Add sales order amount and project number to tracker
Add sales order amount and project number to tracker
Your sales orders lack project links, leaving billing and project teams without order context. Add order totals and project IDs to your tracker so teams reconcile and bill before the next billing run.
Overview
When sales orders arrive without linked project context, billing and project managers lose visibility and reconciliation stalls. This flow writes order totals and project identifiers into your tracker so teams can reconcile and invoice within minutes and meet the next billing run.