Purpose

This saved search shows Item Receipt records that need attention for sales rep assignment rules.

Criteria

CriterionValue
Record typeItem Receipt
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 231
Script IDcustomsearch_demo_sales_rep_assignment_rules_231
Object typeSaved Search
Source XMLObjects/customsearch_demo_sales_rep_assignment_rules_231.xml

Project assignment

ItemValue
Primary projectPurchase Request Approval
Record typesItem Receipt