Trace customer scope through reservation, partial dispatch, reviewed billing and attributed cash.
Warehouse Manager checks the approved order and reserves eligible inventory against its lines. Review holds and demand priority before committing the stock.
Warehouse Manager records picking and packing, then retains the shipped quantity and carrier evidence. Delivery follows the relevant confirmation and proof of delivery.
Accountant traces invoice lines to their sales allocation, shipment item or contract cycle. Compare prior billed quantities with the remaining eligible scope before submitting the invoice.
Finance Manager reviews the pending billing revision and approves release. Retain posting state separately from the invoice's commercial and settlement state.
Accountant identifies the incoming payment and applies available cash to the intended invoice. Preserve any unapplied remainder and distinguish cash from approved discounts, withholding or write-offs.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.