListCustom ListExpense Approval Routing
Expense Approval Routing WorkflowWorkflowExpense Approval Routing
Purchase Price Variance Review Review Search 9Saved SearchPurchase Price Variance Review
Item Master Governance Review Search 65Saved SearchItem Master Governance
Customer Duplicate Review Review Search 121Saved SearchCustomer Duplicate Review
Cash Sale Exception Review Review Search 177Saved SearchCash Sale Exception Review
Order Change Audit Review Search 233Saved SearchOrder Change Audit
Inventory Transfer Review Review Search 289Saved SearchInventory Transfer Review
Expense Approval Routing User EventUser Event ScriptExpense Approval Routing
Expense Approval Routing Workflow ActionWorkflow Action ScriptExpense Approval Routing