Machinery controllers: keep Peak POs in 2025 project folders
Machinery controllers: keep Peak POs in 2025 project folders
Machinery controllers risk misplaced POs when 2025 project folders lack structure, risking billing and audits. A Peak POs folder is created per project so finance can find POs.
Overview
Controllers at machinery firms lose purchase orders when project folders aren't standardized, which stalls billing and raises audit risk. This workflow ensures every new 2025 project gets a Peak POs folder, eliminating manual setup and giving finance a single retrievable location. Teams report faster retrieval and fewer misplaced purchase orders.
Notable Features
- Create standardized Peak POs folder
- Filter projects by 2025 prefix
- Notify finance and project staff