Configuration summary
Class is connected to 15 detected configuration groups and 27 directly matched components. The largest groups include Item Fulfillment Controls, Return Authorization Processing, Vendor Compliance Checks, Cash Sale Exception Review.
Projects on this record type
| Project | Description | Areas | Direct matches |
|---|---|---|---|
| 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 |
| Return Authorization Processing | This configuration coordinates return authorization processing for Vendor Bill records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Vendor Compliance Checks | This 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 Lists / Scripts | 2 |
| Cash Sale Exception Review | This 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. | Scripts / Custom Lists | 3 |
| 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. | Scripts / Custom Lists | 3 |
| 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 Lists / Scripts / Workflows | 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 Lists / Scripts | 2 |
| Fulfillment Hold Automation | This 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. | Scripts / Custom Transaction Types | 3 |
| Inventory Count Reconciliation | This 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. | Saved Searches | 1 |
| 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. | Saved Searches | 1 |
| Warehouse Transfer Controls | This configuration coordinates warehouse transfer controls for Department records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts / Saved Searches | 3 |
| Partner Referral Tracking | This configuration coordinates partner referral tracking for Service Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Sales Tax Exception Review | This 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. | Saved Searches | 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. | Saved Searches | 1 |
| 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. | Scripts | 1 |