Accepted quote to order handoff

Pass an accepted revision to the order connection once and track its receipt.

Step by step

Confirm the accepted revision Quote Specialist

Quote Specialist opens an Accepted quote and checks the revision, accepted at, the net amount and the acceptance document. The accepted lines are no longer edited.
- Accepted revision checked
- Updates Quotes, Quote lines, Record attachments
Start the handoff Quote Specialist

Quote Specialist starts the handoff with the expected revision. The run checks the accepted state, the revision and the downstream order connection, then records one operation receipts entry under handoff: : .
- Handoff receipt recorded
- Updates Quotes, Operation receipts
Wait for the order system Quote Specialist

Without a configured connection, the receipt stays Pending and external reference stays empty. A repeated request returns the same receipt instead of asking for a second order.
- Receipt held as Pending
- Updates Operation receipts
Confirm and close Pricing Reviewer

Pricing Reviewer runs reconciliation. A receipt with confirmed downstream evidence moves from Pending to Completed. A receipt whose claim does not match the quote, its lines or its decisions moves to needs review with the discrepancy named.
- Receipt completed or sent to review
- Updates Operation receipts, Quotes, Review decisions

And how to keep it from happening.

The order connection was never set up, and Pending receipts build up without anyone watching them.
Someone types an order number into external reference by hand and expects the receipt to complete; reconciliation does not accept it without provider confirmation.
A handoff is started on a quote that was accepted under an earlier revision, and the revision check refuses it.
The order system creates an order but the confirmation never comes back, leaving the receipt Pending.

Start free, then use Proto to change fields, steps and approvals before your team goes live.