"Separate a machine-shop buyer, engineer and accounts-payable contact"
"Source","https://bluefinchadvisors.com/blog/separate-a-machine-shop-buyer-engineer-and-accounts-payable-contact"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Company reference","RFQ or order reference","Buyer reference","Technical contact reference","Invoice recipient reference","Next unresolved role or action","Missing required fields"
"Company-EXAMPLE-1","Order-A","Buyer-4","Engineer-2","Accounts-6","Confirm current purchase-order instructions","None"
"Company-EXAMPLE-2","RFQ-B","Buyer-8","Engineer-7","","Confirm invoice submission contact","Invoice recipient reference"

"Use this worksheet"
"Example companies and contacts are fictional reference codes."
"The same person might fill several roles. Verify the customer’s actual process."
"A complete row does not establish purchasing authority or accepted order terms."

"Sources"
"HubSpot: Associate records","https://knowledge.hubspot.com/records/associate-records"
"Xometry: Information needed for a production quote","https://www.xometry.com/how-xometry-works/request-a-quote/"
"BlueFinch: Business dashboard scope and demo","https://bluefinchadvisors.com/toolbox/business-dashboard"