Commercial Furniture CPQ

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  1. Commercial Furniture CPQ
  2. Process
  3. Review and acceptance
Process · Review and acceptance

Review and acceptance

Separate the independent pricing decision from the customer's acceptance of a current, valid quote.

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Step by step

  1. Inspect the submitted revision Pricing Reviewer

    The Pricing Reviewer opens the quote in Review and the related room package in Submitted. Compare the current line amounts with the room requirement and check the validity date before deciding.

    • Establish the exact commercial scope under review
    • Updates Quotes, Quote lines, Room packages, Record attachments

  2. Decide on pricing Pricing Reviewer

    The independent Pricing Reviewer approves, rejects or returns the quote revision with a reason. An approved quote moves from Review to Approved; a rejected quote moves to Rejected. The room decision moves Submitted to Approved or Rejected through its guarded action.

    • Retain the quote decision and verify separate room-package review evidence
    • Updates Quotes, Room packages, Review decisions, Operation receipts
    ApprovalA person approves before the work moves on.

  3. Resolve returned scope Quote Specialist

    The Quote Specialist addresses the review reason and prepares the corrected scope for another eligible review. A Return decision cannot substitute for approval, and an older decision cannot authorize a changed revision.

    • Correct the scope before another eligible review
    • Updates Quotes, Quote lines, Room packages, Review decisions

  4. Record customer acceptance Quote Specialist

    The Quote Specialist records the customer's response through the guarded acceptance action. A current Approved quote within its validity window advances to Accepted, with the acceptance date retained for later handoff.

    • Move Approved to Accepted after revision and expiry checks
    • Updates Quotes, Operation receipts

Where it usually breaks

And how to keep it from happening.

  • The preparer attempts approval. Independent review requires a separate eligible reviewer. General editing access does not supply that authority.
  • The customer responds after expiry. Check validity again at acceptance. A previous approval does not remove the date guard.
  • The browser shows an earlier revision. Refresh and inspect the current scope before deciding. Keep the rejected stale request from changing the quote.

Who does what

Roles and permissions
Pricing Reviewer
, Quote Specialist, Auditor.

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