Record acceptance of the valid approved revision and track its order connection outcome.
Quote Specialist identifies the revision the customer is accepting and checks the validity date. Review the saved decision and equipment lines before requesting acceptance.
Quote Specialist uses the guarded action to record the customer's response. Approved moves to Accepted and the acceptance time is retained. An expired or stale request must be refused.
Quote Specialist sends the accepted revision and its immutable equipment lines through the configured order connection. The repeatable operation key identifies the same quote and revision on every retry.
Quote Specialist inspects the receipt and destination response. Without a connection the receipt remains Pending. Completion needs a real external reference and evidence of the persisted effect.
Auditor examines unresolved receipts and their failure reasons. Route uncertain outcomes into reconciliation before anyone claims that the receiving system has created the order.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.