Correct authorized quote scope, preserve accepted-work evidence and verify operation claims against their recorded effects.
Quote Specialist reads the parent quote, current revision and operation evidence before requesting a correction. Separate unexecuted draft work from Accepted scope because the correction procedure depends on what has already happened. Record the customer's instruction as supporting evidence.
Quote Specialist uses the correction or cancellation action for the permitted scope. Unexecuted draft scope can be cancelled through that action. For accepted work, prepare a compensating request that identifies the original commercial basis and preserves its decisions and receipts.
Pricing Reviewer independently approves the compensating action for Accepted scope. Keep the original quote and evidence available for Auditor to trace. The correction must explain the new action and its relationship to work already accepted or handed off.
The reconciliation action reads Pending, Failed and needs review receipts and compares their recorded claims with the local quote, commercial lines and review decisions. Auditor examines the result. Reconciliation reads the existing evidence and must not repeat pricing, acceptance or transfer.
A matching claim can move the receipt to Completed with real evidence. A discrepancy moves it to needs review with a concrete reason. Quote Specialist follows unresolved operational work, while Auditor checks that the result explains the affected revision and any recorded external effect.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.