Configuration summary
Sales Order is connected to 22 detected configuration groups and 31 directly matched components. The largest groups include Order Approval Workflow, Quote Expiration Monitoring, Customer Credit Recheck, Campaign Response Routing.
Projects on this record type
| Project | Description | Areas | Direct matches |
|---|---|---|---|
| Order Approval Workflow | This configuration coordinates order approval workflow for Sales Order 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 | 7 |
| 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. | Custom Fields | 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. | 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 / Scripts / Workflows | 3 |
| 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 |
| 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 |
| 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. | Custom Fields | 1 |
| 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. | Custom Fields | 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. | Custom Fields | 1 |
| 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. | 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. | Custom Fields | 1 |
| 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 |
| 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. | Custom Fields | 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. | Custom Fields | 1 |
| Revenue Recognition Review | This configuration coordinates revenue recognition review for Item Receipt 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 |
| Expense Approval Routing | This 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. | Custom Fields | 1 |
| Serialized Item Compliance | This configuration coordinates serialized item compliance for Shipping Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Support Case Routing | This 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. | Saved Searches | 1 |
| Customer Tier Management | This 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. | Saved Searches | 1 |
| Employee Approval Limits | This configuration coordinates employee approval limits for Project records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 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. | Saved Searches | 1 |