Cancel or correct authorized scope and check what each operation receipt claims.
Quote Specialist finds the quote scope that needs to change, such as a draft the customer withdrew or an accepted quote whose lot or part revision has changed.
Quote Specialist cancels draft scope that has not been executed. Nothing already decided or handed off is touched.
For Accepted scope, Quote Specialist prepares a compensating action instead of editing the accepted quote. Existing decisions, files and receipts stay in place.
Pricing Reviewer approves the compensating action before it runs, with the reason recorded.
Pricing Reviewer runs reconciliation on demand or on a schedule. Pending, Failed and needs review receipts are compared with their quote, lines and decisions; each is marked Completed with real evidence or sent to needs review with a concrete discrepancy. External actions are never repeated.
Auditor reads the receipts, decisions and attachments to confirm what changed, who approved it and what evidence supports it.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.