Create sales order records from board items for reporting
Create sales order records from board items for reporting
Your sales order board items don't flow into your order dataset, causing reconciliation gaps and delayed reports. The workflow captures orders into a central table so finance can reconcile faster, ahead of month-end.
Overview
Manual copying from the sales board causes reconciliation drift and slows month-end close; this workflow captures each new sales order into a central table so the controller and accounting staff get consistent order data. That means fewer manual fixes and reconciled order records available within minutes, ahead of month-end reporting.