Purpose

This saved search shows Subsidiary records that need attention for sales order risk review.

Criteria

CriterionValue
Record typeSubsidiary
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 namePricing Review Process Review Search 168
Script IDcustomsearch_demo_sales_order_risk_review_168
Object typeSaved Search
Source XMLObjects/customsearch_demo_sales_order_risk_review_168.xml

Project assignment

ItemValue
Primary projectPricing Review Process
Record typesSubsidiary