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

Use this playbook to complete link an invoice with safe sample trip details.

Act as

Accounts or Operations

Starting state

Trip and invoice unconnected

Sample data

A sample CIS and the correct candidate invoice

Run the scenario

  1. AccountsTrailhead · CIS · Invoices

    1. Review invoices already connected to the CIS.

    The CIS keeps the new detail visible for review.

  2. AccountsTrailhead · CIS · Invoices

    2. Verify the candidate matches the trip's commercial promise.

    The CIS keeps the new detail visible for review.

  3. SystemTrailhead · CIS · Invoices

    3. Link the correct invoice to the CIS.

    Correct invoice linked for context

If it does not match

  • • If the candidate does not match the client promise, do not link it.