Purpose

This saved search shows Partner records that need attention for purchase order closeout.

Criteria

CriterionValue
Record typePartner
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 namePurchase Request Approval Review Search 222
Script IDcustomsearch_demo_purchase_order_closeout_222
Object typeSaved Search
Source XMLObjects/customsearch_demo_purchase_order_closeout_222.xml

Project assignment

ItemValue
Primary projectPurchase Request Approval
Record typesPartner