Purpose

This saved search shows Customer Payment records that need attention for invoice queue automation.

Criteria

CriterionValue
Record typeCustomer Payment
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 nameCommission Eligibility Flags Review Search 51
Script IDcustomsearch_demo_invoice_queue_automation_051
Object typeSaved Search
Source XMLObjects/customsearch_demo_invoice_queue_automation_051.xml

Project assignment

ItemValue
Primary projectCommission Eligibility Flags
Record typesCustomer Payment