TrailheadTrips & CISContinuity & Traceability
CT-02Commercial traceabilityNo assistant eval · Coverage unknown

Link an Invoice

Operations needs commercial traceability without turning CIS into the financial record.

Track

Continuity & Traceability

Phase

Commercial traceability

Starts with

Trip and invoice unconnected

Ends with

Correct invoice linked for context

You are here

CT-02
  1. TC-01Create a CIS
  2. IT-01Plan Arrival and Departure
  3. IT-02Build the Lodge Itinerary
  4. PS-01Add Passengers
  5. PS-02Capture Passenger Needs
  6. TC-02Review and Save the CIS
  7. DH-01Define Required Fishing Work
  8. DH-02Mark Non-fishing Days
  9. CT-01Find and Add a Returning Client
  10. CT-02Link an Invoice
  11. CT-03View or Export the CIS Document

The situation

An invoice supports the commercial context of the current trip.

What starts it

Operations or Accounts needs to trace the trip to the correct invoice.

How it unfolds

  1. 1Accounts

    Review invoices already connected to the CIS.

    Avoid duplicate or inaccurate relationships.

  2. 2Accounts

    Verify the candidate matches the trip's commercial promise.

    The CIS link is context, not financial approval.

  3. 3System

    Link the correct invoice to the CIS.

    The relationship is traceable while Finance retains ownership.

What each person sees

Accounts

The current CIS state and the exact details that still need attention.

Why: Make the next responsibility clear without duplicating ownership.

System

The current CIS state and the exact details that still need attention.

Why: Keep one current operating reference.

The rule to remember

The link provides traceability; Finance still owns invoice status, payment, and accounting truth.