Purpose

This saved search shows Return Authorization records that need attention for customer credit recheck.

Criteria

CriterionValue
Record typeReturn Authorization
StatusOpen or pending review
Inactive recordsExcluded

Results

ColumnPurpose
Internal IDOpens the source record
StatusShows current process state
OwnerShows who should review next
Last modifiedHelps identify stale records

Operational notes

  • Check criteria before using this search as an automation trigger.
  • Keep result columns concise for daily review.

This object references:

Technical reference

Record identity

ItemValue
Record nameCase Escalation Management Review Search 59
Script IDcustomsearch_demo_customer_credit_recheck_059
Object typeSaved Search
Source XMLObjects/customsearch_demo_customer_credit_recheck_059.xml

Project assignment

ItemValue
Primary projectCase Escalation Management
Record typesReturn Authorization