Create a Reminder for Sales Orders on Payment Hold

As an alternate solution to Enhancement 189159 - Payment Processing > Add reminder for Orders on Payment Hold, users can create a Saved Search and make them available on their Reminders portlet.

1. Navigate to Lists > Search > Saved Searches > New > Type = Transaction.

2. Enter a Search Title.

3. In the Criteria tab > Standard subtab, add the following filter:

- Type = Sales Order
- Payment Event Result = Payment Hold
- Main Line = True

4. In the Results tab > Columns subtab, add/remove fields depending on the information you would like to see in the Search Results.

5. Set Available for Reminders checkbox = T

6. Set Public = T

7. Click Save and Run.

To have it set as Reminder:

1. Go to Home Dashboard > Reminder portlet.

2. Select Set Up (inverted triangle).

3. Click the Add Custom Reminders button.

4. Select the Transaction Saved Search created from the list.

5. Click Done.

 

Note:There's already an Enhancement request for this under Enhancement 189159 - Payment Processing > Add reminder for Orders on Payment Hold