Decision criteria
These criteria define the page. A product is not rewarded for affiliate availability or commission.
- Record ownership
- Stable identifiers
- Trigger
- Field mapping
- Failure recovery
- Audit and reconciliation
Map the minimum data
Common fields include client identity, billing contact, opportunity ID, accepted scope, amount, currency, billing schedule and owner. Every field needs a reason to cross the boundary.
Use explicit triggers
A signed document, approved internal status or paid deposit can be a trigger. Avoid ambiguous statuses that create work before the commercial commitment is complete.
Make failure visible
A silent failed automation is worse than a manual checklist. Record errors, notify an owner and provide a safe way to replay or complete the step.