Configuration summary
Customer Deposit is connected to 7 detected configuration groups and 9 directly matched components. The largest groups include Sales Rep Assignment Rules, Pricing Review Process, Credit Hold Review, Shipping Exception Alerts.
Projects on this record type
| Project | Description | Areas | Direct matches |
|---|---|---|---|
| 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 / Custom Lists | 3 |
| Pricing Review Process | This configuration coordinates pricing review process for Inventory Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Credit Hold Review | This 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. | Saved Searches | 1 |
| Shipping Exception Alerts | This configuration coordinates shipping exception alerts for Lead records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Renewal Opportunity Routing | This configuration coordinates renewal opportunity routing for Expense Report records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| 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. | Saved Searches | 1 |
| Contract Renewal Alerts | This configuration coordinates contract renewal alerts for Inventory Transfer records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |