Credit Hold Review Review Search 247

Purpose

This saved search shows Shipping Item records that need attention for renewal opportunity routing.

Criteria

Criterion	Value
Record type	Shipping Item
Status	Open or pending review
Inactive records	Excluded

Results

Column	Purpose
Internal ID	Opens the source record
Status	Shows current process state
Owner	Shows who should review next
Last modified	Helps identify stale records

Operational notes

• Check criteria before using this search as an automation trigger.
• Keep result columns concise for daily review.

Related configuration

This object references:

• Credit Hold Review - connected through the renewal opportunity routing process.
• shipping-item - connected through the renewal opportunity routing process.

Technical reference

Record identity

Item	Value
Record name	Credit Hold Review Review Search 247
Script ID	customsearch_demo_renewal_opportunity_routing_247
Object type	Saved Search
Source XML	Objects/customsearch_demo_renewal_opportunity_routing_247.xml

Project assignment

Item	Value
Primary project	Credit Hold Review
Record types	Shipping Item