Find and match retention records for cancelled projects
Find and match retention records for cancelled projects
Cancelled projects can leave retention entries untracked and stall warranty or finance handoffs. This finds and flags the retention record for review before the next billing run.
Overview
Cancelled projects often leave retention tasks untracked, slowing warranty and finance handoffs and delaying billing. This flow finds and flags the matching retention entry so program coordinators can close items quickly, typically within hours and before the next billing run.