Cash Sale Exception Review Review Search 6

Purpose

This saved search shows Credit Memo records that need attention for customer deposit matching.

Criteria

Criterion	Value
Record type	Credit Memo
Status	Open or pending review
Inactive records	Excluded

Results

Column	Purpose
Internal ID	Opens the source record
Status	Shows current process state
Owner	Shows who should review next
Last modified	Helps identify stale records

Operational notes

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

Related configuration

This object references:

• Cash Sale Exception Review - connected through the customer deposit matching process.
• credit-memo - connected through the customer deposit matching process.

Technical reference

Record identity

Item	Value
Record name	Cash Sale Exception Review Review Search 6
Script ID	customsearch_demo_customer_deposit_matching_006
Object type	Saved Search
Source XML	Objects/customsearch_demo_customer_deposit_matching_006.xml

Project assignment

Item	Value
Primary project	Cash Sale Exception Review
Record types	Credit Memo