During the sales order process, sales personnel sometimes enter an order and leave line items at zero price.

When this occurs, the sales manager must amend the order lines or approve the order lines at zero price. There were no alerts to let the sales manager know that there are orders with line items at zero price. Thus, this causes the organization to have to issue credit memos and create new invoices when these types of orders go through the sales process unnoticed.

Objective — Alert sales managers of sales orders with orders lines that have a zero price so the appropriate action can be taken in a timely manner.

Outcome — A watchlist was created to help sales managers monitor sales orders that have zero price line items. Now, with the watchlist in place, sales managers are proactively addressing issues related to zero price order lines. The result is a significant reduction of issued credit memos and related invoicing.

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