Keep IT operations board free of invoiced sales orders

IT admins see invoiced sales orders stay active on project boards, causing finance and ops to act on stale work and run manual cleanup. Schedule archiving removes posted items, keeping boards accurate.

Overview

Leftover invoiced items on project boards cause finance and operations to act on stale work every night. This workflow archives posted sales orders on weekdays so boards reflect only active work at the start of day, removing manual end-of-day cleanup and aligning ops with finance records.

Notable Features

Archive invoiced items each weekday
Identify posted invoices before archiving
Notify project owners about archives