Transfer accepted furniture scope through an agreed order connection and complete room work only with evidence.
The Quote Specialist selects an Accepted quote and its expected revision. Confirm the accepted lines before requesting the downstream transfer; the customer decision belongs to that commercial scope.
The Quote Specialist invokes the guarded handoff action. It checks the accepted state, revision and downstream connection. The operation identity stays tied to the quote and revision when the same request is retried.
The Pricing Reviewer checks the receipt and any real external reference. Without a connection, the result stays Pending. An unclear or failed result remains available for investigation before anyone treats the transfer as complete.
The Quote Specialist follows the guarded room action from Approved to Completed only after the required evidence persists. The Auditor can trace that completion back to the quote and operation evidence.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.