--- title: "Genies for modular progress-billing reviews in NetSuite" description: "Use Genies to prepare modular progress-billing evidence while preserving contract-specific milestone decisions." canonical: https://www.stacksync.com/blog/genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance last_modified: 2026-09-18 --- # Genies for Modular Progress-Billing Reviews: Assemble Factory Milestones, Delivery Proof, and Site Acceptance > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Use Genies to prepare modular progress-billing evidence while preserving contract-specific milestone decisions. Author Ignacio Malpartida · GTM Engineer Published September 18, 2026 Read time 5 min read APP TIPS ## The operating decision A modular progress-billing Genie can assemble the evidence relevant to a contract's billing milestone: approved factory completion, delivery records, site acceptance and authorized variations. Give it the actual milestone definitions and ask it to show which evidence supports each requirement. The agent should prepare a finance review packet, not infer that factory completion or shipment automatically makes an amount billable. Finance and project authorities interpret the agreement and approve the financial action. Explore the complete [modular and prefab building supply and installation integration and automation hub](https://www.stacksync.com/industry/construction/modular-prefab-building-installation) for the systems and processes around this guide. ![Summary card: Genies for modular progress-billing reviews in NetSuite](https://www.stacksync.com/images/blog-highlights/icp-genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance.webp) ## What this looks like in modular and prefab building supply and installation A modular supplier's agreement has separate commercial milestones for factory progress, delivery and site acceptance. Several modules have shipped, but only part of the delivered scope has been accepted, and one variation remains unapproved. Finance needs a clear evidence view for the current billing review. A Genie can gather the relevant records and explain which portions are supported while leaving the disputed or missing items visible. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Milestone definition | Finance and project administration | Provide the governing contract rule and approved billing schedule. | | Factory evidence | Production authority | Identify the accepted completion state for specific modules or scope. | | Delivery and acceptance evidence | Logistics and authorized site owners | Keep shipment, receipt and contractual acceptance distinct. | | Billing review packet | Finance | Record supported scope, unresolved conditions and the approved decision. | ![Record ownership diagram: Milestone definition, Factory evidence, Delivery and acceptance evidence](https://www.stacksync.com/images/blog-diagrams/icp-genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Translate the milestone into evidence requirements Give the Genie the exact approved milestone definition and relevant scope. Identify whether the review depends on factory work, delivered modules, acceptance or another agreed event. Do not use a generic progress percentage as a substitute for the contract's billable condition. 2. 02 Gather records at the right scope Link evidence to the modules, phases or deliverables covered by the milestone. A shipment header may contain scope from several projects, while an acceptance record may cover only a subset. Require the agent to preserve those boundaries rather than treating any related document as complete proof. 3. 03 Separate factual state from billability Ask the Genie to state what the evidence shows before proposing the billing interpretation. Factory completion, dispatch, receipt and acceptance are different facts. Finance should review how the agreement turns those facts into a permitted amount or action. 4. 04 Identify variations and prior billing Compare the proposed scope with approved changes and amounts already handed off or billed. Flag unapproved variations and possible overlap. Use deterministic calculations and existing financial references to prevent a repeated review from presenting the same milestone as new billable work. 5. 05 Prepare the review and record the result Deliver a packet with source links, supported scope and explicit unresolved questions. After finance decides, record the approval and destination reference. If acceptance or scope evidence changes later, route a correction against the original packet rather than overwriting the historical decision. 6. 06 Separate evidence completeness from amount approval A packet can contain every required document while finance still needs to review the applicable amount, prior billing or commercial interpretation. Show evidence complete and billing approved as different states. This lets the project team stop chasing documents once its work is done while finance retains the outstanding decision. Conversely, an expected amount in the billing schedule should not hide missing delivery or acceptance evidence for the current milestone. ![6-step operating sequence: Genies for modular progress-billing reviews in NetSuite](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-genies-for-modular-progress-billing-reviews-assemble-factory-milestones-delivery-proof-and-site-acceptance.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### Only some modules meet the milestone Present the supported subset and let finance apply the contract's partial-billing rule. ### Variation is performed but unapproved Keep it outside approved billable scope unless the authorized process resolves it. ### Milestone may already be billed Show the existing financial reference and stop a duplicate handoff. ## What to verify before expanding - Every milestone conclusion points to the governing rule and evidence. - Shipment cannot substitute for acceptance when acceptance is required. - Prior billing is checked before a new handoff. - Finance owns the accepted billable interpretation and action. ## Connect this process to the rest of your operation [Explore Stacksync AI agents (Genies)](https://www.stacksync.com/ai-agents#genies-job-icp-modular-prefab-building-installation) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real milestone definition example and the exception your team handles most often, for example only some modules meet the milestone. - [Modular Progress-Billing Exceptions: Partial Deliveries, Unapproved Variations, and Missing Acceptance Records](https://www.stacksync.com/blog/modular-progress-billing-exceptions-partial-deliveries-unapproved-variations-and-missing-acceptance-records) - [Prefab Supplier EDI: Reconcile Component Orders With Factory Receipts and Direct-to-Site Deliveries](https://www.stacksync.com/blog/prefab-supplier-edi-reconcile-component-orders-with-factory-receipts-and-direct-to-site-deliveries) - [Modular Building Manufacturers: Align Salesforce Project Configurations With NetSuite Orders and Milestones](https://www.stacksync.com/blog/modular-building-manufacturers-align-salesforce-project-configurations-with-netsuite-orders-and-milestones) - [Eliminating Duplicate Records When You Sync CRM Systems: Best Practices for Clean Data](https://www.stacksync.com/blog/eliminating-duplicate-records-when-you-sync-crm-systems-best-practices-for-clean-data) - [Modernize Legacy EDI Without Replacing Your ERP](https://www.stacksync.com/blog/modernize-legacy-edi-systems) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync NetSuite connector and object support](https://docs.stacksync.com/two-way-sync/connectors/netsuite) - [Stacksync Genies](https://www.stacksync.com/ai-agents) - [Stacksync event triggers](https://docs.stacksync.com/guides/event-triggers) FAQ ## Frequently asked questions Can the Genie calculate a progress invoice? It can help prepare calculations from approved rules and verified inputs, with deterministic checks. The contract interpretation, approval and supported financial action remain controlled by finance. Does delivery proof always make a module billable? No. The agreement determines the relevant condition. Some milestones may depend on other evidence, so the workflow must use the actual approved rule. Which billing cases belong in the first Genie review? Use a partial delivery, a pending variation and a previously billed milestone. Verify that the agent separates supported facts from unresolved billability and avoids duplicate amounts. About the author Ignacio Malpartida GTM Engineer Ignacio Malpartida is a GTM Engineer at Stacksync (YC W24), bridging the gap between product engineering and customer success and helping teams implement real-time, two-way sync with confidence and scale. [All posts by Ignacio Malpartida](https://www.stacksync.com/blog/author/ignacio-malpartida) About Stacksync Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing. Stacksync ## Explore these integrations and topics - [connector NetSuite integrations](https://www.stacksync.com/connectors/netsuite) - [platform AI agent operations](https://www.stacksync.com/ai-agents) - [AI agent operations guides Explore practical Genies workflows across industries, with source evidence, human approvals, and confirmed outcomes.](https://www.stacksync.com/blog#topic-ai-agent-operations) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [App tips Modular Progress-Billing Exceptions: Partial Deliveries, Unapproved Variations, and Missing Acceptance Records 5 min read read](https://www.stacksync.com/blog/modular-progress-billing-exceptions-partial-deliveries-unapproved-variations-and-missing-acceptance-records) [App tips Modular Building Delivery Releases: Coordinate Site Readiness, Transport Booking, and Receiving Acceptance 5 min read read](https://www.stacksync.com/blog/modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance) [App tips Prefab Design Freeze to Factory Release: Route Approved Revisions Through Procurement and Scheduling 5 min read read](https://www.stacksync.com/blog/prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling) ## You just read how it should work. 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