Industrial Manufacturing: End-to-End Lineage & Progress Billing Reconciliation
OVERVIEW
Sanket Precision builds industrial valve assemblies with custom engineering specifications. Quotes lived in CPQ, production schedules lived in the ERP, and invoices originated from accounting software. When buyers requested invoice reconciliations, cross-departmental teams spent days tracking down partial shipment discrepancies.
Tattvavid Technologies implemented Salesforce Revenue Cloud Line-Level Lineage, connecting quote lines to order items, fulfillment events, invoice lines, and payment records into a single clickable audit trail.
THE CHALLENGE
- ✕Disconnected Commercial & ERP Data: Quoted prices and final shipped line items lacked common line-item identifiers.
- ✕Change Order Friction: Mid-build engineering spec changes required manual quote re-keying and created billing errors.
- ✕Partial Shipment Confusion: Shipping 120 units out of 200 resulted in manual spreadsheet tracking for unbilled backlog.
THE SOLUTION
- ✓Clickable Line-Level Thread: Linked
QuoteLine → OrderItem → Fulfilment → InvoiceLine → Paymenton one core object model. - ✓Native Amendment & Progress Billing: Spec modifications automatically generate amendment quotes and milestone billing schedules.
- ✓Backlog Visibility: Partial shipments automatically generate accurate partial invoices while keeping remaining unbilled backlog visible.
Implementation Highlights & Platform Scorecard
Finance and operations resolve customer billing inquiries in minutes instead of taking two full business days.
Lineage tracking completely eliminated invoice errors stemming from partial shipments and mid-build change orders.
Equipment warranties and maintenance contracts automatically generate renewal quotes upon asset installation.
Struggling with ERP Billing & Change Order Discrepancies?
Tattvavid Technologies connects your commercial front office with manufacturing ERP back-ends seamlessly.