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Have a complex or technical project? Describe it here. The listed packages are starting points; feasibility and a custom scope are reviewed before agreeing the work.

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PDF
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CSV
A plain spreadsheet file. Open it in a spreadsheet app to see rows and columns.
TXT
A plain-text checklist or template. Open it in a text editor or copy its text.
SOP or procedure
Step-by-step instructions for a task.
CRM
An app used to organize customer or contact records.
Workflow
The steps that move a task from start to finish.

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Files, checks and scope

Open-order reporting

Receive a report showing overdue order lines, missing dates or confirmations, and changes since the previous update, plus a short PDF summary.

$250 USD
One-time setupOne agreed source format, reporting rules and report layout
$300 USD/month
Four scheduled updates per billing periodUp to 100 open order lines per update · Approve completed work before payment
Ask about this

Scope and price agreed first · Finished work approved before payment

Details on this page
  1. What you receive
  2. Price and scope
  3. What to provide
  4. How the work is checked
  5. What is outside this package
  6. Inspect a fictional example
  7. What can be automated
  8. Approve the finished work before paying

What you receive

  • An open-order report with changes since the prior update.
  • An overdue and missing-information list, with the rules used to flag each line.
  • A short PDF summary and four scheduled updates per monthly billing period.

Price and scope

Setup is $250 USD. Ongoing reporting is $300 USD per month for four scheduled updates, with up to 100 open order lines per update.

Four updates do not mean an update in every calendar week of a five-week month. The exact schedule, source cutoff and cancellation terms are agreed before work begins. You review and approve the completed reporting work covered by each payment before paying. Additional updates or larger files need a separate quote.

Fresh source data is required for each update. This site does not activate or charge a subscription.

What to provide

  • Fresh exports in one agreed format, or separately approved read-only access.
  • Definitions of open, complete, overdue and missing information, including the date basis.
  • The report recipient, scheduled update dates and person responsible for reviewing exceptions.

How the work is checked

  • Reconcile source and report row counts.
  • Use the agreed snapshot date and overdue rules consistently.
  • Compare changes against the prior accepted source and review all exceptions.

What is outside this package

Live purchasing, invoice approval, accounting reconciliation, real-time monitoring and unlimited supplier follow-up are excluded. The report does not change orders or promise supplier delivery.

Inspect a fictional example

See the inputs, rules, output and open questions in a clearly labeled demonstration.

View the worked example

What can be automated

Normalization, change comparison, aging calculations, exception flags and summary drafting can follow a repeatable template.

A person reviews the exceptions and agreed checks before delivery. Automation does not approve business decisions or expand access to your systems.

Approve the finished work before paying

Start with a brief description and a redacted or fictional example. Scope, required inputs, timing, fees and revision allowance are confirmed in writing first. I prepare the finished work for your review. You approve the whole finished project before payment is requested. Editable originals, source files and the agreed final handover follow confirmed payment.

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