Purpose

This saved search shows Opportunity records that need attention for inventory transfer review.

Criteria

CriterionValue
Record typeOpportunity
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 nameContract Renewal Alerts Review Search 228
Script IDcustomsearch_demo_inventory_transfer_review_228
Object typeSaved Search
Source XMLObjects/customsearch_demo_inventory_transfer_review_228.xml

Project assignment

ItemValue
Primary projectContract Renewal Alerts
Record typesOpportunity