Purpose

This saved search shows Customer records that need attention for purchase request approval.

Criteria

CriterionValue
Record typeCustomer
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:

  • Pricing Review Process - connected through the purchase request approval process.
  • customer - connected through the purchase request approval process.

Technical reference

Record identity

ItemValue
Record namePricing Review Process Review Search 35
Script IDcustomsearch_demo_purchase_request_approval_035
Object typeSaved Search
Source XMLObjects/customsearch_demo_purchase_request_approval_035.xml

Project assignment

ItemValue
Primary projectPricing Review Process
Record typesCustomer