Hi SIG,

No, I have often done this. Is the escalation service running? do other escalations trigger OK? Do you have any SQL Triggers on the company table that might be going against what you're trying to do?

CRM views need to have specific fields in them from the joined tables otherwise they may not work as expected. There is a KB article if memory serves, that tells you this. Fields like the main table ID field, created by, created date, updated by, updated date, timestamp, deleted field, etc., need to be included from every table that are joined. There may be more but it's been a while since I did a lot with CRM.

Hi Matthew - thanks for the reply, yes the escalation service is running and other escalations are working ok, i do have a couple of SQL triggers on the company table but they dont go against the escalation rule that isnt working

this is my escalation trigger:
oppo_paidinfull_n is null and ( (oppo_invoicesentdate_n +60) < #T)   and comp_renewalun is null and Oppo_BookingType = 'MC' AND  Oppo_Status !='Cancelled'

ive set the escalation to run on table opportunity and view vOppoCompany

This shouldn't be any different but just try the following, I've just changed a few elements of your query. Intrigued to see if this affects it in any way

oppo_paidinfull_n IS NULL AND DATEDIFF(Day,oppo_invoicesentdate,GETDATE())<60 AND comp_renewalun IS NULL AND oppo_bookingtype = 'MC' AND oppo_status <> 'Cancelled'

Build a new view with all your conditions in, on opportunity, so it's just a simple select the escalation is running. You'll be able to track this in the logs. Then have a simple action that tells you it's has worked and to take the notified record out of the view. eg: oppo_paidinfull_n = 1

Also from memory the condition statement does not like carrage returns so the whole condition statement has to be on one line.

thanks Matthew - that worked!