Resolve changed requirements and uncertain actions while retaining the accepted quote's history.
Quote Specialist or Auditor examines unresolved operations and the local quote evidence. Identify whether the problem is an unexecuted draft request, executed commercial scope or an uncertain recorded outcome.
Quote Specialist requests the authorized correction or cancellation action. Unexecuted draft scope can be cancelled through that action; executed Accepted scope needs a compensating action that retains its history.
Pricing Reviewer reviews and approves the compensating action for executed scope. The original accepted quote and its evidence remain traceable throughout the correction.
Auditor examines reconciliation results for pending or failed operations and those needing review. Reconciliation compares the recorded claim with the local quote, equipment lines and decisions before assigning an outcome.
Matching evidence supports Completed. A discrepancy is marked as needing review with a concrete reason, allowing the team to investigate the actual cause before another attempt.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.