Systems to connect

• Solar engineering. Connect the design source your team uses for layouts and capacity calculations. Agree which document supports the site input and how its revision is identified during review.
• Product and price-book source. Establish where product codes, USD pricing and price-book revisions come from. Reconcile the supplied values before asking the pricing action to commit a quote amount.
• Customer acceptance evidence. Connect the document or signature process used by the business if acceptance arrives outside the app. Identify the customer decision and quote revision before recording acceptance.
• Downstream order system. Configure the receiving connection for Accepted quotes and their preserved lines. Retain the real external reference and test repeated handoff requests using the stable operation identity.
• Accounting and currency presentation. Connect the financial destination when accepted commercial value needs further treatment. Agree the effective-rate source and date for any currency conversion, and reconcile financial results separately from quote acceptance.

App Administrator maintains organizational identities, while the responsible business owner approves each connection’s operating rules. Define the source of each field, permitted update direction and handling of repeated messages. Rehearse a missing connection and a delayed acknowledgement before go-live. A missing connection leaves the handoff Pending. Investigate Failed and needs-review results using the recorded reason, and confirm the receiving outcome before treating a handoff as complete. Use Hand off and reconcile accepted work to test the complete exchange.