Calculate the draft's USD line values and obtain an independent decision on the current commercial revision.
Quote Specialist confirms that the offer is Draft and checks the price book revision, expected quote revision and commercial lines. Each line needs usable quantity, USD price and discount inputs for the calculation. Resolve input errors before asking the guarded pricing action to proceed.
Quote Specialist requests pricing for the explicit draft. The action validates scope and revision, calculates quantity times USD unit price less the USD line discount, writes net line values and sums the quote's net USD amount. Successful pricing moves the quote from Draft to Review.
Pricing Reviewer reads the customer, machine context, line amounts, validity date and supporting attachments. Confirm that the offered configuration and priced options describe the customer's request. The reviewer needs an understandable offer at the revision submitted for decision.
An independent Pricing Reviewer approves, rejects or returns the commercial request through the guarded action. Approval moves Review to Approved; rejection moves Review to Rejected. Return retains its reason and follows the authorized correction path. The decision records the source revision and reviewer.
Quote Specialist checks the Approved offer and its validity before recording customer acceptance. Auditor can trace the priced lines and review decision. A change to the offer needs an authorized correction and a fresh decision on the appropriate revision.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.