The Browse and Query Filter – an example; it applies throughout Xsis

• Activities initiated from a browse displaying those activities rather than a flat update/enquiry screen with a lookup button.
• See all of the order-action as it happens
• For the home branch and/or all branch locations
• Search-locators by order, account, customer order-number or due date
• Respond to customer enquires without having to leave the sales order browse

A trigger event is a system transaction that alerts us to a pre-defined situation. For example

• A purchase order delivery but one or more lines are not delivered. The receipt of goods on a purchase order triggers a non-delivered-goods event if some goods
• are not delivered. Action: Send an email to the designated employees. Contact the customer.
• The first time a customer buys in a product group. The sales order/invoice is the trigger event. Send an email to the designated employees
• Inform the sales rep
• Inform marketing department for customer follow up
• Distribute safety documentation with hazardous products

If an event does not occur then there is no trigger to initiate a communication. These occurrences are managed by a manual procedure: manually initiated Review
trigger.