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Create settlement rows from opportunity updates for audit

Create settlement rows from opportunity updates for audit

When opportunities lack recorded settlement dates, coordination and billing are delayed. Log and queue them into an auditable operations list so settlement tasks are ready same day.

Create settlement rows from opportunity updates for audit

Overview

Opportunities with untracked settlement dates create last-minute work for settlement coordinators and risk delayed funding. This flow captures those opportunities into an auditable operations list so billing and funding can be prepared same day, reducing scramble before settlement.

Create settlement rows from opportunity updates for audit