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Create part folders and costing sheet for new part

Create part folders and costing sheet for new part

Your new part records lack a standard folder and costing file, forcing engineers and purchasing to search and delay quotes. Teams get the folder, costing workbook, and accounting item the same day.

Create part folders and costing sheet for new part

Overview

When a new part record arrives without files or costing, engineering and purchasing stall and billing misses context. This flow creates the item folder, a populated costing workbook, and the accounting item so product managers and billing can act the same day.

Create part folders and costing sheet for new part