Send accepted scope through the configured order connection and resolve receipt exceptions using evidence.
Quote Specialist identifies the Accepted quote and expected revision. The handoff action checks accepted scope, immutable lines and the downstream connection before recording its result under the stable key for that quote revision.
Quote Specialist checks the receipt state and any external reference. A missing connection leaves the request Pending. A customer-facing completion claim needs the actual downstream result.
Auditor examines unresolved receipts and the findings of the internal reconciliation action. That action compares each recorded claim with local quote, line and decision evidence, then records Completed with real evidence or Needs review with a concrete discrepancy.
When Accepted scope needs a compensating action, Pricing Reviewer approves the authorized correction before execution. Agree where that approval is retained during setup. Quote Specialist preserves the original quote and evidence throughout the handoff.
Auditor checks that the result and references explain the outcome. Reconciliation must not repeat the external operation merely to resolve a local receipt state.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.