This alert highlights that a workflow is filtering invoices based on a specific field and value, which may cause unexpected behavior when applied at the customer level.
This could result in certain invoices being included or excluded incorrectly, potentially impacting automation outcomes.
Workflow has a filter for invoices with days_overdue equals 5 which may lead to unexpected behaviour for a Customer level workflow.
Next Actions:
Review the filter criteria to ensure it aligns with the intended workflow logic.
Check affected customers and invoices to identify any unintended exclusions or inclusions.
Adjust workflow settings if necessary to better match customer-level automation requirements.