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Vendor Bill Matching: When 3-Way Match in Your ERP Is Not Enough
What 3-Way Match Actually Does 3-way match flags discrepancies between: Purchase order Receipt Invoice It identifies the problem. It does not resolve it. Where Work Moves After the Flag Once flagged: AP emails procurement Procurement emails vendor Follow-ups depend on reminders Credits lag Disputes linger The ERP is no longer the system of action. Why Volume Makes This Unsustainable As invoice volume grows: Small variances are forced through Large
1 day ago1 min read
Five Signs Your Back Order Process Needs AI Automation
Back Orders Fail Quietly Most back order failures are invisible. Customers do not complain. They disengage. Recognizing warning signs matters. Sign One: Customers Ask for Status Repeatedly Repeated inquiries indicate lack of proactive communication. Sign Two: Sales Learns About Issues from Customers When sales is surprised, coordination has already failed. Sign Three: Substitutions Are Offered Too Late Alternatives exist but are not communicated in time.
1 day ago1 min read
NetSuite Exception Handling: Where Manual Processes Bottleneck Growth
NetSuite Strengths and Gaps NetSuite excels at transaction processing. Orders, invoices, approvals, and reporting are well-supported. Exception handling is different. It lives between transactions. Where Bottlenecks Appear Common NetSuite exception areas include: Overdue receivables Pricing discrepancies Back orders Vendor delays Credit holds NetSuite records these states. It does not resolve them. The Manual Coordination Layer Staff monitor dashboards.
1 day ago1 min read
Voice AI Implementation: Technical Requirements and Common Concerns
Why Voice AI Raises Immediate Skepticism Voice AI triggers stronger reactions than other forms of automation. Email automation feels familiar. Workflow automation feels invisible. Voice feels personal. Executives worry about customer perception, call quality, accuracy, and loss of control. These concerns are valid. They are also often based on outdated assumptions. The Actual Technical Requirements Voice AI does not require advanced infrastructure. Core requireme
1 day ago2 min read
Vendor Quotation Management: Expanding Market Coverage Without Adding Staff
The Hidden Bottleneck in Procurement Most procurement teams believe their limitation is budget or vendor availability. In reality, the constraint is coordination capacity. Vendor quotation management is one of the most labor-intensive procurement activities. Each RFQ requires outreach, follow-ups, comparison, clarification, and documentation. When handled manually, the volume a team can process is capped by staff availability. As a result, procurement teams quietly na
1 day ago2 min read
Microsoft Dynamics 365 and AI: Addressing Exception Handling Gaps
The Dynamics 365 Landscape Dynamics 365 offers flexibility and extensibility. Many organizations customize heavily. Customization, however, does not eliminate coordination work. Common Exception Areas Dynamics users struggle with: Collections follow-ups Order exceptions Credit holds Vendor discrepancies Customization increases visibility but not resolution speed. Why Customization Alone Falls Short Custom fields capture status. Dashboards display proble
1 day ago1 min read
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