Industrial Automation CPQ

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  1. Industrial Automation CPQ
  2. Process
  3. Automation compatibility review
Process · Automation compatibility review

Automation compatibility review

Submit a controller compatibility request, review it independently and complete the approved revision before option price commitment.

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Step by step

  1. Prepare the request Quote Specialist

    Quote Specialist records the protocol, IO points, controller model and required date against the intended quote. Check the operating organization and keep the request in Draft while the details and technical evidence are being prepared.

    • Link Draft compatibility details and supporting quote evidence
    • Updates Automation nodes, Quotes, Organizations, Record attachments

  2. Submit the revision Quote Specialist

    Quote Specialist submits the current compatibility revision. The request moves from Draft to Submitted through the guarded action. Confirm the revision the reviewer should inspect before making further changes.

    • Submit the explicit revision for decision
    • Updates Automation nodes, Operation receipts

  3. Decide compatibility Pricing Reviewer

    Pricing Reviewer independently checks the submitted request and records Approved or Rejected. Review the controller choice against the team's agreed compatibility criteria and supporting evidence. A rejected request needs a corrected preparation cycle.

    • Independently decide Approved or Rejected
    • Updates Automation nodes, Operation receipts
    ApprovalA person approves before the work moves on.

  4. Complete the approved request Quote Specialist

    Quote Specialist uses the guarded completion action for the Approved revision. Retain the operation outcome as the request reaches Completed. Check that the parent quote's commercial state and amount remain unchanged.

    • Complete approved work while preserving quote economics
    • Updates Automation nodes, Operation receipts, Quotes

Where it usually breaks

And how to keep it from happening.

  • Unclear controller evidence. A model name alone may leave the reviewer unable to assess the requested protocol and IO points. Agree the supporting file and its evidence type before submission.
  • Outdated revision. A reviewer working from earlier details must reopen the current request. Resolve the revision mismatch before recording a decision.
  • Mixed decisions. Technical approval and commercial quote approval have separate responsibilities. Check the quote record after compatibility completion before continuing to pricing.

Who does what

Roles and permissions
Quote Specialist
, Pricing Reviewer, Auditor.

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