High Dollar Held For Review
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Module: Global Script Rules and Maintain Scripts
Path: Company Data > Advertising > Global Script Rules
Company Data > Advertising > Maintain Scripts > Edit Script > Rules tab
Topic: Script Rule for High Dollar Held For Review
Version(s): 5.1 & up
Editions: All
What Is High Dollar Held For Review?
High Dollar Held For Review is when you do not allow orders to exceed a set dollar amount without first being reviewed.
Utilizing the buttons on the tool bar
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you can:
Go back to the previous screen
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Add new
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Print
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Minimize module
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Filter
You can use the filter options to narrow down the displayed selections.
Client
Date Added
End Date
Script Name
Start Date
Add additional filters by click the Add button
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Apply the filtered selections by clicking Apply Filter
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Remove the filtered selections by clicking Remove Filter
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To show inactive accounts in the displayed records check Show Inactive
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You can set the number of records to be displayed
Add New
Edit the Script you wish to add a High Dollar Held For Review rule to. Navigate to the Rules tab.
- To edit an existing record, click on the edit pencil next to the record you wish to edit.
- To add a new record, click on the Add New button.
- A new window will pop up.
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- Set the Rule Name
- Select type of order to be used on:
- Use for order entry
- Use for imports
- Set Action:
- Reject Order
- Hold Order for Review
- Reason
- Set Error Memo
- If Condition tab
- Add
- Unconditional
- Save
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- Then Condition tab
- Add
- Order Total Under
- Amount - set amount to value order is not allowed to exceed
- Save
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- Save
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You MUST save each condition, the rule, and the script
* To save the changes click the Save button
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* To cancel any of the current changes you have made click the Cancel button
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This will close the window without saving any changes.
* To delete the selection click the Delete button
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This will prompt you to make sure you want to delete this item.
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