Set buyer fee and comment on qualified deal records
Set buyer fee and comment on qualified deal records
Your deal records lack buyer fees and bid context after discounts are set, delaying settlement and reporting. Records are updated with fees and bid notes so settlement reconciles same day.
Overview
When signed deals need fee calculation, inconsistent fees and missing bid context slow settlement and reconciliation. This flow calculates the correct buyer fee, writes it to the deal, and appends an audit comment so settlements reconcile same day.