Create allocation records from manual requests and archive
Create allocation records from manual requests and archive
Your manual allocation requests lack forecast context and cause extra reconciliation for resource managers. It creates allocation records and archives request so forecasts are ready before month-end.
Overview
Manual allocation requests often arrive without forecast context, forcing your ops and finance teams into reconciliation at month-end. This flow standardizes each request into a forecast record and archives the source so resource planners and billing have ready data within minutes and before the closing run.