Purpose

This saved search shows Expense Report records that need attention for inventory reorder alerts.

Criteria

CriterionValue
Record typeExpense Report
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 Follow-up Reminder Review Search 151
Script IDcustomsearch_demo_inventory_reorder_alerts_151
Object typeSaved Search
Source XMLObjects/customsearch_demo_inventory_reorder_alerts_151.xml

Project assignment

ItemValue
Primary projectCase Follow-up Reminder
Record typesExpense Report