Handoff and reconciliation

Send an accepted quote through the configured order connection and resolve its recorded outcome from evidence.

Step by step

Confirm accepted scope Quote Specialist

Quote Specialist identifies the accepted quote revision and its immutable lines. Verify that the downstream connection is the intended destination for that organization's commercial work.
- Establish the accepted revision for handoff
- Updates Quotes, Quote lines
Request the handoff Quote Specialist

Quote Specialist requests the handoff for that accepted quote revision. The receipt retains the original attempt and result for follow-up. Use the agreed connection procedure to retry without creating a duplicate order.
- Record the stable operation attempt
- Updates Quotes, Operation receipts
Inspect the result Quote Specialist

Quote Specialist follows the receipt to the real external reference where available. Without a connection, the handoff remains Pending and the team investigates the missing destination through its agreed setup process.
- Distinguish a real external effect from pending work
- Updates Operation receipts
Reconcile the evidence Pricing Reviewer

Pricing Reviewer compares pending, failed or needs-review claims with the quote, lines and review decisions. Record completion only when the supporting evidence justifies it; otherwise retain a concrete discrepancy for follow-up. This check does not repeat the original operation.
- Confirm supported completion or record the discrepancy
- Updates Operation receipts, Quotes, Quote lines, Review decisions

And how to keep it from happening.

Acceptance is reported as proof that an order exists. Read the handoff result and external reference separately.
A delayed response prompts another order request. Find the original handoff receipt and confirm the receiving system's result before retrying.
A completion claim conflicts with the parent quote. Route the discrepancy for review before describing the handoff as complete.
Reconciliation repeats the business operation. Keep it focused on checking the recorded evidence.

Start free, then use Proto to change fields, steps and approvals before your team goes live.