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On-Hold Automation

Distributor steps for installing the On-Hold Automation app from the Encompass App Library, which moves invoices with an on-hold credit term to a set route automatically. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to Install the Application:
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  1. Go to the App Library
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  2. Search or find the On-Hold Automation app in the library
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  3. Click Install
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  4. Assign report and dashboard roles
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  5. Set a schedule for the import routine to run
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  6. Update application settings as needed
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  7. Accept Terms
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  8. Click Install

Fields And Definitions

How the application works:

  • Automated process to find all invoices that have an on-hold credit term and move them to a specified route

Application Settings:

  • Route Num
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  • This setting will determine where the invoices should be moved if they are seen as On-Hold

Best Practices

  • This application helps to automate a previously manual process.

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