Order-to-Cash Automation
Coordinate an approved order through billing, receivables follow-up, cash application, and exception handling.
WORKFLOW BOUNDARY
Starts: when an accepted customer order enters the approved order-to-cash process.
Uses: order and contract data, customer records, pricing approval, billing rules, receivables, and payment evidence.
Agent work: validate the order, prepare billing actions, monitor receivables, match payments, and route exceptions.
Stops: when cash is applied to the correct account or an exception is assigned to finance.
Excludes: changing price, credit, write-off, or settlement terms without authorization.
Before: teams hand off order data across sales and finance, recreate billing inputs, and investigate payment differences manually.
After: approved data moves through a traceable sequence with explicit owners for exceptions.
Sales and finance approve pricing, credit, billing, write-offs, and exceptions. Customer communications follow approved templates and permissions.
