Record acceptance of an approved offer and transfer the accepted revision through a receipt-backed order connection.
Quote Specialist compares the acceptance instruction with the Approved quote and its current revision. Read the validity date and relevant attachments before requesting acceptance. If the customer asks for a changed option or price, follow the correction process before accepting that commercial basis.
Quote Specialist uses the guarded acceptance action. The action checks the approved revision and expiry before moving the quote from Approved to Accepted and recording its acceptance date. Preserve the accepted line values for the downstream transfer.
Quote Specialist requests handoff for the accepted quote revision. The operation checks the accepted state, expected revision and downstream connection. Its stable operation key identifies the quote and revision so repeated requests can resolve through the existing receipt.
Quote Specialist reads the receipt to see whether the request is Pending, Completed, Failed or needs review. A downstream order connection must supply real effect evidence and an external reference. If no connection is available, keep the receipt Pending and investigate setup with the connection owner.
Auditor follows the accepted quote and receipt through the recorded external reference. Reconciliation examines any disputed completion claim against local quote and decision evidence. A repeat handoff request must preserve the operation's existing identity and avoid another downstream effect.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.