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June 2026 · Bearings & Power Transmission · Owners and dates

Every problem leaves the meeting with an owner, an amount and a date.

The figures pick out what is over a limit. Your managers decide what to commit to. Next month's ledger shows whether the money moved, so nothing is marked fixed on someone's word.

Sample company, made-up figures. Limits shown are examples; yours would replace them. Nothing you enter here is saved.

  1. 1Spot itOver a limit you set
  2. 2Check itOpen the invoices behind it
  3. 3Own itAn owner, an amount, a date
  4. 4Confirm itNext month's ledger shows it moved

Problems worth acting on, June 2026

Bearings & Power Transmission

3 problems are over a limit. Each names the invoice or stock behind it.

Late invoice INV-2025-13098

Get a payment date from Corbin Vale Industries

150 days late, split across 5 product lines. One invoice, one owner.

Why it is listed: This line is over a collections limit, and this is its largest invoice over 90 days late.

Invoice balance
$42.5k
Most you can commit
$42.5k
Amount promised
set by the owner
No owner yet
Deduction DED-2025-0250

Settle the disputed deduction with Corbin Vale Industries

Damaged goods claimed on a remittance, no invoice named

Why it is listed: Disputed deductions are over 1.5% of what this line is owed.

Amount disputed
$24.0k
Proof it is settled
next month's ledger
No owner yet
Old stock: Legacy Bearing Housings

Agree how much old Legacy Bearing Housings stock to clear

Only stock older than six months counts. The owner enters the amount the team can really move.

Why it is listed: This group earns back less than $1 of margin per $1 of stock, and some of it is older than six months.

Stock held
$857.8k
Most you can commit
$568.7k
Amount promised
set by the owner
No owner yet

How the figures tie

  • Each kind of balance adds up to what you are owed, to the cent checked
  • The stock age buckets add up to stock held, to the cent checked

Checked across 177 ledger rows, as of June 30, 2026.

Sales need no rule: each invoice line carries a product, and its product group belongs to one line. What is owed is held per invoice, so each dollar owed was placed like this:

  • Follows the invoice 94.6%
  • Follows the sales order 0.1%
  • Supplier's rebate program 3.6%
  • Product named on the claim 0.5%
  • Customer's buying mix 0.5%
  • Branch's main line 0.7%

Your month, built like this

Send me last month's pack. Get it back automated.

Send the exports your system already produces and the pack your team built from them. You get an automated version with the same numbers, tying to the cent, and you check it against your own before you commit to anything.

Start with last month's pack Next: your data